Theresa Graff signed Mdvip, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mdvip, LLC's EIN is 36-4464609.
Download the official 2024 Form 5500 (PDF) for Mdvip, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mdvip, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | NONE | $64K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | Common Collective Trusts | — | — | $13.2M | 22.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $5.5M | 9.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.9M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.2M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.9% | |
| JANUS HENDERSON CORE PLUS SEI TRUST COMPANY · EIN 47-1570020 / PN 075 | Common Collective Trust | — | — | $1.8M | 3.1% | |
| Vanguard Total Intl Stock Index - Admiral Mutual Fund | Mutual Funds | — | — | $1.7M | 2.9% | |
| Champlain Mid Cap Institutional Mutual Fund | Other securities | — | — | $1.7M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.6% | |
| Vanguard Small Cap Index Fund - Admiral Mutual Fund | Common Collective Trusts | — | — | $1.4M | 2.3% | |
| GW & K SMALL CAP CORE EQ CIF GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 002 | Common Collective Trust | — | — | $1.2M | 2.1% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Mutual Funds | — | — | $1.2M | 2.0% | |
| Notes Receivable from Participants Participant loans (interest | Participant loans | — | — | $860K | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $765K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $698K | 1.2% | |
| BNY Mellon International Stock Fund I Mutual Fund | Other securities | — | — | $573K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $323K | 0.5% | |
| Manning & Napier Rainier Int Discovery Z Mutual Fund | Other securities | — | — | $300K | 0.5% | |
| Nuveen Emerging Markets Mutual Fund | Mutual Funds | — | — | $273K | 0.5% | |
| PARNASSUS SUSTAINABLE EQ CL 1 SEI TRUST COMPANY · EIN 85-3199856 / PN 144 | Common Collective Trust | — | — | $260K | 0.4% | |
| William Blair Large Cap Growth Mutual Fund | Other securities | — | — | $226K | 0.4% | |
| RBC Emerging Markets Equity I Mutual Fund | Other securities | — | — | $220K | 0.4% | |
| Hartford Dividend and Growth Mutual Fund | Other securities | — | — | $179K | 0.3% | |
| Fidelity Advisor Real Estate Income Int Mutual Fund | Mutual Funds | — | — | $122K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $73K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $29K | <0.1% | |
| T. Rowe Price Government Money Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| TIAA-CREF EMERGING MARKETS DEBT ADV TIAA-CREF MUTUAL FUNDS · EIN 37-6558781 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
