Clifford Lahman signed Medical Data System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medical Data System, Inc.'s EIN is 59-2926242.
Download the official 2024 Form 5500 (PDF) for Medical Data System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medical Data System, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $46K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 16.8% | |
| FIDELITY ADVISOR BALANCED A | Registered Investment Companies | — | — | $740K | 11.1% | |
| LS GLB ALLOC A | Registered Investment Companies | — | — | $699K | 10.5% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $484K | 7.3% | |
| FIDELITY ADVISOR GROWTH OPPS A | Registered Investment Companies | — | — | $449K | 6.7% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $345K | 5.2% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $253K | 3.8% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $244K | 3.7% | |
| JANUS HENDERSON FLEX BOND A | Registered Investment Companies | — | — | $237K | 3.5% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $228K | 3.4% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $218K | 3.3% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $204K | 3.1% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $192K | 2.9% | |
| SMEAD VALUE I1 | Registered Investment Companies | — | — | $164K | 2.5% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $95K | 1.4% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $93K | 1.4% | |
| COL TR STABLE HQ INC ADM0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $89K | 1.3% | |
| ABRDN US SMALL CAP EQUITY A | Registered Investment Companies | — | — | $84K | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $84K | 1.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $80K | 1.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $79K | 1.2% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $69K | 1.0% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $62K | 0.9% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $61K | 0.9% | |
| AMERICAN CENT SM CAP VAL - A | Registered Investment Companies | — | — | $57K | 0.8% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $43K | 0.6% | |
| VIRTUS INC & GRWTH A | Registered Investment Companies | — | — | $34K | 0.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $32K | 0.5% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $17K | 0.3% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $13K | 0.2% | |
| TRANSAMERICA INTL EQUITY A | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
| $0 |
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