Kimberly Peery signed Stereotaxis, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stereotaxis, Inc.'s EIN is 94-3120386.
Download the official 2024 Form 5500 (PDF) for Stereotaxis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stereotaxis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $817 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $5.5M | 32.4% | |
| Vanguard Core Bond Fund | Mutual Funds | — | — | $2.5M | 14.9% | |
| DFA US Core Equity Fund | Mutual Funds | — | — | $1.8M | 10.6% | |
| DFA International Core Equity Fund | Mutual Funds | — | — | $1.5M | 8.9% | |
| Avantis US Small Cap Value Instl | Other securities | — | — | $1.4M | 8.1% | |
| DFA Short-Term Extended Quality Instl | Mutual Funds | — | — | $1.2M | 7.2% | |
| Vanguard Federal Money Market Investment | Mutual Funds | — | — | $843K | 5.0% | |
| DFA International Value Portfolio Fund | Mutual Funds | — | — | $752K | 4.5% | |
| DFA Emerging Markets Core Equity Portfolio | Mutual Funds | — | — | $387K | 2.3% | |
| PIMCO Low Duration Income Instl | Mutual Funds | — | — | $200K | 1.2% | |
| Vanguard REIT Index Fund | Common Collective Trusts | — | — | $163K | 1.0% | |
| Notes receivable from participants Interest rates range from 5.25% to 10.50% | Bonds / Notes | — | — | $137K | 0.8% | |
| DFA Short Duration Real Return Instl | Mutual Funds | — | — | $118K | 0.7% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $108K | 0.6% | |
| Vanguard Federal Money Mkt Fd (Forfeitures) | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PLANCORP LLC |
| — |
| SAINT LOUIS, MO |
| INVESTMENT ADVISOR |
| $40K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS, LLC | 43-1829594 | ST. LOUIS, MO | CONTRACT ADMIN | $7K | — |
