JOSH Stone signed UMC Physicians' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UMC Physicians' EIN is 75-2646477.
Download the official 2024 Form 5500 (PDF) for UMC Physicians from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UMC Physicians' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES LP | 20-1181458 | — | RECORDKEEPER | $12K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVESTMENT ADVISORY -PLAN |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 04-3109325 | — | BROKER | $0 | — |
