Alicia M. Turner signed Mdwest One, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mdwest One, P.C.'s EIN is 47-0619405.
Download the official 2024 Form 5500 (PDF) for Mdwest One, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mdwest One, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $99K | — |
| NEWPORT GROUP BENEFITS CONSULTANTS | 42-1451295 | DRESHER, PA | NONE | $40K | — |
| NEWPORT GROUP, INC. | 27-2037969 | DRESHER, PA | NONE | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $65.5M | 97.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS, INC. | — | TAMPA, FL | NONE | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REALIZE WEALTH MANAGE GROUP | — | OMAHA, NE | INVESTMENT ADVISOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INV. SRVCS | — | MILWAUKEE, WI | NONE | $0 | — |
