Tracey Mooney signed Independent Dialysis Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent Dialysis Foundation, Inc.'s EIN is 52-1156719.
Download the official 2024 Form 5500 (PDF) for Independent Dialysis Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independent Dialysis Foundation, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN RETIREMENT PLAN SERVICES | 52-2025778 | HUNT VALLEY, MD | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 51-0116113 | BALTIMORE, MD | NONE | $35K | — |
| CLIFTON LARSON ALLEN LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Investment Company of America F2 | Mutual Funds | — | $841K | $1.5M | 18.5% | |
| American Funds Growth Fund of America F2 | Mutual Funds | — | $522K | $854K | 10.4% | |
| Vanguard Value ETF Index | Mutual Funds | — | $451K | $821K | 10.0% | |
| BlackRock Global Dividend Portfolio Institutional | Other securities | — | $688K | $766K | 9.4% | |
| American Funds EUPAC Fund F2 | Mutual Funds | — | $625K | $706K | 8.6% | |
| American Funds AMCAP Fund F2 | Mutual Funds | — | $262K | $431K | 5.3% | |
| American Funds New World Fund F2 | Mutual Funds | — | $292K | $403K | 4.9% | |
| Lord Abbett Bond Debenture Fund I | U.S. Treasuries | — | $354K | $347K | 4.2% | |
| Guggenheim Total Return Bond Fund Institutional | Other securities | — | $324K | $335K | 4.1% | |
| Truist Bank Cash | Cash / Money Market | — | $330K | $330K | 4.0% | |
| American Funds Bond Fund of America F2 | Mutual Funds | — | $345K | $325K | 4.0% | |
| WisdomTree US SmallCap Fund | Other securities | — | $167K | $261K | 3.2% | |
| Invesco Premier Institutional Portfolio | Mutual Funds | — | $226K | $226K | 2.8% | |
| American Beacon AHL Managed Futures Strategy Fund | Other securities | — | $201K | $189K | 2.3% | |
| Calamos Phineus Long/Short I | Other securities | — | $132K | $184K | 2.2% | |
| BlackRock Event Driven Equity Fund Institutional | Other securities | — | $125K | $134K | 1.6% | |
| US Government United States Treasury Note | U.S. Treasuries | — | $98K | $100K | 1.2% | |
| US Government United States Treasury Note | U.S. Treasuries | — | $99K | $100K | 1.2% | |
| US Government United States Treasury Note | U.S. Treasuries | — | $93K | $95K | 1.2% | |
| Morgan Stanley Bank Cash | Cash / Money Market | — | $38K | $38K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0746749 |
| TIMONIUM, MD |
| NONE |
| $13K |
| — |
