Kyle KAJA signed The MD Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The MD Group LLC's EIN is 16-1637149.
Download the official 2024 Form 5500 (PDF) for The MD Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The MD Group LLC'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT PROFESSIONALS | 27-2520250 | WAUNAKEE, WI | ADVISOR | $74K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $3.1M | 13.4% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.7M | 12.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.9M | 8.3% | |
| Fidelity Advisor Technology Fund - Class 1 | Mutual Funds | — | — | $1.8M | 7.7% | |
| Shelton Capital Management Nasdaq 100 Index | Other securities | — | — | $1.7M | 7.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.4M | 6.1% | |
| Vanguard International Growth Fund Admiral | Mutual Funds | — | — | $892K | 3.9% | |
| Virtus KAR Small-Cap Growth Fund Class I | Other securities | — | — | $779K | 3.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $762K | 3.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $604K | 2.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $589K | 2.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $557K | 2.4% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $537K | 2.4% | |
| Eaton Vane Atlanta Capital SMID-Cap Fund | Other securities | — | — | $532K | 2.3% | |
| T. Rowe Price Retirement 2030 Fund I Class ** 562 T. Rowe Price Retirement 2025 Fund I Class | Other securities | — | — | $531K | 2.3% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $496K | 2.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $463K | 2.0% | |
| Vanguard Health Care Index Fund Admiral Shares | Common Collective Trusts | — | — | $419K | 1.8% | |
| American Funds The Bond Fund of America Class R6 | Mutual Funds | — | — | $374K | 1.6% | |
| Vanguard Target Retirement 2020Fund | Mutual Funds | — | — | $344K | 1.5% | |
| Vanguard Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $250K | 1.1% | |
| T. Rowe Price Retirement 2055 Fund I Class ** 902 T. Rowe Price Retirement 2050 Fund I Class | Other securities | — | — | $200K | 0.9% | |
| Participant Loans Interest rates 4.25% - 9.50% | Bonds / Notes | — | — | $168K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $162K | 0.7% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $152K | 0.7% | |
| T. Rowe Price Retirement 2015 Fund I Class ** 534 Vanguard Tax-Managed Small Cap Fund Admiral | Mutual Funds | — | — | $132K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $67K | 0.3% | |
| BlackRock High Yield Portfolio Fund Inst. | Other securities | — | — | $64K | 0.3% | |
| T. Rowe Price Retirement 2035 Fund I Class | Other securities | — | — | $58K | 0.3% | |
| American Funds New W orld Fund Class R-6 | Mutual Funds | — | — | $51K | 0.2% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $41K | 0.2% | |
| T. Rowe Price Retirement 2040 Fund I Class | Other securities | — | — | $34K | 0.2% | |
| T. Rowe Price Retirement 2045 Fund I Class | Other securities | — | — | $25K | 0.1% | |
| T. Rowe Price Retirement 2060 Fund I Class | Other securities | — | — | $25K | 0.1% | |
| Invesco Gold & Special Minerals Fund Class R6 | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Energy Index Fund Admiral Shares | Common Collective Trusts | — | — | $14K | <0.1% | |
| Fidelity Advisor Utilities Fund - Class 1 | Mutual Funds | — | — | $7K | <0.1% | |
| John Hancock Bond Fund Class 1 | Other securities | — | — | $7K | <0.1% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $1K | <0.1% | |
| T. Rowe Price Retirement 2020 Fund I Class | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $6K | — |
