Midwest Emergency Department Specialists' EIN is 06-1665203.
Download the official 2024 Form 5500 (PDF) for Midwest Emergency Department Specialists from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwest Emergency Department Specialists' 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | NEW YORK, NC | RECORDKEEPER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares S&p 500 Index Instl Gm 6,076 Shares | Common Collective Trusts | — | $6K | $4.2M | 12.1% | |
| Vanguard Tl Bd Market Index Adm Gm 344,533 Shares | Mutual Funds | — | $345K | $3.3M | 9.5% | |
| Ishares S&p 500 Index Fd Instl 4,553 Shares | Common Collective Trusts | — | $5K | $3.1M | 9.1% | |
| WELLS FARGO STABLE RETURN FUND L WELLS FARGO BANK, N.A. · EIN 80-6183992 / PN 001 | Common Collective Trust | — | — | $3.0M | 8.7% | |
| American Amcap Fund R5 Gm 54,981 Shares | Other securities | — | $55K | $2.4M | 7.0% | |
| Galliard Stable Return Fd L Gm 17,399 Units | Other securities | — | $17K | $2.1M | 6.1% | |
| Mfs Val Fd Cl A Gm 41,142 Shares | Mutual Funds | — | $41K | $2.0M | 5.8% | |
| Pimco Real Ret Bd Cl A Gm 150,811 Shares | Mutual Funds | — | $151K | $1.5M | 4.4% | |
| American Europacific R4-gm 23,010 Shares | Other securities | — | $23K | $1.2M | 3.5% | |
| Ishares Msci Eafe Intrl Idx Gm 75,279 Shares | Common Collective Trusts | — | $75K | $1.1M | 3.3% | |
| Vanguard Total World Stock Index 26,706 Shares | Mutual Funds | — | $27K | $1.1M | 3.2% | |
| Vanguard Total Bd Market Index Adm 99,753 Shares | Mutual Funds | — | $100K | $946K | 2.7% | |
| Common Collective Trust Galliard Stable Return Fund L 7,426 Units | Common Collective Trusts | — | $7K | $903K | 2.6% | |
| Vanguard Extended Market Index Adm 5,575 Shares | Mutual Funds | — | $6K | $803K | 2.3% | |
| Vanguard 2045 Target Retirement 25,890 Shares | Mutual Funds | — | $26K | $768K | 2.2% | |
| Vanguard 2040 Target Retirement 16,838 Shares | Mutual Funds | — | $17K | $728K | 2.1% | |
| JP Morgan Small Cap Eqty Cla Gm 17,355 Shares | Other securities | — | $17K | $721K | 2.1% | |
| American Amcap Fund Cl R5 16,268 Shares | Other securities | — | $16K | $714K | 2.1% | |
| Victory Sycamore Est Val I Gm 14,947 Shares | Other securities | — | $15K | $687K | 2.0% | |
| Vanguard 2035 Target Retirement 24,741 Shares | Mutual Funds | — | $25K | $593K | 1.7% | |
| Mfs Value Fund Cl A 12,148 Shares | Mutual Funds | — | $12K | $588K | 1.7% | |
| Victory Sycamore Est Val Fd I 12,503 Shares | Other securities | — | $13K | $575K | 1.7% | |
| Eaton Vance Atlanta Cptlsmd Gm 14,116 Shares | Other securities | — | $14K | $490K | 1.4% | |
| Janus Henderson Balanced A 6,824 Shares | Mutual Funds | — | $7K | $311K | 0.9% | |
| Blackrock Global Alloc A 16,682 Shares | Other securities | — | $17K | $309K | 0.9% | |
| Ab Large Cap Growth Fund A 2,997 Shares | Other securities | — | $3K | $287K | 0.8% | |
| Ishares Msci Eafe Intrnl Idx A 14,881 Shares | Common Collective Trusts | — | $15K | $225K | 0.7% | |
| JP Morgan Small Cap Eqty Fd Cla 4,922 Shares | Other securities | — | $5K | $205K | 0.6% | |
| Thornburg International Eq R4 8,263 Shares | Other securities | — | $8K | $204K | 0.6% | |
| American Europacific Gr R4 3,665 Shares | Other securities | — | $4K | $192K | 0.6% | |
| Hartford Dividend 5,526 Shares | Other securities | — | $6K | $191K | 0.6% | |
| Vanguard Emerging Market Index 4,724 Shares | Mutual Funds | — | $5K | $174K | 0.5% | |
| Janus Henderson Flexible Bd A 18,625 Shares | Mutual Funds | — | $19K | $171K | 0.5% | |
| Vanguard Intermediate-Term Adm 7,625 Shares | Mutual Funds | — | $8K | $149K | 0.4% | |
| Vanguard 2055 Target Retirement 2,286 Shares | Mutual Funds | — | $2K | $127K | 0.4% | |
| Mass. Investors Trust 3,271 Shares | Other securities | — | $3K | $117K | 0.3% | |
| Pimco Real Return Bd Fd Cl A 11,184 Shares | Mutual Funds | — | $11K | $112K | 0.3% | |
| Vanguard 2060 Target Retirement 2,028 Shares | Mutual Funds | — | $2K | $104K | 0.3% | |
| JP Morgan U.S. Equity Cl R3 3,846 Shares | Other securities | — | $4K | $95K | 0.3% | |
| Notes Receivable from Participants, Various Maturity Dates Through 2029 8.75% to 9.50% | Bonds / Notes | — | — | $95K | 0.3% | |
| Macquarie Mid Cap Growth Fd Y 2,458 Shares | Other securities | — | $2K | $67K | 0.2% | |
| Vanguard 2050 Target Retirement 1,223 Shares | Mutual Funds | — | $1K | $61K | 0.2% | |
| Macquarie Small Cap Value Fd A 795 Shares | Other securities | — | — | $51K | 0.1% | |
| Invesco Developing Mkts Fd A 969 Shares | Mutual Funds | — | — | $38K | 0.1% | |
| Federated Hermes Mdt Sml Cap A 1,360 Shares | Other securities | — | $1K | $35K | 0.1% | |
| Eaton Vance Atlanta Cptl Smd 1,002 Shares | Other securities | — | $1K | $35K | 0.1% | |
| MFS Research International R6 1,554 Shares | Mutual Funds | — | $2K | $35K | <0.1% | |
| Mainstay Winslow Lrg Cp Grt R2 3,192 Shares | Other securities | — | $3K | $30K | <0.1% | |
| Vanguard 2065 Target Retirement 189 Shares | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
