Rebecca Shaw signed Merced Faculty Associates Medical Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merced Faculty Associates Medical Group, Inc.'s EIN is 77-0252214.
Download the official 2024 Form 5500 (PDF) for Merced Faculty Associates Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merced Faculty Associates Medical Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $52K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADVISOR FREEDOM 2030 FUND | Mutual Funds | — | — | $5.0M | 15.8% | |
| FIDELITY ADVISOR FREEDOM 2025 FUND | Mutual Funds | — | — | $4.6M | 14.6% | |
| APPLE COMPUTER INC NFS LLC | Common Stocks | — | — | $3.4M | 10.7% | |
| VANGUARD INDEX TR VANGUARD TOTAL STK | Mutual Funds | — | — | $1.6M | 5.2% | |
| FIDELITY ADVISOR FREEDOM 2040 FUND | Mutual Funds | — | — | $1.6M | 4.9% | |
| FIDELITY ADVISOR FREEDOM 2035 FUND | Mutual Funds | — | — | $1.4M | 4.6% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $1.2M | 4.0% | |
| FID GOVT MMKT | Mutual Funds | — | — | $1.1M | 3.4% | |
| FIDELITY ADVISOR FREEDOM 2015 FUND | Mutual Funds | — | — | $1.1M | 3.4% | |
| FA EQUITY GROWTH Z | Other securities | — | — | $1.0M | 3.2% | |
| VANGUARD SECTOR INDEX FDS VANGUARD | Mutual Funds | — | — | $777K | 2.5% | |
| FIDELITY CASH RESERVES | Mutual Funds | — | — | $735K | 2.3% | |
| FIDELITY ADVISOR FREEDOM 2045 FUND | Mutual Funds | — | — | $721K | 2.3% | |
| FIDELITY ADVISOR FREEDOM 2050 FUND | Mutual Funds | — | — | $712K | 2.3% | |
| FIDELITY MULTI-ASSET INC I | Mutual Funds | — | — | $676K | 2.1% | |
| VANGUARD INDEX FDS FORMERLY VANGUARD | Mutual Funds | — | — | $611K | 1.9% | |
| FIDELITY ADVISOR FREEDOM 2055 FUND | Mutual Funds | — | — | $595K | 1.9% | |
| JH DSCPL VAL MDCP I | Other securities | — | — | $498K | 1.6% | |
| EV AC FOCUSED GRTH I | Other securities | — | — | $461K | 1.5% | |
| PARTICIPANT LOANS | Participant loans | — | — | $394K | 1.2% | |
| VANGUARD WORLD FD ESG INTL STK ETF | Mutual Funds | — | — | $378K | 1.2% | |
| J H ENTERPRISE N | Other securities | — | — | $360K | 1.1% | |
| VANGUARD WORLD FD ESG US STK ETF | Mutual Funds | — | — | $295K | 0.9% | |
| FIDELITY ADVISOR FREEDOM 2060 FUND | Mutual Funds | — | — | $273K | 0.9% | |
| FIDELITY ADVISOR FREEDOM 2010 FUND | Mutual Funds | — | — | $268K | 0.9% | |
| PGIM J GLB EQ INC Z | Common Stocks | — | — | $182K | 0.6% | |
| FIDELITY ADVISOR FREEDOM INC Z | Mutual Funds | — | — | $174K | 0.6% | |
| LD ABT SH DTN INC R5 | Common Stocks | — | — | $173K | 0.5% | |
| BLKRK EQUITY DIV K | Other securities | — | — | $167K | 0.5% | |
| SCHWAB 1000 INVESTOR SHS | Mutual Funds | — | — | $157K | 0.5% | |
| AF WASH MUTL INV R6 | Other securities | — | — | $149K | 0.5% | |
| LILLY ELI & CO NFS | Common Stocks | — | — | $149K | 0.5% | |
| BNYM INTL STOCK I | Other securities | — | — | $112K | 0.4% | |
| MFS INTL INTR VAL R4 | Mutual Funds | — | — | $108K | 0.3% | |
| FIDELITY ADVISOR INTL SM CAP Z | Mutual Funds | — | — | $91K | 0.3% | |
| FIDELITY ADVISOR FREEDOM 2065 FUND | Mutual Funds | — | — | $57K | 0.2% | |
| CHEVRONTEXACO CORP | Common Stocks | — | — | $55K | 0.2% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $54K | 0.2% | |
| MICROSOFT CORP NFS LLC IS A MARKET | Common Stocks | — | — | $53K | 0.2% | |
| JHANCOCK BOND R6 | Other securities | — | — | $39K | 0.1% | |
| FIDELITY ADVISOR FREEDOM 2020 FUND | Mutual Funds | — | — | $33K | 0.1% | |
| TCHSTN SMALL CO Y | Common Stocks | — | — | $29K | <0.1% | |
| S & P 500 DEPOSITORY RECEIPT | Common Collective Trusts | — | — | $15K | <0.1% | |
| EOG RESOURCES INC NFS LLC | Common Stocks | — | — | $8K | <0.1% | |
| BLKRK HI YLD BD INST | Other securities | — | — | $810 | <0.1% | |
| FIDELITY ADVISOR FREEDOM 2070 Z | Mutual Funds | — | — | $312 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
