Priscilla Needham signed Medicus Select, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medicus Select, LLC's EIN is 45-2980304.
Download the official 2024 Form 5500 (PDF) for Medicus Select, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medicus Select, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSL, P.A. | 59-3070669 | — | ACCOUNTANT/AUDITOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I | Mutual Funds | — | — | $1.6M | 10.6% | |
| T. Rowe Price Retirement Blend 2030 I | Other securities | — | — | $1.2M | 7.5% | |
| Lincoln Life Stable Value (contract value) | Stable Value | — | — | $1.1M | 7.3% | |
| Harbor Capital Appreciation Retirement | Other securities | — | — | $1.1M | 7.2% | |
| T. Rowe Price Retirement Blend 2040 I | Other securities | — | — | $1.1M | 7.0% | |
| Janus Discpl Value R6 | Mutual Funds | — | — | $909K | 5.9% | |
| T. Rowe Price Retirement Blend 2045 I | Other securities | — | — | $882K | 5.7% | |
| Vanguard Total Bond Market Index Instl | Mutual Funds | — | — | $847K | 5.5% | |
| Vanguard Mid Cap Index Instl | Mutual Funds | — | — | $779K | 5.1% | |
| T. Rowe Price Retirement Blend 2035 I | Other securities | — | — | $760K | 4.9% | |
| T. Rowe Price Retirement Blend 2025 I | Other securities | — | — | $596K | 3.9% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $516K | 3.4% | |
| American Funds Fundamental Inv R6 | Mutual Funds | — | — | $456K | 3.0% | |
| T. Rowe Price Retirement Blend 2020 I | Other securities | — | — | $411K | 2.7% | |
| Janus Enterprise N | Mutual Funds | — | — | $388K | 2.5% | |
| Notes Receivable fron Participants Interest rates at 5.25% - 10.50% | Bonds / Notes | — | — | $377K | 2.5% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $236K | 1.5% | |
| T. Rowe Price Retirement Blend 2050 I | Other securities | — | — | $218K | 1.4% | |
| Principal Real Estate Securities Instl 24 T. Rowe Price Retirement Blend 2010 I | Other securities | — | — | $200K | 1.3% | |
| T. Rowe Price Retirement Blend 2055 I | Other securities | — | — | $164K | 1.1% | |
| Fidelity Small Cap GR K6 | Mutual Funds | — | — | $163K | 1.1% | |
| ABF Small Cap Value | Other securities | — | — | $149K | 1.0% | |
| T. Rowe Price Retirement Blend 2060 I | Other securities | — | — | $88K | 0.6% | |
| Victory Est Val R6 | Other securities | — | — | $51K | 0.3% | |
| Fidelity Government MMKT | Mutual Funds | — | — | $47K | 0.3% | |
| T. Rowe Price Retirement Blend 2065 I | Other securities | — | — | $30K | 0.2% | |
| Vanguard Total International Stk AD | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
