John Munson signed McFarland Clinic, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McFarland Clinic, P.C.'s EIN is 42-1089512.
Download the official 2024 Form 5500 (PDF) for McFarland Clinic, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McFarland Clinic, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC |
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 | |||||
|---|---|---|---|---|---|---|
| Personal Choice Retirement Accounts Participant-directed brokerage accounts at Schwab | Self-Directed Brokerage | — | — | $125.3M | 25.7% | |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $109.9M | 22.5% | |
| NORTHERN TR S&P 400 INDEX NL T4 NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $34.3M | 7.0% | |
| Northern Trust Aggregate Bond Index Fund Common collective trust | Common Collective Trusts | — | — | $31.8M | 6.5% | |
| NT CIT AGGREGATE BD IDX NL T4 NORTHERN TRUST INVESTMENTS INC · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $31.8M | 6.5% | |
| VFTC RETIREMENT SAVINGS TRUST IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $30.8M | 6.3% | |
| NORTHERN TRRUSSELL 2000 NL4 NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $25.6M | 5.3% | |
| Great Gray Trust Europacific Growth Trust Common collective trust | Common Collective Trusts | — | — | $22.2M | 4.5% | |
| WILMGT TR CIT AGGE GRW ETF FD WILMINGTON TRUST N A · EIN 20-4196492 / PN 039 | Common Collective Trust | — | — | $22.2M | 4.5% | |
| VANGUARD TARGET RETIREMNT 2050 Registered Investment Company | Mutual Funds | — | — | $19.7M | 4.0% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $19.4M | 4.0% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $18.0M | 3.7% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | Mutual Funds | — | — | $15.3M | 3.1% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $8.1M | 1.7% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $5.8M | 1.2% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $5.5M | 1.1% | |
| T. Rowe Price International Discovery Fund I Mutual fund | Other securities | — | — | $4.6M | 1.0% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | Mutual Funds | — | — | $3.2M | 0.7% | |
| Participants Participant loans (3.25%-8.50%) | Bonds / Notes | — | — | $2.0M | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | Mutual Funds | — | — | $1.4M | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual fund | Mutual Funds | — | — | $1.1M | 0.2% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | Mutual Funds | — | — | $856K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | Mutual Funds | — | — | $646K | 0.1% | |
| Northern Trust All Country World Index Ex-US Fund Common collective trust | Common Collective Trusts | — | — | $463K | <0.1% | |
| NT CIT ACWI EX US IMI DC NL T4 NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $463K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $63K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4319587 |
| — |
| NONE |
| $56K |
| — |
| STEELE CAPITAL MANAGEMENT INC | 42-1460565 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOSTER GROUP INC | 42-1361385 | — | NONE | $291K | — |
| IOWA WEALTH MANAGEMENT LLC | 27-1539233 | — | NONE | $27K | — |
| FIVE TALENTS FINANCIAL | 84-4426304 | — | NONE | $15K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $14K | — |
| LARSON FINANCIAL GROUP LLC | 20-4773945 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $10K | — |
