Linda Vargas signed MD7, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MD7, LLC's EIN is 41-2187947.
Download the official 2024 Form 5500 (PDF) for MD7, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MD7, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.6M | 17.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.2M | 12.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 12.0% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $982K | 10.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $947K | 10.2% | |
| s (continued) Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $725K | 7.8% | |
| MFS Growth Fund | Mutual Funds | — | — | $564K | 6.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $538K | 5.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $279K | 3.0% | |
| Invesco Diversified Dividend Fund | Mutual Funds | — | — | $224K | 2.4% | |
| BlackRock Mid-Cap Growth Equity Fund | Other securities | — | — | $153K | 1.6% | |
| Federated Hermes FH Kaufmann Small Cap | Other securities | — | — | $133K | 1.4% | |
| Allspring Special Allspring Special Mid Cap Value Fund | Other securities | — | — | $122K | 1.3% | |
| Allspring Special Allspring Special Small Cap Value Fund | Other securities | — | — | $113K | 1.2% | |
| Hartford International Opportunities Fund | Other securities | — | — | $92K | 1.0% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $63K | 0.7% | |
| Money market Vanguard Federal Money Market Fund | Mutual Funds | — | — | $61K | 0.7% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $56K | 0.6% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $45K | 0.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $38K | 0.4% | |
| PGIM Investments PGIM Total Return Bond Fund | Other securities | — | — | $33K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $32K | 0.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $21K | 0.2% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $10K | 0.1% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Government Cash Reserves | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Mid Cap Index Fund 353 Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
