Patricia Weiss signed MDRC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MDRC's EIN is 23-7379473.
Download the official 2024 Form 5500 (PDF) for MDRC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MDRC's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF MARIN | 47-1411118 | — | INVESTMENT ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $11.6M | 17.9% | |
| T.Rowe Price Retirement 2040 Fund " | Other securities | — | — | $6.6M | 10.1% | |
| T.Rowe Price Retirement 2050 Fund " | Other securities | — | — | $5.6M | 8.6% | |
| T.Rowe Price Retirement 2030 Fund " | Other securities | — | — | $4.8M | 7.4% | |
| Nuveen Gr & Inc Instl | Mutual Funds | — | — | $4.3M | 6.6% | |
| Vanguard FTSE Social Index Admiral " | Mutual Funds | — | — | $3.3M | 5.1% | |
| TFLIC Guaranteed Investment Option Guaranteed investment contract | Stable Value | — | — | $3.2M | 5.0% | |
| Vanguard Mid Cap Index Admiral " | Mutual Funds | — | — | $2.9M | 4.4% | |
| Vanguard Small Cap Index Admiral " | Mutual Funds | — | — | $2.7M | 4.1% | |
| American Funds American Balanced Fund Class R6 " | Mutual Funds | — | — | $2.5M | 3.8% | |
| T.Rowe Price Retirement 2045 Fund " | Other securities | — | — | $2.4M | 3.7% | |
| T.Rowe Price Retirement 2035 Fund " | Other securities | — | — | $2.0M | 3.1% | |
| American Funds EuroPacific Growth Fund Class R6 " | Mutual Funds | — | — | $1.9M | 2.9% | |
| T.Rowe Price Retirement 2055 Fund " | Other securities | — | — | $1.7M | 2.7% | |
| T.Rowe Price Retirement 2025 Fund " | Other securities | — | — | $1.5M | 2.3% | |
| T.Rowe Price Retirement 2060 Fund " | Other securities | — | — | $1.4M | 2.2% | |
| T.Rowe Price Retirement 2020 Fund " | Other securities | — | — | $1.4M | 2.1% | |
| American Beacon Man Large Cap Value Fund R5 Mutual fund | Other securities | — | — | $1.0M | 1.6% | |
| American Funds New World Fund Class R6 " | Mutual Funds | — | — | $984K | 1.5% | |
| Fidelity Total Bd K6 | Mutual Funds | — | — | $865K | 1.3% | |
| T.Rowe Price Retirement 2065 Fund " | Other securities | — | — | $505K | 0.8% | |
| Vanguard Strategic Eq | Mutual Funds | — | — | $446K | 0.7% | |
| Vanguard Inf-Protected Secs Adm | Mutual Funds | — | — | $236K | 0.4% | |
| * Participants Notes Receivable with interest rates of 4.25% to 9.00% | Bonds / Notes | — | — | $215K | 0.3% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $215K | 0.3% | |
| Vanguard Strategic Small Cap Equity Fund " | Mutual Funds | — | — | $193K | 0.3% | |
| Lord Abbett Short Duration Income Fund I " | Mutual Funds | — | — | $163K | 0.3% | |
| T.Rowe Price Retirement 2010 Fund " | Other securities | — | — | $153K | 0.2% | |
| Vanguard Equity-Income Fund Admiral " | Mutual Funds | — | — | $74K | 0.1% | |
| T.Rowe Price Retirement 2015 Fund " | Other securities | — | — | $58K | <0.1% | |
| JPMorgan Large Cap Growth Fund Class R6 " | Other securities | — | — | $49K | <0.1% | |
| Cash | Cash / Money Market | — | — | $10K | <0.1% | |
| State Street Bank & Trust State Street Instl US Govt Money Market Premier | Cash / Money Market | — | — | $8K | <0.1% | |
| Financial Services Revenue to National 3.8689. | Other securities | — | — | $7K | <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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
