ADAM Benton signed Midwest PMS' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midwest PMS' EIN is 47-0709286.
Download the official 2023 Form 5500 (PDF) for Midwest PMS from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Midwest PMS' plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN SECURITIES, LLC | 13-4110995 | NEW YORK, NY | CUSTODIAN | $130K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan Fidelity 500 Index Fund n/a | Common Collective Trusts | — | — | $12.0M | 31.4% | |
| J.P. Morgan iShares Core US Aggregate Bond ETF n/a | Other securities | — | — | $6.2M | 16.2% | |
| J.P. Morgan Fidelity International Index Fund n/a | Common Collective Trusts | — | — | $5.1M | 13.4% | |
| J.P. Morgan Vanguard FTSE Emerging Markets ETF n/a | Mutual Funds | — | — | $2.1M | 5.4% | |
| J.P. Morgan Doubleline Core Fixed Income n/a | Other securities | — | — | $2.0M | 5.3% | |
| J.P. Morgan Dodge & Cox Income Fund n/a | Mutual Funds | — | — | $2.0M | 5.3% | |
| J.P. Morgan Blackstone Alternative Multi-Strategy Fund n/a | Other securities | — | — | $1.8M | 4.7% | |
| J.P. Morgan Vanguard Mid Cap ETF n/a | Mutual Funds | — | — | $1.5M | 3.8% | |
| J.P. Morgan Vanguard Small Cap ETF n/a | Mutual Funds | — | — | $1.1M | 2.8% | |
| J.P. Morgan Credit Suisse Commodity Return Strategy Fund n/a | Other securities | — | — | $917K | 2.4% | |
| J.P. Morgan Blackrock Liquidity Treasury Trust Fund PFT n/a | Common Collective Trusts | — | — | $622K | 1.6% | |
| J.P. Morgan Technology Select Sector SPDR EFT n/a | Other securities | — | — | $536K | 1.4% | |
| J.P. Morgan Health Care Select Sector SPDR EFT n/a | Other securities | — | — | $528K | 1.4% | |
| J.P. Morgan Deposit Advisory Account n/a | Other securities | — | — | $411K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
