Tim McKeown signed Medable, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medable, Inc.'s EIN is 46-0870262.
Download the official 2024 Form 5500 (PDF) for Medable, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medable, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $63K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $9.0M | 43.4% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.7M | 17.9% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.5M | 7.0% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 6.0% | |
| Fidelity Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.0M | 4.9% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $966K | 4.7% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $572K | 2.8% | |
| Vanguard Total International Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $549K | 2.6% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $482K | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $233K | 1.1% | |
| FlexPATH Index Moderate Retirement Fund Common Collective Trust | Common Collective Trusts | — | — | $206K | 1.0% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $206K | 1.0% | |
| Participant loans Interest rates from 4.25% to 8.50% | Bonds / Notes | — | — | $169K | 0.8% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $168K | 0.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $160K | 0.8% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $136K | 0.7% | |
| Fidelity Large Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $133K | 0.6% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual Fund | Common Collective Trusts | — | — | $90K | 0.4% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $89K | 0.4% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $66K | 0.3% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $59K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $49K | 0.2% | |
| Calvert Bond Fund Mutual Fund | U.S. Treasuries | — | — | $45K | 0.2% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $45K | 0.2% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $39K | 0.2% | |
| PIMCO Long-Term Credit Bond Fund Mutual Fund | U.S. Treasuries | — | — | $19K | <0.1% | |
| Calvert International Responsible Index Fund Mutual Fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| Fidelity Government Money Market Fund Money Market Fund | Mutual Funds | — | — | $14K | <0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
