Jennifer Pinasco signed Yosemite Pathology Medical Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Yosemite Pathology Medical Group, Inc.'s EIN is 94-2547501.
Download the official 2024 Form 5500 (PDF) for Yosemite Pathology Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Yosemite Pathology Medical Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Brokerage Accounts** Self-Directed** | Self-Directed Brokerage | — | — | $6.6M | 39.1% | |
| Vanguard Federal Money Market Money Market 741 Vanguard Total Stock Mkt Idx Adm Mutal Fund | Common Collective Trusts | — | — | $3.9M | 23.4% | |
| Vanguard Total Intl Stock Index Admiral Mutal Fund | Mutual Funds | — | — | $2.4M | 14.2% | |
| Vanguard Total Bond Market Index Adm Mutal Fund | Mutual Funds | — | — | $1.5M | 8.7% | |
| Vanguard Real Estate Index Admiral Mutal Fund | Mutual Funds | — | — | $681K | 4.0% | |
| Vanguard Total Intl Bd Idx Admiral Mutal Fund | Common Collective Trusts | — | — | $643K | 3.8% | |
| Vanguard Short-Term Bond Index Adm Mutal Fund 709 DFA Emerging Markets Value I Mutal Fund 548 Nuveen Core Impact Bond Fund Mutal Fund 255 * Participant Loans Maturities range between 2025 | U.S. Treasuries | — | — | $206K | 1.2% | |
| Vanguard 500 Index Admiral Mutal Fund | Common Collective Trusts | — | — | $172K | 1.0% | |
| Vanguard Short-Term Infl-Prot Sec Idx Adm Mutal Fund | Common Collective Trusts | — | — | $97K | 0.6% | |
| Vanguard Growth Index Admiral Mutal Fund | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Mid Cap Index Admiral Mutal Fund | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard Mid-Cap Growth Index Admiral Mutal Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Small Cap Index Adm Mutal Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Small Cap Growth Index Admiral Mutal Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Developed Markets Index Admiral Mutal Fund | Mutual Funds | — | — | $6K | <0.1% | |
| BANC Master Deposit Account A Money Market | Cash / Money Market | — | — | $4K | <0.1% | |
| DFA Emerging Markets Small Cap I Mutal Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Value Index Adm Mutal Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutal Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Value Index Admiral Mutal Fund | Mutual Funds | — | — | $2K | <0.1% | |
| DDFA Inernational Core Equity I Mutal Fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Mutal Fund | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% |
