Medic Management Group, LLC's EIN is 34-1888432.
Download the official 2024 Form 5500 (PDF) for Medic Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medic Management Group, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISORS | 23-2697799 | — | ADVISOR | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $869K | 18.3% | |
| American Funds | Mutual Funds | — | — | $552K | 11.6% | |
| Fidelity | Mutual Funds | — | — | $369K | 7.8% | |
| Janus Henderson | Mutual Funds | — | — | $350K | 7.3% | |
| Harbor Capital | Other securities | — | — | $308K | 6.5% | |
| American Funds | Mutual Funds | — | — | $284K | 6.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $216K | 4.5% | |
| American Funds | Mutual Funds | — | — | $188K | 4.0% | |
| Fidelity | Mutual Funds | — | — | $181K | 3.8% | |
| Fidelity | Mutual Funds | — | — | $127K | 2.7% | |
| Metropolitan West | Other securities | — | — | $124K | 2.6% | |
| Dodge & Cox | Mutual Funds | — | — | $118K | 2.5% | |
| American Funds | Mutual Funds | — | — | $91K | 1.9% | |
| Fidelity | Mutual Funds | — | — | $88K | 1.9% | |
| Neuberger Berman | Other securities | — | — | $84K | 1.8% | |
| Participant Loans | Participant loans | — | — | $83K | 1.7% | |
| American Funds | Mutual Funds | — | — | $79K | 1.6% | |
| BlackRock | Other securities | — | — | $71K | 1.5% | |
| MFS | Mutual Funds | — | — | $68K | 1.4% | |
| Fidelity | Mutual Funds | — | — | $54K | 1.1% | |
| American Funds | Mutual Funds | — | — | $53K | 1.1% | |
| Fidelity | Mutual Funds | — | — | $52K | 1.1% | |
| AB Global | Other securities | — | — | $51K | 1.1% | |
| Parametric | Other securities | — | — | $45K | 1.0% | |
| Fidelity | Mutual Funds | — | — | $44K | 0.9% | |
| Fidelity | Mutual Funds | — | — | $35K | 0.7% | |
| American Funds | Mutual Funds | — | — | $35K | 0.7% | |
| T. Rowe Price | Other securities | — | — | $34K | 0.7% | |
| Franklin | Mutual Funds | — | — | $33K | 0.7% | |
| Putnam | Mutual Funds | — | — | $33K | 0.7% | |
| American Funds | Mutual Funds | — | — | $23K | 0.5% | |
| American Funds | Mutual Funds | — | — | $20K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
