LISA Ebersole signed Medsphere Systems Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medsphere Systems Corporation's EIN is 46-0468810.
Download the official 2024 Form 5500 (PDF) for Medsphere Systems Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medsphere Systems Corporation'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.1M | 28.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.4M | 12.4% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $931K | 8.4% | |
| INVESTMENTS LINCOLN STABLE VALUE Z830X | OTHER | — | — | $652K | 5.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $559K | 5.1% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $541K | 4.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $509K | 4.6% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $409K | 3.7% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $383K | 3.5% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $329K | 3.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $317K | 2.9% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $270K | 2.4% | |
| NUVEEN LC INDEX 2055 R6 15 REGISTERED INVESTMENT COMPANY FID US BOND IND | Registered Investment Companies | — | — | $223K | 2.0% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $185K | 1.7% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $185K | 1.7% | |
| BROWN ADV SUST GROWTH INVESTOR 249 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $183K | 1.6% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $178K | 1.6% | |
| PIONEER BOND FUND TRUST - MSG WILMINGTON TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $175K | 1.6% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $90K | 0.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $80K | 0.7% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $78K | 0.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $71K | 0.6% | |
| NUVEEN LC INDEX 2015 R6 12 REGISTERED INVESTMENT COMPANY DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $48K | 0.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $37K | 0.3% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| JAN HEND GLBL TECH INN I | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND/PGIM FUND EMPOWPER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $5K |
| — |
