LISA Swanson signed Catheter & Medical Design, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catheter & Medical Design, LLC's EIN is 20-2529815.
Download the official 2024 Form 5500 (PDF) for Catheter & Medical Design, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catheter & Medical Design, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.7M | 97.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $358K | 9.5% | |
| Voya Fixed Account | Other securities | — | — | $355K | 9.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $335K | 8.9% | |
| AB Large Cap Grw Fnd Z | Other securities | — | — | $308K | 8.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $300K | 7.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $270K | 7.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $239K | 6.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $239K | 6.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $213K | 5.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $177K | 4.7% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $152K | 4.0% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $139K | 3.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $122K | 3.2% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $111K | 2.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $69K | 1.8% | |
| Notes receivable from participants (9.25% - 9.50% interest rate) | Bonds / Notes | — | — | $57K | 1.5% | |
| Vangaurd Explorer Fund Am | Other securities | — | — | $53K | 1.4% | |
| Vanguard Selected Value Fund Inc | Mutual Funds | — | — | $43K | 1.1% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $38K | 1.0% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $32K | 0.8% | |
| Vanguard Mid-Cap Index fund Amn | Common Collective Trusts | — | — | $26K | 0.7% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $23K | 0.6% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) | Cash / Money Market | — | — | $22K | 0.6% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $21K | 0.6% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $17K | 0.4% | |
| Vanguard Target Retire Inc Fd | Mutual Funds | — | — | $16K | 0.4% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $15K | 0.4% | |
| American Funds Am Balanced R6 | Mutual Funds | — | — | $11K | 0.3% | |
| American Funds Capital World Bond R6 | Mutual Funds | — | — | $10K | 0.3% | |
| DFA U.S. Small Cap Portfolio | Mutual Funds | — | — | $6K | 0.1% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Amer Bcn Small Cap Value R5 | Other securities | — | — | $602 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
