Donald Jones signed Midwest Anesthesia Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midwest Anesthesia Partners LLC's EIN is 36-4093188.
Download the official 2024 Form 5500 (PDF) for Midwest Anesthesia Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwest Anesthesia Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account * Charles Schwab & Co., Inc. Personal Choice Retirement Account (1) | Self-Directed Brokerage | — | — | $67.3M | 48.2% | |
| PIMCO TOTAL RETURN FUND Registered Investment Company | Mutual Funds | — | — | $10.0M | 7.2% | |
| Vanguard Growth Index Fund - Adm (1) | Common Collective Trusts | — | — | $9.3M | 6.7% | |
| Fidelity 500 Index (1) | Common Collective Trusts | — | — | $9.2M | 6.6% | |
| DFA U.S. Large Cap Value III (1) | Mutual Funds | — | — | $8.8M | 6.3% | |
| DFA International Core Equity Portfolio - Instl (1) | Mutual Funds | — | — | $5.0M | 3.6% | |
| Vanguard Mid-Cap Index Fund - Adm (1) | Common Collective Trusts | — | — | $4.3M | 3.1% | |
| DFA U.S. Targeted Value Portfolio - Instl (1) | Mutual Funds | — | — | $4.3M | 3.1% | |
| Fund Advisors DFA Emerging Markets Core Equity Portfolio - Instl (1) | Mutual Funds | — | — | $3.4M | 2.4% | |
| Vanguard Inflation-Protected Securities Fund - Adm (1) | Mutual Funds | — | — | $2.8M | 2.0% | |
| DFA Global Real Estate Securities Portfolio - Instl (1) | Mutual Funds | — | — | $2.7M | 1.9% | |
| DFA International Small Cap Value Portfolio - Instl (1) | Mutual Funds | — | — | $2.5M | 1.8% | |
| Vanguard Total Bond Market Index Fund - Adm (1) | Common Collective Trusts | — | — | $1.5M | 1.1% | |
| VANGUARD DEVELOPED MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| Vanguard Small-Cap Growth Index Fund - Adm (1) | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| DFA U.S. Small Cap Portfolio - Instl (1) | Mutual Funds | — | — | $953K | 0.7% | |
| VANGUARD INTL GROWTH ADMIRAL Registered Investment Company | Mutual Funds | — | — | $735K | 0.5% | |
| Schwab Funds Schwab Value Advantage Money Fund - Ultra (1) | Mutual Funds | — | — | $676K | 0.5% | |
| Vanguard International Explorer Fund - Inv (1) | Mutual Funds | — | — | $548K | 0.4% | |
| PIMCO Investment Grade Credit Bond Fund - Instl (1) | U.S. Treasuries | — | — | $535K | 0.4% | |
| DFA International Value III (1) | Mutual Funds | — | — | $531K | 0.4% | |
| Vanguard Real Estate Index Fund - Adm (1) | Common Collective Trusts | — | — | $518K | 0.4% | |
| DFA Intermediate Government Fixed Income Portfolio - Instl (1) | Mutual Funds | — | — | $452K | 0.3% | |
| DFA Emerging Markets Value Portfolio - Instl (1) | Mutual Funds | — | — | $392K | 0.3% | |
| PIMCO All Asset Fund - Instl (1) | Mutual Funds | — | — | $325K | 0.2% | |
| Dimensional DFA Commodity Strategy Portfolio - Instl (1) | Mutual Funds | — | — | $242K | 0.2% | |
| Participant Loans (interest rate range 5.00%-9.50%) - | Bonds / Notes | — | — | $110K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WAKEFIELD ASSET MGMT LLLP | 20-8251802 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $355K | — |
| MARK BELL ADVISORY SERVICES IN | 36-3734812 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
