Midwest Transplant Network, Inc.'s EIN is 43-1016328.
Download the official 2024 Form 5500 (PDF) for Midwest Transplant Network, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwest Transplant Network, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $825 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FREESTATE ADVISORS LLC | — | LEAWOOD, KS | INVESTMENT ADVISOR | $110K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 1FZAFX Fidelity Advisor Equity Growth Z 279,557 shares | Mutual Funds | — | $280K | $6.6M | 12.9% | |
| 1REGTX American Funds 2040 Target Date Fund 309,682 shares | Mutual Funds | — | $310K | $6.4M | 12.4% | |
| 1REITX American Funds 2050 Target Date Fund 207,143 shares | Mutual Funds | — | $207K | $4.3M | 8.4% | |
| 1RWMFX American Funds Washington Mutual Fund 61,379 shares | Mutual Funds | — | $61K | $3.8M | 7.3% | |
| 1REETX American Funds 2030 Target Date Fund 212,887 shares | Mutual Funds | — | $213K | $3.7M | 7.2% | |
| 1RICFX American Funds Investment Company of America 5,899 shares | Mutual Funds | — | $6K | $3.4M | 6.6% | |
| 1REHTX American Funds 2045 Target Date Fund 137,559 shares | Mutual Funds | — | $138K | $2.9M | 5.7% | |
| 1RECTX American Funds 2020 Target Date Fund 173,677 shares | Mutual Funds | — | $174K | $2.3M | 4.6% | |
| 1REFTX American Funds 2035 Target Date Fund 117,430 shares | Mutual Funds | — | $117K | $2.2M | 4.4% | |
| 1PDBZX Prudential Total Return Bond Fund 159,988 shares | Other securities | — | $160K | $1.9M | 3.7% | |
| 1LDLTX Lord Abbett Short Duration Income 440,137 shares | Mutual Funds | — | $440K | $1.7M | 3.3% | |
| 1REKTX American Funds 2055 Target Date Fund 64,000 shares | Mutual Funds | — | $64K | $1.7M | 3.3% | |
| s * 1RERFX American Funds EuroPacific Growth Fund 25,805 shares | Mutual Funds | — | $26K | $1.4M | 2.7% | |
| 1REMTX American Funds 2060 Target Date Fund 64,369 shares | Mutual Funds | — | $64K | $1.2M | 2.2% | |
| 1PHYZX PGIM High Yield Z 212,681 shares | Other securities | — | $213K | $1.0M | 2.0% | |
| 1FSGAX Franklin Small-Mid Cap Value Fund 18,879 shares | Mutual Funds | — | $19K | $878K | 1.7% | |
| 1JSMGX1 Janus Henderson Triton Fund I 30,926 shares | Mutual Funds | — | $31K | $838K | 1.6% | |
| 1REATX American Funds 2010 Target Date Fund 68,658 shares | Mutual Funds | — | $69K | $802K | 1.6% | |
| 1RWIFX American Funds Capital World Growth Fund 12,238 shares | Mutual Funds | — | $12K | $778K | 1.5% | |
| 1VEVRX Victory Sycamore Established Value Fund 13,984 shares | Other securities | — | $14K | $643K | 1.2% | |
| 1RNPFX American Funds New Perspective Fund 9,993 shares | Mutual Funds | — | $10K | $620K | 1.2% | |
| 1REDTX American Funds 2025 Target Date Fund 33,596 shares | Mutual Funds | — | $34K | $512K | 1.0% | |
| 1VFIAX Vanguard 500 Index Fund - Admiral 908 shares | Common Collective Trusts | — | — | $493K | 1.0% | |
| 1VBTLX Vanguard Total Bond Market Index Admiral 4 shares 38 * 1RAEXX American Funds US Government Money Market Fund 321,762 shares | Mutual Funds | — | $322K | $333K | 0.6% | |
| 1VSGDX Vanguard Short-Term Federal Fund 31,392 shares | Mutual Funds | — | $31K | $319K | 0.6% | |
| 1VSOIX Victory Sycamore Small Company Opportunity Fund 6,111 shares | Common Stocks | — | $6K | $288K | 0.6% | |
| 1REOTX American Funds 2065 Target Date Fund 10,401 shares | Mutual Funds | — | $10K | $182K | 0.4% | |
| 1MALOX Blackrock Global Allocation Fund 5,331 shares | Other securities | — | $5K | $100K | 0.2% | |
| 1JERIX Janus Henderson Global Real Estate Fund 6,774 shares | Mutual Funds | — | $7K | $77K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MHM RETIREMENT PLAN SOLUTIONS | — | KANSAS CITY, MO | CONTRACT ADMIN | $8K | — |
