Shelisa A. Dalton signed The Medical College of Wisconsin, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Medical College of Wisconsin, Inc.'s EIN is 39-0806261.
Download the official 2024 Form 5500 (PDF) for The Medical College of Wisconsin, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Medical College of Wisconsin, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $615K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL |
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.
| 04-2647786 |
| — |
| SERVICE PROVIDER |
| $16K |
| — |
| TIAA | 13-1624203 | — | RECORD KEEPER | $5K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $675 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORS, LLC | 13-3831584 | — | SECURITIES BROKER | $71K | — |
| WFA ASSET MANAGEMENT CORP | 39-1659836 | — | SECURITIES BROKER | $53K | — |
| LARSON FINANCIAL GROUP LLC | 20-4773945 | — | SECURITIES BROKER | $49K | — |
| WEALTH ENHANCEMENT ADVISORY SE | 41-2016508 | — | SECURITIES BROKER | $31K | — |
| CREATIVE PLANNING, LLC | 43-1270780 | — | SECURITIES BROKER | $27K | — |
| ELLENBECKER INVESTMENT | 39-1868175 | — | SECURITIES BROKER | $19K | — |
| THE MILWEALTH GROUP LLC | 39-1976985 | — | SECURITIES BROKER | $18K | — |
| BLACKHAWK CAPITAL PARTNERS, LLC | 45-2341486 | — | SECURITIES BROKER | $16K | — |
| LANDAAS & COMPANY | 39-1628643 | — | SECURITIES BROKER | $16K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $12K | — |
| VESTIA ADVISORS LLC | 82-1828832 | — | SECURITIES BROKER | $10K | — |
| COMPASS CAPITAL MANAGEMENT INC | 41-1611668 | — | SECURITIES BROKER | $8K | — |
| PETTINGA FINANCIAL ADVISORS, LLC | 27-4279360 | — | SECURITIES BROKER | $7K | — |
| BROADVIEW FINANCIAL MANAGEMENT | 47-3857922 | — | SECURITIES BROKER | $6K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund - | Common Collective Trusts | — | — | $297.7M | 11.5% | |
| Vanguard Target Retirement 2040 Mutual fund - | Mutual Funds | — | — | $184.8M | 7.1% | |
| TIAA Traditional Annuity Guaranteed investment contract - | Stable Value | — | — | $182.9M | 7.0% | |
| Vanguard Target Retirement 2035 Mutual fund - | Mutual Funds | — | — | $160.1M | 6.2% | |
| Vanguard Target Retirement 2045 Mutual fund - | Mutual Funds | — | — | $159.2M | 6.1% | |
| Vanguard Target Retirement 2030 Mutual fund - | Mutual Funds | — | — | $137.0M | 5.3% | |
| Self-directed brokerage accounts Charles Schwab Institutional Personal Choice Retirement Account Self-directed brokerage accounts - | Self-Directed Brokerage | — | — | $128.6M | 5.0% | |
| Vanguard Target Retirement 2050 Mutual fund - | Mutual Funds | — | — | $122.9M | 4.7% | |
| Fidelity Mid Cap Index Mutual fund - 149 * Fidelity Small Cap Index Mutual fund - 349 * CREF Stock R2 Mutual fund - | Mutual Funds | — | — | $113.3M | 4.4% | |
| Vanguard Target Retirement 2025 Mutual fund - | Mutual Funds | — | — | $97.2M | 3.7% | |
| MFS International Equity R6 Mutual fund - | Mutual Funds | — | — | $95.9M | 3.7% | |
| Fidelity US Bd Index Mutual fund - | Mutual Funds | — | — | $77.8M | 3.0% | |
| New York Life Guaranteed Interest Account Guaranteed investment contract - | Stable Value | — | — | $77.0M | 3.0% | |
| AB Lg Cap Gr A Mutual fund - | Other securities | — | — | $69.5M | 2.7% | |
| Vanguard Equity Inc Adm Mutual fund - | Mutual Funds | — | — | $63.9M | 2.5% | |
