Talal El-Husseini signed 3MD, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
3MD, Inc.'s EIN is 26-1460116.
Download the official 2024 Form 5500 (PDF) for 3MD, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)3MD, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1397347 | — | ADVISOR | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM LRGCP GRWTH Mutual fund | Other securities | — | — | $2.8M | 11.9% | |
| VNGRD 500 INDX Mutual fund | Other securities | — | — | $2.5M | 10.6% | |
| AM FDS EUPAC GRWTH Mutual fund | Other securities | — | — | $2.4M | 10.4% | |
| BLKRK STRTGC INCM OPP Mutual fund | Other securities | — | — | $1.9M | 8.1% | |
| DODG CX INCM Mutual fund | Other securities | — | — | $1.9M | 8.0% | |
| JPM EQTY INCM Mutual fund | Other securities | — | — | $1.5M | 6.4% | |
| AB GLBL BOND Mutual fund | Other securities | — | — | $1.2M | 5.0% | |
| CHN STRS RLTY Mutual fund | Other securities | — | — | $1.1M | 4.5% | |
| VNGRD TTL INTL STCK INDX Mutual fund | Other securities | — | — | $1.0M | 4.4% | |
| LRD ABT FLOATING RATE Mutual fund | Bonds / Notes | — | — | $1.0M | 4.3% | |
| VNGRD SLCTD VALUE Mutual fund | Other securities | — | — | $972K | 4.1% | |
| IVY MIDCP GRWTH Mutual fund | Other securities | — | — | $953K | 4.0% | |
| AB HIGH INCM Mutual fund | Other securities | — | — | $707K | 3.0% | |
| VNGRD SMCP GRWTH INDX Mutual fund | Other securities | — | — | $705K | 3.0% | |
| VNGRD SMCP INDX Mutual fund | Other securities | — | — | $626K | 2.7% | |
| LINCOLN STABLE VALUE ACCOUNT General account guaranteed | Stable Value | — | — | $335K | 1.4% | |
| VNGRD TRGT RTRMT 2040 Mutual fund | Other securities | — | — | $310K | 1.3% | |
| VNGRD TTL BOND MRKT INDX Mutual fund | Other securities | — | — | $233K | 1.0% | |
| VNGRD TRGT RTRMT 2050 Mutual fund | Other securities | — | — | $228K | 1.0% | |
| with maturities through 2044 -0- | Other securities | — | — | $198K | 0.8% | |
| VNGRD TRGT RTRMT 2035 Mutual fund | Other securities | — | — | $158K | 0.7% | |
| VNGRD TRGT RTRMT 2030 Mutual fund | Other securities | — | — | $129K | 0.6% | |
| DFA US STNBLTY CORE 1 PORT Mutual fund | Mutual Funds | — | — | $118K | 0.5% | |
| VNGRD TRGT RTRMT 2055 Mutual fund | Other securities | — | — | $112K | 0.5% | |
| VNGRD TRGT RTRMT 2045 Mutual fund | Other securities | — | — | $105K | 0.4% | |
| VNGRD TRGT RTRMT 2025 Mutual fund | Other securities | — | — | $86K | 0.4% | |
| VNGRD TRGT RTRMT 2065 Mutual fund | Other securities | — | — | $78K | 0.3% | |
| VNGRD TRGT RTRMT 2060 Mutual fund | Other securities | — | — | $37K | 0.2% | |
| VNGRD MIDCP INDX Mutual fund | Other securities | — | — | $36K | 0.2% | |
| DFA INTL STNBLTY CORE 1 Mutual fund | Mutual Funds | — | — | $26K | 0.1% | |
| DFA US SMCP VALUE Mutual fund | Mutual Funds | — | — | $25K | 0.1% | |
| DFA EMRG MRKTTS CORE EQTY Mutual fund | Mutual Funds | — | — | $12K | <0.1% | |
| VNGRD TRGT RTRMT 2070 Mutual fund | Other securities | — | — | $2K | <0.1% | |
| VNGRD TRGT RTRMT 2020 Mutual fund | Other securities | — | — | $2K | <0.1% | |
| VNGRD TRGT RTRMT INCM Mutual fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
