Joseph Ziegler signed Vitamedmd, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vitamedmd, LLC's EIN is 26-2704476.
Download the official 2022 Form 5500 (PDF) for Vitamedmd, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Vitamedmd, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORTITUDE ADVISORY GROUP LLC | 81-3385223 | — | INVESTMENT/FINANCIAL ADVI | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.1M | 15.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.6M | 12.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 11.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.3M | 9.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.2M | 8.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.1M | 8.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $593K | 4.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $570K | 4.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $500K | 3.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $395K | 2.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $338K | 2.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $324K | 2.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $310K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $291K | 2.1% | |
| FEDERATED KAUFMANN SMALLCAP R6 | Registered Investment Companies | — | — | $199K | 1.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $193K | 1.4% | |
| COLUMBIA EMERGING MKTS - I3 | Registered Investment Companies | — | — | $189K | 1.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $166K | 1.2% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $164K | 1.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $155K | 1.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $94K | 0.7% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $83K | 0.6% | |
| INVESCO CORPORATE BOND R6 | Registered Investment Companies | — | — | $19K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
