Scott Hemmeter signed Mid-Atlantic Nephrology Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mid-Atlantic Nephrology Associates' EIN is 52-1218545.
Download the official 2024 Form 5500 (PDF) for Mid-Atlantic Nephrology Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mid-Atlantic Nephrology Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINANCIAL CONSULATE, INC | 52-1281169 | — | INVESTMENT ADVISOR | $14K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $22.4M | 29.3% | |
| State Street Small/Mid Cap Equity Index Fund K Collective Trust | Common Collective Trusts | — | — | $6.7M | 8.7% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $6.7M | 8.7% | |
| BlackRock Institutional Russell 2500 Alpha Tilts Collective Trust | Common Collective Trusts | — | — | $5.7M | 7.4% | |
| BTC R2500 ALPH TLT T BLACKROCK INST. TRUST COMPANY, N. A · EIN 86-3745677 / PN 002 | Common Collective Trust | — | — | $5.7M | 7.4% | |
| T. Rowe Price Large Cap Growth Tr-E Fund Collective Trust | Common Collective Trusts | — | — | $5.4M | 7.0% | |
| TRP LRG CAP GR TR E T. ROWE PRICE TRUST COMPANY · EIN 37-1943656 / PN 001 | Common Collective Trust | — | — | $5.4M | 7.0% | |
| Opportunities IMFS Value Fund R6 Mutual Fund | Other securities | — | — | $4.1M | 5.4% | |
| PIMCO Income Fund Institutional Mutual Fund | Mutual Funds | — | — | $2.6M | 3.4% | |
| American Funds EuroPacific Growth R6 Mutual Fund | Mutual Funds | — | — | $2.5M | 3.3% | |
| State Street Target Retirement 2030 P Collective Trust | Common Collective Trusts | — | — | $2.3M | 2.9% | |
| SS TRGT RET 2030 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $2.3M | 2.9% | |
| State Street Target Retirement 2040 P Collective Trust | Common Collective Trusts | — | — | $2.2M | 2.8% | |
| SS TRGT RET 2040 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $2.2M | 2.8% | |
| PRU CORE BOND 7 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 125 | Common Collective Trust | — | — | $2.1M | 2.8% | |
| Fund TInvesco Stable Value Trust A1 Collective Trust | Stable Value | — | — | $2.0M | 2.6% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.6% | |
| State Street Global All Cap Equity ex-U.S. Index K Collective Trust | Common Collective Trusts | — | — | $1.7M | 2.3% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $1.7M | 2.3% | |
| SS US BOND INDEX M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| Vanguard Real Estate Index Admiral Mutual Fund | Mutual Funds | — | — | $1.5M | 1.9% | |
| State Street Target Retirement 2050 P Collective Trust | Common Collective Trusts | — | — | $1.1M | 1.5% | |
| SS TRGT RET 2050 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| State Street Target Retirement 2025 P Collective Trust | Common Collective Trusts | — | — | $955K | 1.3% | |
| SS TRGT RET 2025 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $955K | 1.3% | |
| State Street Target Retirement 2055 P Collective Trust | Common Collective Trusts | — | — | $733K | 1.0% | |
| SS TRGT RET 2055 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $733K | 1.0% | |
| Uber Technologies, Inc. Common Stock | Common Stocks | — | — | $694K | 0.9% | |
| Nvidia Corp. Common Stock | Common Stocks | — | — | $673K | 0.9% | |
| Facebook, Inc. Common Stock | Common Stocks | — | — | $591K | 0.8% | |
| Baron Real Estate Fund Retail Shares Mutual Fund | Other securities | — | — | $519K | 0.7% | |
| State Street Target Retirement 2035 P Collective Trust | Common Collective Trusts | — | — | $492K | 0.6% | |
| SS TRGT RET 2035 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $492K | 0.6% | |
| Vanguard PRIMECAP Core Fund Investor Mutual Fund | Mutual Funds | — | — | $486K | 0.6% | |
| Microstrategy Inc. Class A Common Stock | Common Stocks | — | — | $449K | 0.6% | |
| PRIMECAP Odyssey Growth Fund Mutual Fund | Mutual Funds | — | — | $445K | 0.6% | |
| Microsoft Corp. Common Stock | Common Stocks | — | — | $423K | 0.6% | |
| T. Rowe Price New American Growth Mutual Fund | Other securities | — | — | $400K | 0.5% | |
| Coinbase Global, Inc. Common Stock | Common Stocks | — | — | $382K | 0.5% | |
| Participant Loans Receivables from participants with varying maturity dates through February 2031, interest rates ranging from 4.25% to 9.5% per annum | Bonds / Notes | — | — | $375K | 0.5% | |
| State Street Target Retirement 2045 P Collective Trust | Common Collective Trusts | — | — | $363K | 0.5% | |
| SS TRGT RET 2045 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $363K | 0.5% | |
| Vanguard Index Funds Small Cap Mutual Fund | Common Collective Trusts | — | — | $348K | 0.5% | |
| Alphabet Inc. Cl A Stock Common Stock | Common Stocks | — | — | $331K | 0.4% | |
| Fidelity Cash Reserves Money Market Fund | Mutual Funds | — | — | $328K | 0.4% | |
| Amazon.com, Inc. Common Stock | Common Stocks | — | — | $308K | 0.4% | |
| Vanguard International Growth Portfolio Mutual Fund | Mutual Funds | — | — | $292K | 0.4% | |
| Schwab Strategic Trust International Equity ETF Mutual Fund | Mutual Funds | — | — | $214K | 0.3% | |
| Vanguard REIT Index Admiral Mutual Fund | Mutual Funds | — | — | $210K | 0.3% | |
| Broadcom, Inc. Common Stock | Common Stocks | — | — | $198K | 0.3% |
