Medstar Health, Inc.'s EIN is 52-2087445.
Download the official 2024 Form 5500 (PDF) for Medstar Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medstar Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | NONE | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $15.3M | 14.4% | |
| FIDELITY FREEDOM 2030 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $10.5M | 9.8% | |
| FIDELITY FREEDOM 2045 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $8.4M | 7.9% | |
| FIDELITY FREEDOM 2035 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $8.3M | 7.8% | |
| FIDELITY FREEDOM 2040 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $8.2M | 7.7% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | Other securities | — | — | $7.7M | 7.2% | |
| FIDELITY FREEDOM 2025 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $6.8M | 6.4% | |
| FIDELITY FREEDOM 2050 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $5.4M | 5.1% | |
| FIDELITY FREEDOM 2020 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $5.1M | 4.8% | |
| Baird Core Plus Inst Mutual Fund | Other securities | — | — | $4.1M | 3.9% | |
| Fidelity Small Cap Growth K6 Mutual Fund | Mutual Funds | — | — | $3.7M | 3.4% | |
| FIDELITY FREEDOM 2055 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $3.1M | 2.9% | |
| Fidelity Diversified International K6 Fund Mutual Fund | Mutual Funds | — | — | $2.8M | 2.6% | |
| MANAGED INCOME PORT COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.3M | 2.2% | |
| Dodge & Cox Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 2.1% | |
| Self Directed Brokerage investments | Self-Directed Brokerage | — | — | $2.2M | 2.0% | |
| Fidelity Extended Market Index Mutual Fund | Mutual Funds | — | — | $2.0M | 1.9% | |
| FIDELITY FREEDOM 2015 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $1.5M | 1.4% | |
| IS US AGG Bond Index Mutual Fund | Other securities | — | — | $760K | 0.7% | |
| FIDELITY FREEDOM 2060 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $694K | 0.7% | |
| Segall Bryant & Hamill Small Cap Mutual Fund | Other securities | — | — | $590K | 0.6% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $483K | 0.5% | |
| Fidelity Comingled Pool Collective Trust | Common Collective Trusts | — | — | $448K | 0.4% | |
| FIDELITY FREEDOM INC COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $448K | 0.4% | |
| Hartford Schroders Emerging Mkts Eq SDR M Mutual Fund | Other securities | — | — | $427K | 0.4% | |
| FIDELITY FREEDOM 2010 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $308K | 0.3% | |
| FIDELITY FREEDOM 2065 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $83K | <0.1% | |
| FIDELITY FREEDOM 2005 COMMINGLED PL FIDELITY INST ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 196 | 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.
