Rachel Conwell signed Informed Medical Decisions, Inc. DBA Informeddna's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Informed Medical Decisions, Inc. DBA Informeddna's EIN is 26-1327289.
Download the official 2024 Form 5500 (PDF) for Informed Medical Decisions, Inc. DBA Informeddna from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Informed Medical Decisions, Inc. DBA Informeddna's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2050 IPR " | Common Collective Trusts | — | — | $1.7M | 23.3% | |
| FID FDM IDX 2045 IPR " | Common Collective Trusts | — | — | $991K | 13.6% | |
| FID FDM IDX 2040 IPR " | Common Collective Trusts | — | — | $838K | 11.5% | |
| FID 500 INDEX " | Common Collective Trusts | — | — | $821K | 11.3% | |
| JPM LG CAP GROWTH R6 " | Other securities | — | — | $691K | 9.5% | |
| FID FDM IDX 2055 IPR " | Common Collective Trusts | — | — | $611K | 8.4% | |
| FID FDM IDX 2035 IPR " | Common Collective Trusts | — | — | $387K | 5.3% | |
| FID FDM IDX 2030 IPR " | Common Collective Trusts | — | — | $166K | 2.3% | |
| FID FDM IDX 2025 IPR " | Common Collective Trusts | — | — | $164K | 2.3% | |
| FID INTL INDEX " | Mutual Funds | — | — | $154K | 2.1% | |
| FID MID CAP IDX " | Common Collective Trusts | — | — | $86K | 1.2% | |
| FID SM CAP IDX " | Common Collective Trusts | — | — | $83K | 1.1% | |
| MFS INTL DIVRSN R3 " | Mutual Funds | — | — | $80K | 1.1% | |
| NB GENESIS - TR CL " | Other securities | — | — | $74K | 1.0% | |
| FID FDM IDX 2060 IPR " | Common Collective Trusts | — | — | $68K | 0.9% | |
| RBC EMRG MKTS EQ A " | Other securities | — | — | $64K | 0.9% | |
| FID US BOND IDX " | Common Collective Trusts | — | — | $59K | 0.8% | |
| J H ENTERPRISE I " | Other securities | — | — | $57K | 0.8% | |
| FIDELITY GOVT INCOME " | Mutual Funds | — | — | $38K | 0.5% | |
| MFS MA INV TRUST R3 Mutual Fund | Mutual Funds | — | — | $33K | 0.5% | |
| UM BEHAVIORAL VAL R6 " | Other securities | — | — | $28K | 0.4% | |
| FH TOTAL RTN BOND IS " | Other securities | — | — | $24K | 0.3% | |
| AS SPL MID CAP VAL A " | Other securities | — | — | $22K | 0.3% | |
| FID REAL ESTATE INVS " | Mutual Funds | — | — | $18K | 0.2% | |
| DODGE & COX STOCK I " | Mutual Funds | — | — | $8K | 0.1% | |
| FID GOVT MMKT " | Mutual Funds | — | — | $7K | <0.1% | |
| FID FDM IDX 2065 IPR " | Common Collective Trusts | — | — | $4K | <0.1% | |
| FID FDM IDX INC IPR " | Common Collective Trusts | — | — | $3K | <0.1% | |
| FID INFL PR BD IDX " | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
