Kathryn Borge signed Midwest Physician Administrative Services, LLC, d/b/a DULY Health and's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midwest Physician Administrative Services, LLC, d/b/a DULY Health and's EIN is 45-3237183.
Download the official 2024 Form 5500 (PDF) for Midwest Physician Administrative Services, LLC, d/b/a DULY Health and from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwest Physician Administrative Services, LLC, d/b/a DULY Health and'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $368K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $62K | — |
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.
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 |
|---|---|---|---|---|---|
| IPI ASSET MANAGEMENT INC | 36-4061968 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | NONE | $118K | — |
| CWM LLC | 27-4011107 | — | NONE | $65K | — |
| MCGLADREY LLP | — | CHICAGO, IL | NONE | $20K | — |
| CURI RMB CAPITAL LLC | 59-3792751 | — | NONE | $12K | — |
| PERFORMANCE WEALTH | 86-1241865 | — | NONE | $11K | — |
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $10K | — |
| HAMILTON CAPITAL LLC | 83-3000171 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $147.0M | 12.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $125.5M | 11.0% | |
| Charles Schwab Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $87.5M | 7.7% | |
| Lifecycle Index 2035 R6 | Other securities | — | — | $81.4M | 7.1% | |
| Lifecycle Index 2030 R6 | Other securities | — | — | $73.0M | 6.4% | |
| Lifecycle Index 2045 R6 | Other securities | — | — | $69.2M | 6.1% | |
| Lifecycle Index 2040 R6 | Other securities | — | — | $62.7M | 5.5% | |
| Lifecycle Index 2025 R6 | Other securities | — | — | $59.5M | 5.2% | |
| Lifecycle Index 2050 R6 | Other securities | — | — | $47.2M | 4.1% | |
| Lifecycle Index 2055 R6 | Other securities | — | — | $29.7M | 2.6% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $27.1M | 2.4% | |
| MFS International Growth R6 | Mutual Funds | — | — | $25.2M | 2.2% | |
| + Empower Investments EI Fixed Account - Series Class III | Other securities | — | — | $25.1M | 2.2% | |
| Mid Cap Growth Index Admiral | Other securities | — | — | $24.8M | 2.2% | |
| Columbia Dividend Income Instl 3 | Other securities | — | — | $24.0M | 2.1% | |
| Equity-Income Adm | Other securities | — | — | $20.2M | 1.8% | |
| Pioneer Bond K | Other securities | — | — | $20.2M | 1.8% | |
| PIMCO Income Instl | Mutual Funds | — | — | $17.0M | 1.5% | |
| Total Intl Stock Index Instl | Other securities | — | — | $16.8M | 1.5% | |
| US Bond Index | Other securities | — | — | $16.5M | 1.4% | |
| Explorer Adm | Other securities | — | — | $15.3M | 1.3% | |
| Growth Index Institutional | Other securities | — | — | $12.6M | 1.1% | |
| Lifecycle Index Retirement Inc R6 | Common Stocks | — | — | $12.4M | 1.1% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $12.0M | 1.1% | |
| Small Cap Index Instl | Other securities | — | — | $11.8M | 1.0% | |
| Mid Cap Value R6 | Other securities | — | — | $11.0M | 1.0% | |
| Lifecycle Index 2060 R6 | Other securities | — | — | $10.6M | 0.9% | |
| Victory Sycamore Small Company Opp R6 | Common Stocks | — | — | $8.2M | 0.7% | |
| Bond Fund of America R6 | Other securities | — | — | $6.2M | 0.5% | |
| International Value Fund | Other securities | — | — | $4.8M | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $4.3M | 0.4% | |
| Mid Cap Index Adm | Other securities | — | — | $3.9M | 0.3% | |
| Inflation-Protected Secs Adm | Other securities | — | — | $3.8M | 0.3% | |
| VanEck CM Commodity Index I | Other securities | — | — | $3.5M | 0.3% | |
| LifeStrategy Growth Inv | Other securities | — | — | $2.7M | 0.2% | |
| Lifecycle Index 2065 R6 | Other securities | — | — | $1.8M | 0.2% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $956K | <0.1% | |
| Notes Receivable from Participants Notes receivable from participants with interest rates are 3.25% to 9.00%, maturity dates through 2053 | Bonds / Notes | — | — | $303K | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD INVESTMENTS · EIN 61-6451184 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
