TINA Gagnon signed Medicus Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medicus Management Services, LLC's EIN is 26-1598794.
Download the official 2024 Form 5500 (PDF) for Medicus Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medicus Management Services, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $77K | — |
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 Freedom Index 2045 Fund " | Mutual Funds | — | — | $4.3M | 16.2% | |
| Fidelity Freedom Index 2050 Fund " | Mutual Funds | — | — | $4.1M | 15.5% | |
| Fidelity Freedom Index 2035 Fund " | Mutual Funds | — | — | $3.0M | 11.3% | |
| Fidelity Freedom Index 2055 Fund " | Mutual Funds | — | — | $3.0M | 11.3% | |
| Fidelity Freedom Index 2060 Fund " | Mutual Funds | — | — | $2.4M | 9.2% | |
| Fidelity Freedom Index 2040 Fund " | Mutual Funds | — | — | $1.9M | 7.0% | |
| Fidelity Freedom Index 2065 Fund " | Mutual Funds | — | — | $1.2M | 4.7% | |
| Fidelity Contrafund " | Mutual Funds | — | — | $1.1M | 4.0% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $883K | 3.3% | |
| Fidelity Total Market Index Fund " | Common Collective Trusts | — | — | $638K | 2.4% | |
| DFA US Small Cap Portfolio Mutual fund | Mutual Funds | — | — | $365K | 1.4% | |
| Fidelity Freedom Index 2025 Fund " ** 377 * Fidelity Freedom Index 2030 Fund " | Mutual Funds | — | — | $360K | 1.4% | |
| DFA US Large Cap Value Portfolio " | Mutual Funds | — | — | $326K | 1.2% | |
| Fidelity Freedom Index 2070 Fund " ** 343 * Fidelity Mid Cap Growth Index Fund " | Common Collective Trusts | — | — | $301K | 1.1% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $294K | 1.1% | |
| DFA Emerging Markets Portfolio " | Mutual Funds | — | — | $232K | 0.9% | |
| DFA International Small Company Portfolio " | Mutual Funds | — | — | $214K | 0.8% | |
| Vanguard Total Bond Market Index Fund " | Common Collective Trusts | — | — | $209K | 0.8% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $208K | 0.8% | |
| DFA International Value Portfolio " | Mutual Funds | — | — | $196K | 0.7% | |
| Fidelity Small Cap Growth Index Fund " | Common Collective Trusts | — | — | $192K | 0.7% | |
| DFA US Small Cap Value Portfolio " | Mutual Funds | — | — | $172K | 0.6% | |
| Fidelity Real Estate Index Fund " | Common Collective Trusts | — | — | $140K | 0.5% | |
| American Funds American Balanced Fund " | Mutual Funds | — | — | $123K | 0.5% | |
| PGIM High Yield Fund " | Other securities | — | — | $98K | 0.4% | |
| Fidelity Managed Income Portfolio Common collective trust | Common Collective Trusts | — | — | $74K | 0.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $74K | 0.3% | |
| Allspring Core Bond Fund " | Other securities | — | — | $72K | 0.3% | |
| DFA US Target Value Fund " | Mutual Funds | — | — | $62K | 0.2% | |
| Lord Abbett Short Duration Income Fund " | Mutual Funds | — | — | $57K | 0.2% | |
| Metropolitan West Total Return Bond Fund " | Other securities | — | — | $18K | <0.1% | |
| Fidelity Freedom Index 2015 Fund " | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
