Sheri Dacosta signed Med-Metrix LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Med-Metrix LLC's EIN is 27-3479401.
Download the official 2024 Form 5500 (PDF) for Med-Metrix LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Med-Metrix LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $333K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTMT 2020 I FD | Other securities | — | $0 | $11.8M | 15.8% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $11.8M | 15.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $10.5M | 14.1% | |
| T. ROWE PRICE RTMT 2015 I FD | Other securities | — | $0 | $10.5M | 14.1% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $8.5M | 11.4% | |
| T. ROWE PRICE RTMT BAL I FUND | Other securities | — | $0 | $8.5M | 11.4% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $6.5M | 8.7% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $5.6M | 7.5% | |
| T. ROWE PRICE RTMT 2005 I FD | Other securities | — | $0 | $5.4M | 7.2% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.4M | 7.2% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $3.8M | 5.0% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $3.6M | 4.8% | |
| T. ROWE PRICE RTMT 2010 I FD | Other securities | — | $0 | $2.6M | 3.5% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $1.7M | 2.3% | |
| Participant Loans | Participant loans | — | $0 | $1.4M | 1.8% | |
| T. ROWE PRICE RTMT 2065 I FD | Other securities | — | $0 | $1.2M | 1.6% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $1.1M | 1.5% | |
| Nuveen Real Estate Sec Sel R6 | Mutual Funds | — | $0 | $961K | 1.3% | |
| T. ROWE PRICE RTMT 2045 I FD | Other securities | — | $0 | $878K | 1.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $852K | 1.1% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $852K | 1.1% | |
| Hartford Intl Opp R6 Fund | Other securities | — | $0 | $668K | 0.9% | |
| Fidelity Total Market Index Fd | Common Collective Trusts | — | $0 | $647K | 0.9% | |
| Prin Blue Chip SA-Z | Common Stocks | — | $0 | $598K | 0.8% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $540K | 0.7% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $482K | 0.6% | |
| DFA US Sust Cr 1 Fd | Mutual Funds | — | $0 | $412K | 0.6% | |
| iShs Russ Md-Cp Index K Fund | Other securities | — | $0 | $354K | 0.5% | |
| Invesco Core Plus Bond R6 Fd | Mutual Funds | — | $0 | $339K | 0.5% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $316K | 0.4% | |
| Hartford Strat Income R6 Fund | Other securities | — | $0 | $303K | 0.4% | |
| Fidelity Mid Cap Val Idx Fd | Common Collective Trusts | — | $0 | $298K | 0.4% | |
| Schwab Small Cap Index Fund | Common Collective Trusts | — | $0 | $284K | 0.4% | |
| Invesco Small Cap Value R6 Fd | Mutual Funds | — | $0 | $269K | 0.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $267K | 0.4% | |
| T. ROWE PRICE RTMT 2055 I FD | Other securities | — | $0 | $241K | 0.3% | |
| T. ROWE PRICE RTMT 2060 I FD | Other securities | — | $0 | $220K | 0.3% | |
| PRINCIPAL MID-CAP EQ FD TIER I | Other securities | — | $0 | $199K | 0.3% | |
| BlackRock Infl Pro Bd K Fd | Other securities | — | $0 | $197K | 0.3% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $190K | 0.3% | |
| T. ROWE PRICE RTMT 2050 I FD | Other securities | — | $0 | $179K | 0.2% | |
| Nuveen Large Cap Val Index R6 | Mutual Funds | — | $0 | $174K | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $0 | $144K | 0.2% | |
| T. ROWE PRICE RTMT 2040 I FD | Other securities | — | $0 | $139K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $139K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z | Common Stocks | — | $0 | $139K | 0.2% | |
| Calvert US LC Cr Rsp Idx R6 Fd | Common Collective Trusts | — | $0 | $112K | 0.1% | |
| Fid Adv High Inc Advant Z Fund | Mutual Funds | — | $0 | $108K | 0.1% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | $0 | $106K | 0.1% | |
| PRINCIPAL MID-CAP EQ FD TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $106K | 0.1% |
