Ted Brandt signed Missouri Cardiovascular Specialists, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Missouri Cardiovascular Specialists, LLP's EIN is 43-1566193.
Download the official 2024 Form 5500 (PDF) for Missouri Cardiovascular Specialists, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Missouri Cardiovascular Specialists, LLP'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORD KEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEX CONSULTING | 42-1677375 | KIRKWOOD, MO | CONSULTANT | $47K | — |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB | — | SAN FRANCISCO, CA | BROKER | $36K | — |
| FIDELITY BROKERAGE SERVICES, LLC | — | SMITHFIELD, RI | BROKER | $33K | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 52-2114207 | — | BROKER | $25K | — |
| INTERACTIVE BROKERS | — | GREENWICH, CT | BROKER | $14K | — |
| COMMERCE BANK | — | KANSAS CITY, MO | BROKER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APS-PENTEGRA | 13-3892096 | — | TPA | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.7M | 15.8% | |
| Vanguard Mid Cap Index FD Inst | Mutual Funds | — | — | $5.0M | 10.2% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $2.8M | 5.7% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.9M | 3.8% | |
| Fidelity US Index Fund | Common Collective Trusts | — | — | $1.8M | 3.8% | |
| iShares 7-10 Year Trsury Bond ETF IV | Other securities | — | — | $1.6M | 3.3% | |
| Interest-bearing cash and cash equivalents Cash and cash equivalents Interest-bearing cash and cash equivalents | Cash / Money Market | — | — | $1.5M | 3.1% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $1.4M | 3.0% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $1.4M | 2.8% | |
| ET Starnes 10.50% due 12/31/2025 | Bonds / Notes | — | — | $1.3M | 2.6% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $816K | 1.7% | |
| Dimensional ETF Trust Dimensional ETF Trust US Core | Mutual Funds | — | — | $815K | 1.7% | |
| Vanguard Info Tech | Mutual Funds | — | — | $628K | 1.3% | |
| American Millenium 11.50% due 12/31/2028 | Bonds / Notes | — | — | $572K | 1.2% | |
| Vanguard S&P 500 Index ETF | Common Collective Trusts | — | — | $548K | 1.1% | |
| iShares Tr Core S&P 500 | Common Collective Trusts | — | — | $535K | 1.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $494K | 1.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $480K | 1.0% | |
| Vanguard Total Bnd Mrkt | Mutual Funds | — | — | $412K | 0.8% | |
| Notes and mortgages Bioenergy Cap Corp 10.50% due 12/31/2025 | Bonds / Notes | — | — | $411K | 0.8% | |
| iShares TR Core MSCI | Other securities | — | — | $398K | 0.8% | |
| PGIM Total Return Bond CL Z | Other securities | — | — | $389K | 0.8% | |
| Vanguard Index Fund Growth | Common Collective Trusts | — | — | $373K | 0.8% | |
| Vanguard Mid Cap ETF | Mutual Funds | — | — | $345K | 0.7% | |
| SPDR Bloomberg SPDR Bloomberg | Other securities | — | — | $345K | 0.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $325K | 0.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $319K | 0.7% | |
| Berkshire Hathaway Inc Berkshire Hathaway Inc Class B | Common Stocks | — | — | $314K | 0.6% | |
| iShares Tr Core US Aggregate | Other securities | — | — | $287K | 0.6% | |
| Dimensional ETF Trust Dimensional ETF Trust US Large Cap | Mutual Funds | — | — | $272K | 0.6% | |
| Nationwide Fixed Select Option | Other securities | — | — | $242K | 0.5% | |
| iShares Tr Core MSCI EAFE | Other securities | — | — | $233K | 0.5% | |
| iShares iSharess Inc Core MSCI Emerging Mkts | Common Stocks | — | — | $201K | 0.4% | |
| ARK 21Share Bitcoin ARK 21Share Bitcoin | Other securities | — | — | $200K | 0.4% | |
| Vanguard Total Stock Market | Mutual Funds | — | — | $194K | 0.4% | |
| Citigroup Global Markets 0.00% due 9/11/2025 | Bonds / Notes | — | — | $185K | 0.4% | |
| GS Fin Corp Ser F Mtn Zero 0.00% due 2/6/2025 | Bonds / Notes | — | — | $176K | 0.4% | |
| Charles Schwab US Dividend Equity | Mutual Funds | — | — | $173K | 0.4% | |
| T Rowe T Rowe Price Growth Stock Fund | Mutual Funds | — | — | $166K | 0.3% | |
| Participant loans * Participant loans Interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $165K | 0.3% | |
| Franco Nevada Corp Com Franco Nevada Corp Com | Common Stocks | — | — | $155K | 0.3% | |
| Vanguard Vangard FTSE Developed Markets ETF | Mutual Funds | — | — | $153K | 0.3% | |
| Commerce Bond Fd | Other securities | — | — | $152K | 0.3% | |
| Wheaton Precious Metals Wheaton Precious Metals | Other securities | — | — | $150K | 0.3% | |
| US Treasury US Benchmark Ser US Treasury 3 Month Bill | U.S. Treasuries | — | — | $150K | 0.3% | |
| Dimensional ETF Trust Dimensional ETF Trust US Small Cap | Mutual Funds | — | — | $147K | 0.3% | |
| SPDR Gold Shares SPDR Gold Shares | Other securities | — | — | $143K | 0.3% | |
| DFA US Large Cap Value Prtf Instl | Mutual Funds | — | — | $139K | 0.3% | |
| American Express Co Com American Express Co Com | Common Stocks | — | — | $137K | 0.3% | |
| Charles Schwab US Tips ETF | Mutual Funds | — | — | $131K | 0.3% |
