GINA Potenza signed Quick Med Claims, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quick Med Claims, LLC's EIN is 47-2662918.
Download the official 2024 Form 5500 (PDF) for Quick Med Claims, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quick Med Claims, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVAN TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.4M | 12.8% | |
| PUTNAM RETIREMENT ADVAN TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.2M | 11.5% | |
| PUTNAM RETIREMENT ADVAN TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.2M | 10.6% | |
| PUTNAM RETIREMENT ADVAN TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $959K | 8.9% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $716K | 6.6% | |
| PUTNAM RETIREMENT ADVAN TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $670K | 6.2% | |
| PUTNAM RETIREMENT ADVAN TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $569K | 5.3% | |
| PUTNAM RETIREMENT ADVAN TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $564K | 5.2% | |
| BlackRock Advantage Small Cap Core Inst'l Mutual fund | Other securities | — | — | $495K | 4.6% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $394K | 3.6% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $392K | 3.6% | |
| PUTNAM RETIREMENT ADVAN TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $339K | 3.1% | |
| PUTNAM RETIREMENT ADVAN TRST MAX X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $289K | 2.7% | |
| MFS Global Real Estate R6 Mutual fund | Mutual Funds | — | — | $257K | 2.4% | |
| Federated Hermes Total Return Bond IS Mutual fund | Other securities | — | — | $252K | 2.3% | |
| PIMCO Income Inst'l Mutual fund | Mutual Funds | — | — | $243K | 2.3% | |
| Empower T. Rowe Price Mid Cap Gr Inst Mutual fund | Other securities | — | — | $231K | 2.1% | |
| Notes receivable from participants Loans maturing at various dates through January 2039 and bearing interest at rates ranging from 4.25% to 9.50%. | Bonds / Notes | — | — | $219K | 2.0% | |
| Janus Henderson Balanced N Mutual fund | Mutual Funds | — | — | $130K | 1.2% | |
| American Funds New World R6 Mutual fund | Mutual Funds | — | — | $108K | 1.0% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $45K | 0.4% | |
| MFS Research International R6 Mutual fund | Mutual Funds | — | — | $41K | 0.4% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $28K | 0.3% | |
| EI Fixed Account - Series Class I Fixed annuity | Other securities | — | — | $28K | 0.3% | |
| Allspring Special Mid Cap Value R6 Mutual fund ** $ | Other securities | — | — | $28K | 0.3% | |
| DFA U.S. Targeted Value I Mutual fund | Mutual Funds | — | — | $17K | 0.2% | |
| PIMCO Int Bond (USD-Hedged) Inst'l Mutual fund | U.S. Treasuries | — | — | $10K | <0.1% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Small Cap Growth K6 Mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | 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.
| Indirect comp |
|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $15K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUZOMBERKA HOLLAND RENK SMITH INC | — | SEWICKLEY, PA | AUDITOR | $500 | — |
