Patti Kuester signed MMT Ambulance's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MMT Ambulance's EIN is 47-0829179.
Download the official 2024 Form 5500 (PDF) for MMT Ambulance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MMT Ambulance'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $73K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Idx 2055 Instl | Common Collective Trusts | — | — | $1.6M | 13.8% | |
| Nuveen Lifecycle Index 2045 Inst | Mutual Funds | — | — | $1.5M | 13.2% | |
| Nuveen Lifecycle Index 2050 Inst | Mutual Funds | — | — | $1.4M | 12.1% | |
| Nuveen Lifecycle Index 2030 Inst | Mutual Funds | — | — | $1.4M | 11.6% | |
| Nuveen Lifecycle Idx 2060 Instl | Common Collective Trusts | — | — | $1.2M | 10.5% | |
| Nuveen Lifecycle Index 2035 Inst | Mutual Funds | — | — | $1.1M | 9.6% | |
| Nuveen Lifecycle Idx 2065 Instl | Common Collective Trusts | — | — | $1.0M | 9.0% | |
| Nuveen Lifecycle Index 2040 Inst | Mutual Funds | — | — | $936K | 8.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $372K | 3.2% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $258K | 2.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $250K | 2.2% | |
| Nuveen Lifecycle Index 2020 Inst | Mutual Funds | — | — | $90K | 0.8% | |
| Vanguard Eq Inc Adm | Mutual Funds | — | — | $86K | 0.7% | |
| Nuveen Lifecycle Index 2025 Inst | Mutual Funds | — | — | $62K | 0.5% | |
| Transamerica Life Ins. Co. Transamerica Stable Val Ascend ion | Common Stocks | — | — | $56K | 0.5% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $37K | 0.3% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $33K | 0.3% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $27K | 0.2% | |
| Allspring Spec Mid Cap Val R6 | Other securities | — | — | $19K | 0.2% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $19K | 0.2% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $14K | 0.1% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $14K | 0.1% | |
| JPMorgan Mid Cap Gr R6 | Other securities | — | — | $13K | 0.1% | |
| Dimensional DFA US Targeted Val | Mutual Funds | — | — | $12K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z | Other securities | — | — | $8K | <0.1% | |
| Victory Core Plus Intermed Bd R6 | Other securities | — | — | $7K | <0.1% | |
| Vanguard LifeStrategy Gr Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Nuveen Lifecycle Index 2010 Inst | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Intermed-Term Bd Idx Adm | Common Collective Trusts | — | — | $6K | <0.1% | |
| Blackrock High Yield Portfolio K | Other securities | — | — | $4K | <0.1% | |
| American Funds American Funds Inf Linked Bd R-6 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Mod Gr Inv | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2020 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2010 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD MIDCAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | 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.
| 06-1496970 |
| — |
| BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGKS | — | PHOENIX, AZ | TPA | $8K | — |