Sharp REES-Stealy Medical Group, Inc.'s EIN is 33-0106028.
Download the official 2024 Form 5500 (PDF) for Sharp REES-Stealy Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sharp REES-Stealy Medical Group, Inc.'s plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY D/B/A MATRIX TRUST | 75-3182674 | DENVER, CO | TRUSTEE | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRAVITZ, LLC | 82-3719843 | KANSAS CITY, MO | NONE | $82K | — |
| MATRIX FINANCIAL SOLUTIONS (MFS) |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Treasury Note/Bond Rate of Interest: 1.125%; Maturity Date: 01/15/2025 | U.S. Treasuries | — | $4.6M | $4.6M | 8.4% | |
| US Treasury Note/Bond Rate of Interest: 4.875%; Maturity Date: 05/31/2026 | U.S. Treasuries | — | $4.5M | $4.6M | 8.2% | |
| US Treasury Note/Bond Rate of Interest: 3.875%; Maturity Date: 03/31/2025 | U.S. Treasuries | — | $4.5M | $4.5M | 8.2% | |
| US Treasury Note/Bond Rate of Interest: 5.000%; Maturity Date: 09/30/2025 | U.S. Treasuries | — | $4.5M | $4.5M | 8.1% | |
| US Treasury Note/Bond Rate of Interest: 4.125%; Maturity Date: 10/31/2026 | U.S. Treasuries | — | $4.5M | $4.5M | 8.1% | |
| US Treasury When Issued Note/Bond Rate of Interest: 3.500%; Maturity Date: 09/30/2026 | U.S. Treasuries | — | $4.5M | $4.5M | 8.1% | |
| Bernstein Cash and Cash Equivalents | Cash / Money Market | — | $419K | $419K | 0.8% | |
| Federated Government Obligations Fund IS Cash and Cash Equivalents | Cash / Money Market | — | $127K | $127K | 0.2% |
| 20-1591048 |
| DENVER, CO |
| SERVICE PROVIDER |
| $27K |
| — |
