BETH AJAI signed Midcap Financial Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midcap Financial Services, LLC's EIN is 26-3242056.
Download the official 2024 Form 5500 (PDF) for Midcap Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midcap Financial Services, 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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | 47-0648506 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $17.4M | 27.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $4.6M | 7.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $4.5M | 7.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.8M | 5.9% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $3.5M | 5.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $3.4M | 5.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $2.9M | 4.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $2.7M | 4.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.5M | 3.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $2.4M | 3.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.2M | 3.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.8M | 2.7% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $1.4M | 2.1% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $1.2M | 1.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 1.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $945K | 1.5% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $928K | 1.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $899K | 1.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $691K | 1.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $677K | 1.1% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $632K | 1.0% | |
| BLACKROCK ADV SCC K | Registered Investment Companies | — | — | $621K | 1.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $619K | 1.0% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $506K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $447K | 0.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $317K | 0.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $254K | 0.4% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $246K | 0.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $221K | 0.3% | |
| AMERICAN BEACON INTL EQTY R5 | Registered Investment Companies | — | — | $215K | 0.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $122K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $74K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $73K | 0.1% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $55K | <0.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $41K | <0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $27K | <0.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | INVESTMENT/FINANCIAL ADVI | $19K | — |
