Douglas Kaleugher signed Med-Fast Pharmacy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Med-Fast Pharmacy, Inc.'s EIN is 25-1631348.
Download the official 2024 Form 5500 (PDF) for Med-Fast Pharmacy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Med-Fast Pharmacy, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | — | RECORDKEEPER | $5K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HBKS WEALTH ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| N/A | Other securities | — | — | $1.0M | 19.0% | |
| LORD ABBETT DEVELOPING GROWTH RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 382 | Pooled Separate Account | — | — | $1.0M | 19.0% | |
| N/A | Other securities | — | — | $624K | 11.3% | |
| TRANSAMERICA LARGE CAP GROWTH RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 290 | Pooled Separate Account | — | — | $624K | 11.3% | |
| N/A | Other securities | — | — | $575K | 10.4% | |
| ALLIANCEBERNSTEIN SMALL CAP GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 509 | Pooled Separate Account | — | — | $575K | 10.4% | |
| BLACKROCK GLOBAL ALLOCATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 281 | Pooled Separate Account | — | — | $465K | 8.4% | |
| N/A | Other securities | — | — | $465K | 8.4% | |
| N/A | Other securities | — | — | $367K | 6.7% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $367K | 6.7% | |
| N/A | Other securities | — | — | $226K | 4.1% | |
| THORNBURG INVESTMENT INCOME BUILDER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 544 | Pooled Separate Account | — | — | $226K | 4.1% | |
| PGIM JENNISON MID CAP GROWTH RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 542 | Pooled Separate Account | — | — | $210K | 3.8% | |
| N/A | Other securities | — | — | $210K | 3.8% | |
| BLACKROCK EQUITY DIVIDEND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $192K | 3.5% | |
| N/A | Other securities | — | — | $192K | 3.5% | |
| TRANSAMERICA FUTUREFOCUS 2045 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 658 | Pooled Separate Account | — | — | $156K | 2.8% | |
| N/A | Other securities | — | — | $156K | 2.8% | |
| TRANSAMERICA FUTUREFOCUS 2050 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 659 | Pooled Separate Account | — | — | $155K | 2.8% | |
| N/A | Other securities | — | — | $155K | 2.8% | |
| TRANSAMERICA FUTUREFOCUS 2025 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 654 | Pooled Separate Account | — | — | $147K | 2.7% | |
| N/A | Other securities | — | — | $147K | 2.7% | |
| FIRST EAGLE OVERSEAS RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 291 | Pooled Separate Account | — | — | $130K | 2.4% | |
| N/A | Other securities | — | — | $130K | 2.4% | |
| N/A | Other securities | — | — | $121K | 2.2% | |
| TRANSAMERICAN FUTUREFOCUS 2055 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 660 | Pooled Separate Account | — | — | $121K | 2.2% | |
| Plan number:► 1 (d) Cost (e) Current value N/A | Other securities | — | — | $115K | 2.1% | |
| JPMORGAN CORE BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 292 | Pooled Separate Account | — | — | $115K | 2.1% | |
| N/A 499412 N/A | Other securities | — | — | $76K | 1.4% | |
| TRANSAMERICA LARGE CAP VALUE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 541 | Pooled Separate Account | — | — | $55K | 1.0% | |
| N/A | Other securities | — | — | $55K | 1.0% | |
| TRANSAMERICA FUTUREFOCUS IN RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 661 | Pooled Separate Account | — | — | $52K | 0.9% | |
| N/A | Other securities | — | — | $52K | 0.9% | |
| TRANSAMERICA FUTUREFOCUS 2035 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 656 | Pooled Separate Account | — | — | $49K | 0.9% | |
| N/A | Other securities | — | — | $49K | 0.9% | |
| N/A | Other securities | — | — | $35K | 0.6% | |
| TRANSAMERICA FUTUREFOCUS 2040 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 657 | Pooled Separate Account | — | — | $35K | 0.6% | |
| TRANSAMERICA FUTUREFOCUS 2030 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 655 | Pooled Separate Account | — | — | $35K | 0.6% | |
| N/A | Other securities | — | — | $35K | 0.6% | |
| N/A | Other securities | — | — | $32K | 0.6% | |
| TEMPLETON GLOBAL BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $32K | 0.6% | |
| TRANSAMERICA FUTUREFOCUS 2060 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 091 | Pooled Separate Account | — | — | $28K | 0.5% | |
| N/A | Other securities | — | — | $28K | 0.5% | |
| LOOMIS SAYLES BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $28K | 0.5% | |
| N/A | Other securities | — | — | $28K | 0.5% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $21K | 0.4% | |
| N/A | Other securities | — | — | $21K | 0.4% | |
| VIRTUS CEREDEX MID-CAP VAL EQTY RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $18K | 0.3% | |
| N/A | Other securities | — | — | $18K | 0.3% | |
| N/A | Other securities | — | — | $14K | 0.3% |
| 34-1925718 |
| — |
| INVESTMENT ADVISORY - PL |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CYPHER & CYPHER | 25-1385288 | — | AUDIT | $10K | — |
