PSI-Med, Inc.'s EIN is 55-0708334.
Download the official 2024 Form 5500 (PDF) for PSI-Med, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PSI-Med, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK NEW YORK, NY | INVESTMENT ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035TRGT DATE | Mutual Funds | — | $983K | $963K | 21.8% | |
| AMERICAN FUNDS 2040 TRGT DATE | Mutual Funds | — | $897K | $912K | 20.6% | |
| AMERICAN FUNDS 2030 TRGT DATE | Mutual Funds | — | $900K | $904K | 20.4% | |
| AMERICAN FUNDS 2045 TRGT DATE | Mutual Funds | — | $509K | $535K | 12.1% | |
| AMERICAN FUNDS 2050 TRGT DATE | Mutual Funds | — | $330K | $338K | 7.6% | |
| AMERICAN FUNDS 2025 TRGT DATE | Mutual Funds | — | $198K | $194K | 4.4% | |
| AMERICAN FUNDS 2055 TRGT DATE | Mutual Funds | — | $122K | $131K | 3.0% | |
| DREYFUS GOVERNMENT CASH MGMT I 37 AMERICAN FUNDS 2020 TRGT DATE | Mutual Funds | — | $67K | $64K | 1.5% | |
| AMERICAN FUNDS 2060 TRGT DATE | Mutual Funds | — | $55K | $59K | 1.3% | |
| AMERICAN FUNDS 2015 TRGT DATE | Mutual Funds | — | $35K | $33K | 0.8% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | $18K | $22K | 0.5% | |
| FIDELITY ADVISOR SMALL CAP Z | Mutual Funds | — | $16K | $16K | 0.4% | |
| AMERICAN FUNDS 2065 TRGT DATE | Mutual Funds | — | $13K | $14K | 0.3% | |
| ISHARES US AGGREGATE BOND INDE | Other securities | — | $13K | $13K | 0.3% | |
| JANUS HENDERSON GROWTH AND INC | Mutual Funds | — | $13K | $13K | 0.3% | |
| FIDELITY SMALL CAP INDEX 252 ALLSPRING SPECIAL MID CAP VALU | Mutual Funds | — | $8K | $8K | 0.2% | |
| ISHARES MSCI EAFE INTERNATIONA 157 INVESCO REAL ESTATE | Mutual Funds | — | $5K | $5K | 0.1% | |
| JP MORGAN EMERGING MARKETS EQU | Other securities | — | $3K | $3K | <0.1% | |
| BLACKROCK TOTAL RETURN K 316 301 EI Fixed Account Series ClassI | Other securities | — | — | $2K | <0.1% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | — | PITTSBURGH, PA | CONTRACT ADMIN | $780 | — |
