Timothy J Johnson signed Medical Information Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medical Information Technology, Inc.'s EIN is 04-2455639.
Download the official 2024 Form 5500 (PDF) for Medical Information Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medical Information Technology, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Capital Group Europacific Growth SA Pooled separate accounts n/a | Pooled Separate Accounts | — | — | $11.2M | 10.8% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $9.9M | 9.6% | |
| AB US LC GRO CIT W SER L Common collective trusts n/a | Common Collective Trusts | — | — | $8.6M | 8.3% | |
| AB US LARGE CAP GROWTH CIT (W SERS) GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $8.6M | 8.3% | |
| BLACKROCK LIFEPATH DYNAMIC 2050 FUN BLACKROCK FUNDS · EIN 85-1448812 / PN 001 | Common Collective Trust | — | — | $7.0M | 6.8% | |
| BLACKROCK LIFEPATH DYNAMIC 2045 FUN BLACKROCK FUNDS · EIN 85-1430799 / PN 001 | Common Collective Trust | — | — | $6.9M | 6.7% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $6.7M | 6.5% | |
| BLACKROCK LIFEPATH DYNAMIC 2040 FUN BLACKROCK FUNDS · EIN 85-1430499 / PN 001 | Common Collective Trust | — | — | $6.5M | 6.3% | |
| BLACKROCK LIFEPATH DYNAMIC 2035 FUN BLACKROCK FUNDS · EIN 85-1404929 / PN 001 | Common Collective Trust | — | — | $5.6M | 5.4% | |
| BLACKROCK LIFEPATH DYNAMIC 2055 FUN BLACKROCK FUNDS · EIN 85-1449261 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.2% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY TRUST · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $4.2M | 4.0% | |
| BLACKROCK LIFEPATH DYNAMIC 2060 FUN BLACKROCK FUNDS · EIN 85-1465174 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.6% | |
| BLACKROCK LIFEPATH DYNAMIC 2030 FUN BLACKROCK FUNDS · EIN 85-1404566 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.4% | |
| MFS Mid Cap Growth Class R6 Mutual Funds n/a | Mutual Funds | — | — | $3.4M | 3.3% | |
| BLACKROCK LIFEPATH DYNAMIC RET FUND BLACKROCK FUNDS · EIN 85-1484759 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.1% | |
| MCV / Robeco Fund Pooled separate accounts n/a | Pooled Separate Accounts | — | — | $2.7M | 2.6% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $2.7M | 2.6% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $2.2M | 2.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.9M | 1.9% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY TRUST · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $1.8M | 1.7% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL GREAT GRAY TRUST · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $1.7M | 1.6% | |
| BLACKROCK LIFEPATH DYNAMIC 2065 FUN BLACKROCK FUNDS · EIN 85-1465437 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $690K | 0.7% | |
| Lord Abbett Bond Debenture R6 Mutual Funds n/a | U.S. Treasuries | — | — | $348K | 0.3% | |
| PIMCO All Asset Institution Fund Mutual Funds n/a | Mutual Funds | — | — | $128K | 0.1% | |
| BLACKROCK LIFEPATH DYNAMIC 2025 FUN BLACKROCK FUNDS · EIN 85-1399579 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOLF & COMPANY, P.C. | — | BOSTON, MA | AUDITOR | $4K | — |
