Paul Lopez signed Medwest Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medwest Associates, Inc.'s EIN is 36-3853061.
Download the official 2024 Form 5500 (PDF) for Medwest Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medwest Associates, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $700 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH - FAS | 13-5674085 | — | REGISTERED INVESTMENT ADV | $6K | — |
| MERRILL LYNCH - EPS |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.6M | 20.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.3M | 16.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.1M | 15.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $944K | 12.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $625K | 8.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $564K | 7.4% | |
| John Hancock Variable Insurance Trust - 500 Index Trust | Common Collective Trusts | — | — | $350K | 4.6% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $312K | 4.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $173K | 2.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $150K | 2.0% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $88K | 1.2% | |
| John Hancock Variable Insurance Trust - Small Cap Index Trust | Common Collective Trusts | — | — | $72K | 0.9% | |
| Vanguard Mid-Cap Growth ETF | Mutual Funds | — | — | $70K | 0.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $62K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $55K | 0.7% | |
| Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $37K | 0.5% | |
| John Hancock Stable Value Fund | Stable Value | — | — | $29K | 0.4% | |
| American Funds New World Fund | Mutual Funds | — | — | $26K | 0.3% | |
| John Hancock Bond Fund | Other securities | — | — | $16K | 0.2% | |
| Eaton Vance High Income Opportunities Fund | Other securities | — | — | $14K | 0.2% | |
| Oakmark International Fund | Other securities | — | — | $14K | 0.2% | |
| John Hancock Life Insurance Company** AB Global Bond Fund | Common Stocks | — | — | $6K | <0.1% | |
| Vanguard RET | Mutual Funds | — | — | $5K | <0.1% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD EQUITY-INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| EATON VANCE HIGH INCOME OPPS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| OAKMARK INTERNATIONAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| REGISTERED INVESTMENT ADV |
| $6K |
| — |