| Fidelity Mid Cap Index Mutual fund - | Mutual Funds | — | — | $58.7M | 2.3% | |
| Allspring Core Plus Bd Instl Mutual fund - | Other securities | — | — | $58.0M | 2.2% | |
| Vanguard Target Retirement 2055 Mutual fund - | Mutual Funds | — | — | $52.8M | 2.0% | |
| Vanguard Target Retirement 2020 Mutual fund - | Mutual Funds | — | — | $49.7M | 1.9% | |
| Federated Hermes MDT Mid Cap Growth IS Mutual fund - | Other securities | — | — | $41.5M | 1.6% | |
| Fidelity Small Cap Index Mutual fund - | Mutual Funds | — | — | $41.5M | 1.6% | |
| CREF Growth R2 Mutual fund - | Mutual Funds | — | — | $28.7M | 1.1% | |
| CREF Global Equities R2 Mutual fund - | Mutual Funds | — | — | $26.4M | 1.0% | |
| Goldman Sachs Emerging Mkt Eq Instl Mutual fund - | Other securities | — | — | $25.1M | 1.0% | |
| Vanguard Target Retirement Inc Mutual fund - | Mutual Funds | — | — | $19.8M | 0.8% | |
| Vanguard Target Retirement 2060 Mutual fund - | Mutual Funds | — | — | $19.3M | 0.7% | |
| TIAA Traditional Annuity Guaranteed investment contract - | Stable Value | — | — | $19.1M | 0.7% | |
| Wasatch Core Growth Mutual fund - | Other securities | — | — | $15.9M | 0.6% | |
| CREF Equity Index R2 Mutual fund - | Common Collective Trusts | — | — | $15.7M | 0.6% | |
| CREF Social Choice R2 Mutual fund - | Mutual Funds | — | — | $15.0M | 0.6% | |
| Lincoln National Life Multi-Fund separate accounts Registered separate account - | Pooled Separate Accounts | — | — | $14.0M | 0.5% | |
| Allspring Mid Cap Val I Mutual fund - | Other securities | — | — | $12.3M | 0.5% | |
| Vanguard Target Retirement 2025 Mutual fund - | Mutual Funds | — | — | $11.2M | 0.4% | |
| Franklin Small Cap Value Adv Mutual fund - | Mutual Funds | — | — | $10.1M | 0.4% | |
| Lincoln National Life Multi-Fund Fixed Annuity Guaranteed investment contract - | Stable Value | — | — | $9.6M | 0.4% | |
| CREF Core Bond R2 Mutual fund - | Mutual Funds | — | — | $9.4M | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $9.3M | 0.4% | |
| CREF Money Market R2 Mutual fund - | Mutual Funds | — | — | $8.7M | 0.3% | |
| Vanguard Target Retirement 2030 Mutual fund - | Mutual Funds | — | — | $6.0M | 0.2% | |
| Notes receivable from participants Maturity 1/25/2025-4/22/2039 Interest 4.25%-9.50% - | Bonds / Notes | — | — | $5.1M | 0.2% | |
| CREF Inflation-Linked Bond R2 Mutual fund - | Mutual Funds | — | — | $5.0M | 0.2% | |
| Vanguard Target Retirement 2065 Inv Mutual fund - | Mutual Funds | — | — | $3.9M | 0.1% | |
| Vanguard Target Retirement 2035 Mutual fund - | Mutual Funds | — | — | $3.4M | 0.1% | |
| Vanguard Target Retirement 2050 Mutual fund - 31 Vanguard Equity Inc Adm Mutual fund - 155 Vanguard Target Retirement Inc Mutual fund - | Mutual Funds | — | — | $3.4M | 0.1% | |
| Fidelity 500 Index Mutual fund - | Common Collective Trusts | — | — | $3.3M | 0.1% | |
| Vanguard Target Retirement 2040 Mutual fund - | Mutual Funds | — | — | $3.1M | 0.1% | |
| Variable Annuity Life Insurance Company Registered separate account - | Pooled Separate Accounts | — | — | $2.0M | <0.1% | |
| Fidelity US Bond Index Mutual fund - | Mutual Funds | — | — | $1.8M | <0.1% | |
| Vanguard Target Retirement 2020 Mutual fund - | Mutual Funds | — | — | $1.6M | <0.1% | |
| Vanguard Target Retirement 2055 Mutual fund - 604 GS Emerging Markets Equity A Mutual fund - 43 AB Large Cap Growth A Mutual fund - | Mutual Funds | — | — | $1.2M | <0.1% |
