Corey Martin signed Hawaii Emergency Physicians Associated, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hawaii Emergency Physicians Associated, Inc.'s EIN is 99-0175536.
Download the official 2024 Form 5500 (PDF) for Hawaii Emergency Physicians Associated, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hawaii Emergency Physicians Associated, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP CONSULTING | 27-3169253 | — | ADVISOR | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $13.8M | 21.7% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $11.4M | 17.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $5.4M | 8.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $5.1M | 8.0% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 4.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $2.8M | 4.4% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $2.8M | 4.3% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $2.7M | 4.3% | |
| Self-directed brokerage accounts Charles Schwab Self-Directed Investment Fund V | Self-Directed Brokerage | — | — | $2.2M | 3.4% | |
| VANGUARD RETIREMENT SAVINGS TRST IV VANGUARD RST FUNDS · EIN 23-2186884 / PN 025 | Common Collective Trust | — | — | $2.1M | 3.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $2.0M | 3.1% | |
| Dodge & Cox Income X Fund | Mutual Funds | — | — | $1.9M | 3.0% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.8M | 2.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.8M | 2.7% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $1.3M | 2.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.3M | 2.0% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $1.2M | 1.8% | |
| Charles Schwab Self-Directed #2 Investment Fund V | Self-Directed Brokerage | — | — | $751K | 1.2% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $636K | 1.0% | |
| through June 2029 - | Other securities | — | — | $74K | 0.1% | |
| Charles Schwab PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
