ALEX Devincenzo signed Medical Knowledge Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medical Knowledge Group LLC's EIN is 20-1200849.
Download the official 2024 Form 5500 (PDF) for Medical Knowledge Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medical Knowledge 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $145K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $10.4M | 17.4% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $8.1M | 13.5% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $6.3M | 10.4% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.2M | 8.7% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.2M | 8.6% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.6M | 7.6% | |
| Fidelity Investments Fidelity Ad Eq Growth Z Fund | Mutual Funds | — | — | $2.8M | 4.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.6M | 4.4% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.9M | 3.2% | |
| Dodge and Cox Funds Dodge & Cox Stock I Fund | Mutual Funds | — | — | $1.2M | 2.0% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $1.2M | 1.9% | |
| MFS Investment Management MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | — | $1.0M | 1.7% | |
| Virtus KAR Sm Cap Growth I Fund | Other securities | — | — | $1.0M | 1.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $969K | 1.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $940K | 1.6% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $749K | 1.2% | |
| The American Funds Amer Funds Amer Bal R6 Fd | Mutual Funds | — | — | $628K | 1.0% | |
| PIMCO Funds PIMCO Income Institutional Fd | Mutual Funds | — | — | $604K | 1.0% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $593K | 1.0% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $509K | 0.8% | |
| Fidelity Investments Fidelity Adv Total Bond Z Fund | Mutual Funds | — | — | $490K | 0.8% | |
| Fidelity Investments Fidelity Glb ex US Index Fd | Mutual Funds | — | — | $465K | 0.8% | |
| American Century Investments American Century Mid-Cap Val R6 | Other securities | — | — | $433K | 0.7% | |
| Amana Growth Inst Fund | Other securities | — | — | $411K | 0.7% | |
| The American Funds American Funds NewWorld R6 | Mutual Funds | — | — | $369K | 0.6% | |
| Participant Loans Interest rates from 3.25% to 10.50% - | Bonds / Notes | — | — | $368K | 0.6% | |
| Vanguard Group Vanguard Emg Mk Stk Idx Adm Fd | Common Collective Trusts | — | — | $339K | 0.6% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $304K | 0.5% | |
| American Beacon Funds Amer Beacon Sm Cp Val R6 Fd | Other securities | — | — | $256K | 0.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $116K | 0.2% | |
| Amana Developing World Inv Fd | Other securities | — | — | $27K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $14K | <0.1% | |
| (E) | Other securities | — | $14K | $14K | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $14K | <0.1% | |
| Amana Participation Inv Fd | Master Trust Interest | — | — | $11K | <0.1% |
