Patricia Aubort signed Brown and Toland Physician Services Organization, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown and Toland Physician Services Organization, Inc.'s EIN is 94-3270365.
Download the official 2022 Form 5500 (PDF) for Brown and Toland Physician Services Organization, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Brown and Toland Physician Services Organization, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $80K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $28.8M | 91.0% | |
| [Assets held in participant loans] | Other | — | — | $477K | 1.5% | |
| [Assets held in common collective trust] | Other | — | — | $302K | 1.0% | |
| PUTNAM SMALL CAP GROWTH CL R AST WILMINGTON TRUST · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $302K | 1.0% |
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL ADVISORS CORP | — | FORT WAYNE, IN | BROKER/ADVISER | $0 | — |
