Heather Shirley signed Medquest Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medquest Associates, LLC's EIN is 57-0997427.
Download the official 2024 Form 5500 (PDF) for Medquest Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medquest Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | 52-1868818 | — | ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST TR 2035 K | Other securities | — | — | $2.6M | 15.4% | |
| STATE ST TR 2040 K | Other securities | — | — | $2.5M | 14.7% | |
| STATE ST TR 2030 K | Other securities | — | — | $2.4M | 14.3% | |
| STATE ST TR 2045 K | Other securities | — | — | $1.8M | 10.6% | |
| STATE ST TR 2050 K | Other securities | — | — | $1.5M | 9.0% | |
| STATE ST TR 2025 K | Other securities | — | — | $1.4M | 8.5% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $890K | 5.3% | |
| STATE ST TR 2055 K | Other securities | — | — | $595K | 3.6% | |
| STATE ST TR 2060 K | Other securities | — | — | $489K | 2.9% | |
| STATE ST TR 2020 K | Other securities | — | — | $478K | 2.9% | |
| Notes receivable from participants (8.75%-9.50%) | Bonds / Notes | — | — | $369K | 2.2% | |
| PIONEER FNDML GRTH K | Other securities | — | — | $274K | 1.6% | |
| PIM SP INTL UNHD IS | Other securities | — | — | $212K | 1.3% | |
| STATE ST TR 2065 K | Other securities | — | — | $199K | 1.2% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $152K | 0.9% | |
| DODGE & COX INCOME X | Mutual Funds | — | — | $136K | 0.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $136K | 0.8% | |
| FID INTL INDEX | Mutual Funds | — | — | $128K | 0.8% | |
| STATE ST TR INC K | Common Stocks | — | — | $113K | 0.7% | |
| PIM RAE US SM I | Other securities | — | — | $94K | 0.6% | |
| DODGE & COX STOCK X | Mutual Funds | — | — | $93K | 0.6% | |
| PUTNAM SM CAP GR R6 | Mutual Funds | — | — | $83K | 0.5% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $73K | 0.4% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $67K | 0.4% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
