Sarah Slate signed Medlogix, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medlogix, LLC's EIN is 23-2649288.
Download the official 2024 Form 5500 (PDF) for Medlogix, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medlogix, LLC's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2030 Fund - Class A | Mutual Funds | — | — | $5.5M | 19.9% | |
| Fidelity Advisor Freedom 2035 Fund - Class A | Mutual Funds | — | — | $3.8M | 13.8% | |
| Fidelity Advisor Freedom 2040 Fund - Class A | Mutual Funds | — | — | $3.2M | 11.7% | |
| Fidelity Advisor Freedom 2025 Fund - Class A | Mutual Funds | — | — | $2.4M | 8.6% | |
| MFS Growth Fund Class R3 | Mutual Funds | — | — | $2.3M | 8.2% | |
| Fidelity Advisor Freedom 2045 Fund - Class A | Mutual Funds | — | — | $1.4M | 5.1% | |
| Fidelity Advisor Freedom 2020 Fund - Class A | Mutual Funds | — | — | $1.4M | 4.9% | |
| Invesco S&P 500 Index A | Common Collective Trusts | — | — | $983K | 3.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $556K | 2.0% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class A | Other securities | — | — | $549K | 2.0% | |
| Hartford Core Equity Fund Class R4 | Other securities | — | — | $518K | 1.9% | |
| Fidelity Advisor Freedom 2050 Fund - Class A | Mutual Funds | — | — | $506K | 1.8% | |
| Fidelity Advisor Freedom 2055 Fund - Class A | Mutual Funds | — | — | $470K | 1.7% | |
| Invesco Comstock Fund Class A | Mutual Funds | — | — | $434K | 1.6% | |
| Notes receivable from participants | Other securities | — | — | $366K | 1.3% | |
| American Funds Washington Mutual R3 | Mutual Funds | — | — | $345K | 1.2% | |
| Fidelity Advisor Freedom 2060 Fund - Class A | Mutual Funds | — | — | $329K | 1.2% | |
| Federated Hermes Opportunistic High Yield Bond Fund Service Shares | Other securities | — | — | $268K | 1.0% | |
| Federated Hermes MDT Small Cap Core Fund Class A | Other securities | — | — | $262K | 0.9% | |
| Fidelity Advisor Small Cap Growth - Class A | Mutual Funds | — | — | $260K | 0.9% | |
| Fidelity Advisor Freedom 2015 Fund - Class A | Mutual Funds | — | — | $218K | 0.8% | |
| Janus Henderson Balanced Fund Class S | Mutual Funds | — | — | $216K | 0.8% | |
| Morgan Stanley Instl Fund, Inc. Global Opportunity Portfolio Class A | Common Stocks | — | — | $212K | 0.8% | |
| PIMCO Income Fund Class A | Mutual Funds | — | — | $197K | 0.7% | |
| Fidelity Advisor Freedom 2010 Fund - Class A | Mutual Funds | — | — | $165K | 0.6% | |
| Janus Henderson Enterprise S | Mutual Funds | — | — | $126K | 0.5% | |
| Invesco Gold & Special Minerals Fund Class A | Mutual Funds | — | — | $99K | 0.4% | |
| Invesco Developing Markets Fund Class A | Mutual Funds | — | — | $97K | 0.4% | |
| Lord Abbett Short Duration Income Fund Class A | Mutual Funds | — | — | $89K | 0.3% | |
| BNY Mellon Global Fixed Income Fund Class A | Other securities | — | — | $88K | 0.3% | |
| Fidelity Advisor Freedom Income Fund - Class A | Mutual Funds | — | — | $73K | 0.3% | |
| DWS Small Cap Core Fund - Class S | Other securities | — | — | $69K | 0.3% | |
| Eaton Vance Short Dur Infl-Prot Inc A | Common Stocks | — | — | $64K | 0.2% | |
| Dodge & Cox Global Stock Fund Class I | Mutual Funds | — | — | $62K | 0.2% | |
| Fidelity Advisor Freedom 2065 Fund - Class A | Mutual Funds | — | — | $46K | 0.2% | |
| Goldman Sachs U.S. Equity Insights Fund Class A | Other securities | — | — | $21K | <0.1% | |
| American Funds Capital Income Builder R4 | Mutual Funds | — | — | $18K | <0.1% | |
| Franklin Convertible Securities Fund Class A | Mutual Funds | — | — | $17K | <0.1% | |
| Virtus Duff & Phelps Global Real Estate Securities Fund Class A | Other securities | — | — | $509 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
