Craig a Jones signed District Medical Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
District Medical Group, Inc.'s EIN is 20-8106540.
Download the official 2024 Form 5500 (PDF) for District Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)District Medical Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $110K | — |
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.
| REDW WEALTH LLC |
| 85-0467977 |
| — |
| NONE |
| $10K |
| — |
| PHYSICIAN WEALTH SOLUTIONS INC | 46-3705575 | — | NONE | $6K | — |
| CBIZ CPAS P.C. | — | PHOENIX, AZ | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $363 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NORTHERN TRUST S&P 500 IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $35.4M | 11.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $26.7M | 8.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $22.8M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $22.1M | 7.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $20.3M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $19.3M | 6.4% | |
| TRP LARGE-CAP GROWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $18.4M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $16.1M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $15.5M | 5.2% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $14.2M | 4.7% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $14.0M | 4.7% | |
| Northern Trust Asset Management Collective Extended Equity Market | Common Collective Trusts | — | — | $12.6M | 4.2% | |
| NORTHERN TRUST EXT EQ IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $12.6M | 4.2% | |
| Schwab Personal Choice Retirement Account Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $12.4M | 4.1% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $12.3M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $9.3M | 3.1% | |
| NT ACWI EX-US IMI FD DC NL -T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $6.3M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.6% | |
| Dimensional Fund Advisors U.S Targeted Value CL I | Mutual Funds | — | — | $4.0M | 1.3% | |
| Capital Group EuroPacific Growth Trust | Common Stocks | — | — | $3.7M | 1.2% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.2% | |
| PGIM Investments Small Company Fund Z | Common Stocks | — | — | $2.5M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.7% | |
| Dimensional Fund Advisors Emerging Markets Value | Mutual Funds | — | — | $1.7M | 0.6% | |
| Participant Loans Participant loans with maturity dates through November 2029 and interest rates from 5.25% - 10.50% -0- | Bonds / Notes | — | — | $1.1M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $720K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $614K | 0.2% | |
| John Hancock Disc Value Intl R6 | Other securities | — | — | $487K | 0.2% | |
| T. Rowe Price Government Money Fund | Other securities | — | — | $268K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $56K | <0.1% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $601 | <0.1% |
