Helen Cox signed Medstar, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medstar, Inc.'s EIN is 38-2666933.
Download the official 2024 Form 5500 (PDF) for Medstar, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medstar, Inc.'s plan includes 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $37K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $9.7M | 89.3% | |
| Empower International Index Fund Investor Class | Common Collective Trusts | — | — | $1.7M | 15.1% | |
| Empower S&P 500 Index Fund Investor Class | Common Collective Trusts | — | — | $1.5M | 13.7% | |
| JPMorgan US Research Enhanced Equity Fund Class A | Other securities | — | — | $1.1M | 9.8% | |
| Empower S&P Mid Cap 400 Index Fund | Common Collective Trusts | — | — | $657K | 6.0% | |
| PUTNAM INCOME A * 230 Empower Annuity Insurance Company of America Unallocated contract - Key Guaranteed Portfolio Fund | Mutual Funds | — | — | $630K | 5.8% | |
| to 9.50 percent - | Other securities | — | — | $544K | 5.0% | |
| Empower Bond Index Fund Investor Class | Common Collective Trusts | — | — | $420K | 3.8% | |
| Empower Lifetime 2025 Fund Service Class | Other securities | — | — | $418K | 3.8% | |
| Empower Moderate Profile Fund Investor Class | Other securities | — | — | $381K | 3.5% | |
| Oppenheimer Global A | Mutual Funds | — | — | $374K | 3.4% | |
| American Funds Growth Fund of Amer R3 | Mutual Funds | — | — | $311K | 2.9% | |
| Empower Conservative Profile Fund Investor Class | Other securities | — | — | $302K | 2.8% | |
| Empower International Value Fund Investor Class | Other securities | — | — | $264K | 2.4% | |
| Empower S&P Smallcap 600 Index Fund | Common Collective Trusts | — | — | $256K | 2.3% | |
| Empower Real Estate Index Fund Investor Class | Common Collective Trusts | — | — | $246K | 2.3% | |
| Columbia Diversified Equity Income A | Other securities | — | — | $187K | 1.7% | |
| Empower US Govt Mortgage Secured Fund I | Other securities | — | — | $174K | 1.6% | |
| Empower T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $168K | 1.5% | |
| Empower Lifetime 2045 Fund Investor Class | Other securities | — | — | $164K | 1.5% | |
| Invesco Comstock R | Mutual Funds | — | — | $160K | 1.5% | |
| Empower Large Cap Value Fund Investor Class II | Other securities | — | — | $155K | 1.4% | |
| Clearbridge Small Cap Growth A | Other securities | — | — | $148K | 1.4% | |
| Marsico Focus | Other securities | — | — | $146K | 1.3% | |
| Ridgeworth Mid-Cap Value Equity A | Other securities | — | — | $98K | 0.9% | |
| Empower Annuity Insurance Company of America Empower Aggressive Profile Fund Investor Class | Common Stocks | — | — | $96K | 0.9% | |
| Empower Lifetime 2055 Fund Service Class | Other securities | — | — | $95K | 0.9% | |
| Delaware Small Cap Core A | Other securities | — | — | $65K | 0.6% | |
| American Funds EuroPacific Growth R3 | Mutual Funds | — | — | $54K | 0.5% | |
| Empower Lifetime 2035 Fund Service Class | Other securities | — | — | $48K | 0.4% | |
| Empower Large Cap Growth Fund Investor Class | Other securities | — | — | $41K | 0.4% | |
| Fidelity Advisor Leveraged Co STK-T | Mutual Funds | — | — | $37K | 0.3% | |
| Empower Small Cap Value Fund Investor Class | Other securities | — | — | $25K | 0.2% | |
| PIMCO Total Return Admin | Mutual Funds | — | — | $18K | 0.2% | |
| Empower Multi-Sector Bond Fund Investor Class | Other securities | — | — | $8K | <0.1% | |
| Empower Lifetime 2040 Fund Service Class * 946 EMPOWER MID CAP VALUE INV | Other securities | — | — | $5K | <0.1% | |
| Empower Lifetime 2030 Fund Service Class | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
