Michael McKelvey signed Life EMS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Life EMS, Inc.'s EIN is 38-2285796.
Download the official 2024 Form 5500 (PDF) for Life EMS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Life EMS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST PRIVATE TRUST COMPANY | 36-4221549 | — | TRUSTEE/RECORDKEEPER/ADV | $92K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund 124,325 shares | Mutual Funds | — | $124K | $6.9M | 20.2% | |
| Delaware Ivy Fund Deleware Ivy Large Cap Growth Fund Advisors 133,761 shares | Other securities | — | $134K | $5.4M | 15.8% | |
| Vanguard Target Retirement 2045 Fund 90,070 shares | Mutual Funds | — | $90K | $2.7M | 7.8% | |
| Dodge & Cox Stock Fund Class 9,511 shares | Mutual Funds | — | $10K | $2.4M | 7.2% | |
| Vanguard 500 Index Fund 4,170 shares | Common Collective Trusts | — | $4K | $2.3M | 6.6% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund (continued) 63,060 shares | Mutual Funds | — | $63K | $2.1M | 6.2% | |
| Vanguard Target Retirement 2035 Fund 78,474 shares | Mutual Funds | — | $78K | $1.9M | 5.5% | |
| Vanguard Mid-Cap Growth Index Fund 16,160 shares | Common Collective Trusts | — | $16K | $1.8M | 5.2% | |
| MetLife Series 25157 CLO 6,168 shares | Structured Credit (CLO/ABS) | — | $6K | $1.2M | 3.6% | |
| STABLE VAL FD COLLECT INV TR 25157 RELIANCE TRUST COMPANY-METLIFE · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $1.2M | 3.6% | |
| Mercer Core Fixed Income 119,252 shares | Other securities | — | $119K | $1.0M | 3.1% | |
| Mercer US Small/Mid Cap Equity 88,614 shares | Other securities | — | $89K | $992K | 2.9% | |
| Vanguard International Growth Fund 8,908 shares | Mutual Funds | — | $9K | $905K | 2.6% | |
| Vanguard Mid-Cap Index Fund 2,696 shares | Common Collective Trusts | — | $3K | $881K | 2.6% | |
| American Funds American Funds Europacific Growth Fund 15,349 shares | Mutual Funds | — | $15K | $825K | 2.4% | |
| Vanguard Target Retirement 2025 Fund 32,896 shares | Mutual Funds | — | $33K | $615K | 1.8% | |
| The Vanguard Group Vanguard Mid-Cap Value Index Fund 6,903 shares | Common Collective Trusts | — | $7K | $578K | 1.7% | |
| Vanguard Short Term Inv Grade 31,959 shares | Mutual Funds | — | $32K | $329K | 1.0% | |
| Vanguard Intl Value Inv 6,032 shares | Mutual Funds | — | $6K | $227K | 0.7% | |
| The Vanguard Group Vanguard Long Term Inv Grade (continued) 22,080 shares | Mutual Funds | — | $22K | $166K | 0.5% | |
| Vanguard Target Retirement 2020 Fund 5,797 shares | Mutual Funds | — | $6K | $153K | 0.4% | |
| Vanguard Small-Cap Value Index Fund 1,761 shares | Common Collective Trusts | — | $2K | $150K | 0.4% | |
| Vanguard Target Retirement 2030 Fund 3,562 shares | Mutual Funds | — | $4K | $135K | 0.4% | |
| Vanguard Target Retirement Income Fund 9,405 shares | Mutual Funds | — | $9K | $123K | 0.4% | |
| Vanguard Small-Cap Index Fund 947 shares | Common Collective Trusts | — | — | $109K | 0.3% | |
| Vanguard Target Retirement 2050 Fund 2,112 shares | Mutual Funds | — | $2K | $105K | 0.3% | |
| Participant loans - Notes receivable 4.25% - 9.50% | Bonds / Notes | — | — | $58K | 0.2% | |
| Mercer Non U.S Core Equity Fund Class l 3,416 shares | Other securities | — | $3K | $35K | 0.1% | |
| Vanguard Developed Markets Index Adm 1,117 shares | Mutual Funds | — | $1K | $17K | <0.1% | |
| Vanguard REIT Index Fund 132 shares | Common Collective Trusts | — | — | $17K | <0.1% | |
| Vanguard Emerging Markets Index Fund 220 shares | Common Collective Trusts | — | — | $8K | <0.1% | |
| Money Market Funds 1,105 shares | Cash / Money Market | — | $1K | $1K | <0.1% | |
| STABLE VAL FD METLIFE SERIES 25053 RELIANCE TRUST COMPANY-METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
