Central California Faculty Medical Group, Inc.'s EIN is 94-2613220.
Download the official 2024 Form 5500 (PDF) for Central California Faculty Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central California Faculty Medical Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | — | NEWPORT BEACH, CA | INVESTMENT ADVISOR | $110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON QUINN | — | EMERYVILLE, CA | THIRD PARTY PLAN ADMIN | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| GOLDMAN SACHS STABLE VALUE S1 GOLDMAN SACHS TRUST CO NA27093385 · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $27.1M | 13.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $22.9M | 11.4% | |
| Self-Directed Brokerage Accounts Total | Self-Directed Brokerage | — | — | $21.3M | 10.6% | |
| Fid US Bd Id Fd | Mutual Funds | — | — | $19.2M | 9.5% | |
| PUTNAM LARGE CAP VALUE TR CL 1A PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $15.8M | 7.8% | |
| Virtus Crdx Md Cp Vl Eq Tr 2 | Other securities | — | — | $15.5M | 7.7% | |
| WILMINGTON TRUST MFS GROWTH S WILMINGTON TRUST FUNDS · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $15.5M | 7.7% | |
| BLACKROCK TOTAL RETURN FUND CLASS 6 WILMINGTON TRUST FUNDS · EIN 82-2914183 / PN 264 | Common Collective Trust | — | — | $14.9M | 7.4% | |
| JPMorgan Emrg Mkts Eqty Fd R6 | Other securities | — | — | $10.2M | 5.1% | |
| Victory Trv Intl SmCp Fd R6 | Other securities | — | — | $10.0M | 5.0% | |
| Fidelity Intl Index Fnd | Mutual Funds | — | — | $9.0M | 4.5% | |
| Fidelity Adv Divr Intl Fnd Z | Mutual Funds | — | — | $8.1M | 4.0% | |
| Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $5.2M | 2.6% | |
| Columbia Trust Small Cap Value A | Other securities | — | — | $4.4M | 2.2% | |
| CARILLON EAGLE MID CAP GROWTH FUND ALTA FUNDS · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $4.4M | 2.2% | |
| Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $4.2M | 2.1% | |
| Wilmington Trust MFS Growth CIT S | Common Collective Trusts | — | — | $3.8M | 1.9% | |
| VITRIS CEREDEX MID-CAP VALUE EQ II SEI DWIGHT FUNDS · EIN 45-1287157 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.9% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $3.4M | 1.7% | |
| COLUMBIA TRUST SMALL CAP VALUE II A AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 165 | Common Collective Trust | — | — | $3.4M | 1.7% | |
| FedHerms Kaufmann Sm Cap Fd R6 | Other securities | — | — | $3.1M | 1.5% | |
| Vangrd Wellesley Inc Fnd Adm | Common Stocks | — | — | $2.4M | 1.2% | |
| Participant Loans | Participant loans | — | — | $637K | 0.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $259K | 0.1% | |
| Northwestern Ins-13154096 | Other securities | — | — | $205K | 0.1% |
