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 a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $0 | — |
| NEWPORT GROUP, INC. | 27-2037969 | FOLSOM, CA | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS, LLC | 59-3331424 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $23.1M | 100.0% |
| TAMPA, FL |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INV. SERVICES | — | MILWAUKEE, WI | NONE | $0 | — |
