TIKA Martin signed Packard Medical Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Packard Medical Group, Inc.'s EIN is 35-2420096.
Download the official 2024 Form 5500 (PDF) for Packard Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Packard Medical Group, Inc.'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 INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual Funds | Common Collective Trusts | — | — | $10.9M | 10.7% | |
| AF Trgt Date 2040 Mutual Funds | Other securities | — | — | $10.7M | 10.4% | |
| AF Trgt Date 2025 Mutual Funds | Other securities | — | — | $9.0M | 8.7% | |
| AF Trgt Date 2030 Mutual Funds | Other securities | — | — | $8.8M | 8.6% | |
| AF Trgt Date 2045 Mutual Funds | Other securities | — | — | $7.6M | 7.4% | |
| AF Trgt Date 2050 Mutual Funds | Other securities | — | — | $7.3M | 7.1% | |
| Fid Contrafund Mutual Funds | Mutual Funds | — | — | $5.7M | 5.5% | |
| AF Trgt Date 2035 Mutual Funds | Other securities | — | — | $5.2M | 5.1% | |
| Fid Tot Mkt Idx Mutual Funds | Common Collective Trusts | — | — | $5.2M | 5.1% | |
| MFS Bl Rsh Cor Eq Mutual Funds | Mutual Funds | — | — | $4.4M | 4.3% | |
| AF Trgt Date 2020 Mutual Funds | Other securities | — | — | $3.2M | 3.1% | |
| Fid Govt Mmkt Interest-bearing Cash | Mutual Funds | — | — | $2.7M | 2.7% | |
| AF Trgt Date 2055 Mutual Funds | Other securities | — | — | $2.4M | 2.3% | |
| Vang Tot Bd Mkt Adm Mutual Funds | Other securities | — | — | $2.0M | 2.0% | |
| Dodge & Cox Stock Mutual Funds | Mutual Funds | — | — | $2.0M | 1.9% | |
| Vang Mid Cap Idx Adm Mutual Funds | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| Fid Intl Index Mutual Funds | Mutual Funds | — | — | $1.5M | 1.5% | |
| Putnam Sm Cap Gr Mutual Funds | Mutual Funds | — | — | $1.3M | 1.2% | |
| Vang Sm Cp Vl Idx Adm Mutual Funds | Common Collective Trusts | — | — | $1.1M | 1.1% | |
| Fid Capital & Income Mutual Funds | Mutual Funds | — | — | $1.1M | 1.0% | |
| Vang Intm Inv Gr Adm Mutual Funds | Other securities | — | — | $1.0M | 1.0% | |
| Vang Sm Cap Idx Adm Mutual Funds | Common Collective Trusts | — | — | $994K | 1.0% | |
| Fid Intl Growth Mutual Funds | Mutual Funds | — | — | $933K | 0.9% | |
| DFA Emerging Mkts Mutual Funds | Mutual Funds | — | — | $836K | 0.8% | |
| AF Trgt Date 2060 Mutual Funds | Other securities | — | — | $722K | 0.7% | |
| Fid Total Bond Mutual Funds | Mutual Funds | — | — | $720K | 0.7% | |
| Ev Ac SMid Cap Mutual Funds | Other securities | — | — | $446K | 0.4% | |
| AF Trgt Date 2015 Mutual Funds | Other securities | — | — | $445K | 0.4% | |
| MFS Intl Intr Val Mutual Funds | Mutual Funds | — | — | $405K | 0.4% | |
| Vang Em Stk Idx Adm Mutual Funds | Common Collective Trusts | — | — | $400K | 0.4% | |
| Vang Real Est Index Adm Mutual Funds | Other securities | — | — | $330K | 0.3% | |
| Pimco Income Inst Mutual Funds | Mutual Funds | — | — | $323K | 0.3% | |
| Parnassus Core Eq Mutual Funds | Other securities | — | — | $228K | 0.2% | |
| DFA Inf Prt Sec Port Mutual Funds | Mutual Funds | — | — | $203K | 0.2% | |
| DFA US Sm Cap Value Mutual Funds | Mutual Funds | — | — | $194K | 0.2% | |
| MFS Mid Cap Value Mutual Funds | Mutual Funds | — | — | $172K | 0.2% | |
| Participant Loans 7 loans; 4.25-9.50% | Bonds / Notes | — | — | $146K | 0.1% | |
| TRP Floating Rate Mutual Funds | Bonds / Notes | — | — | $142K | 0.1% | |
| PIF Glb Rl Est Mutual Funds | Other securities | — | — | $123K | 0.1% | |
| AF Small Cap World Mutual Funds | Other securities | — | — | $34K | <0.1% | |
| AF Trgt Date 2010 Mutual Funds | Other securities | — | — | $16K | <0.1% | |
| PIM Intl Bd US$H Mutual Funds | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
