Mary BETH McKinzie signed Midwest Anesthesia Associates, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midwest Anesthesia Associates, P.A.'s EIN is 48-0765484.
Download the official 2024 Form 5500 (PDF) for Midwest Anesthesia Associates, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwest Anesthesia Associates, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 O | — | GREENWOOD VILLAGE, CO | NONE | $88K | — |
| ASCENSUS HOLDINGS, INC. DBA FUTURE | — | SAN DIEGO, CA | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| NONE |
| $45K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $80K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Self-Directed Securities Self-directed Brokerage Account | Self-Directed Brokerage | — | — | $23.4M | 35.5% | |
| LARGE CAP GROWTH/AM CENTURY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | — | — | $6.9M | 10.4% | |
| American Century Equity Income Mutual fund | Other securities | — | — | $3.7M | 5.7% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $3.2M | 4.8% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.9% | |
| AMERICAN CENTURY RD HYBRID 2045 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $2.4M | 3.6% | |
| AMERICAN CENTURY RD HYBRID 2040 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $2.4M | 3.6% | |
| AMERICAN CENTURY RD HYBRID 2050 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $2.1M | 3.1% | |
| AMERICAN CENTURY RD HYBRID 2055 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $1.5M | 2.3% | |
| Fidelity Advisor Small Cap Value Mutual fund | Mutual Funds | — | — | $1.5M | 2.3% | |
| PGIM Jennison Mid Cap Growth Mutual fund | Other securities | — | — | $1.4M | 2.2% | |
| PIMCO Total Return Mutual fund | Mutual Funds | — | — | $1.4M | 2.1% | |
| AMERICAN CENTURY RD HYBRID 2030 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $1.4M | 2.1% | |
| Victory Sycamore Established Value Mutual fund | Other securities | — | — | $1.3M | 1.9% | |
| Guaranteed Income Fund Guaranteed investment contract | Stable Value | — | — | $1.2M | 1.9% | |
| LARGE CAP GROWTH/JP MORGAN INST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.2M | 1.8% | |
| COLUMBIA DIVIDEND VALUE IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $1.2M | 1.8% | |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $928K | 1.4% | |
| BLACKROCK MID CAP EQUITY INDEX GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $745K | 1.1% | |
| AMERICAN CENTURY RD HYBRID 2035 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $616K | 0.9% | |
| Fidelity Advisor Strategic Income Mutual fund | Mutual Funds | — | — | $499K | 0.8% | |
| BLACKROCK RUSSELL 2000 INDEX FUND GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $484K | 0.7% | |
| Franklin Utilities Mutual fund 156 Invesco International Bond Mutual fund | Mutual Funds | — | — | $322K | 0.5% | |
| AMERICAN CENTURY RETIREMENTDATE2060 BENEFITS PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $250K | 0.4% | |
| Lord Abbett International Opp Mutual fund | Mutual Funds | — | — | $223K | 0.3% | |
| American Funds Capital World G/I Mutual fund | Mutual Funds | — | — | $221K | 0.3% | |
| AMERICAN CENTURY RD HYBRID IN RET BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $185K | 0.3% | |
| American Funds Fundamental Investors Mutual fund | Mutual Funds | — | — | $144K | 0.2% | |
| JPMorgan Government Bond Mutual fund | U.S. Treasuries | — | — | $104K | 0.2% | |
| Notes receivable from participants Various participants, interest rates range of 5.25% - 10.50% | Bonds / Notes | — | — | $81K | 0.1% | |
| Columbia Seligman Comms & Info Mutual fund | Other securities | — | — | $62K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2065 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $41K | <0.1% | |
| JPMorgan Small Cap Equity Mutual fund | Other securities | — | — | $20K | <0.1% | |
| American Funds American Balanced Mutual fund | Mutual Funds | — | — | $18K | <0.1% | |
| Janus Henderson Global Life Sciences Mutual fund | Mutual Funds | — | — | $15K | <0.1% | |
| MSF Intl Diversification Mutual fund | Other securities | — | — | $7K | <0.1% | |
| AMERICAN CENTURY ONE CHOICE IN RET GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2 | <0.1% | |
| LAAMERICAN CENTURY ONE CHOICE 2055 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2035 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2030 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2050 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2025 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2065 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2025 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2045 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIREMENTDATE2040 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2060 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
