Richard Tatum signed Medbridge Development Company LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medbridge Development Company LP's EIN is 77-0454805.
Download the official 2024 Form 5500 (PDF) for Medbridge Development Company LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medbridge Development Company LP'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 |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard short term treasury ETF Exchange traded fund 67 MUTUAL FUNDS Fidelity total market index instl prem Mutual fund | Common Collective Trusts | — | — | $820K | 19.0% | |
| Schwab total stock market index Mutual fund | Common Collective Trusts | — | — | $799K | 18.5% | |
| Fidelity international index instlprm Mutual fund | Mutual Funds | — | — | $580K | 13.4% | |
| Fidelity US bond index instl prem Mutual fund | Mutual Funds | — | — | $278K | 6.4% | |
| Schwab US aggregate bond index Mutual fund | Mutual Funds | — | — | $258K | 6.0% | |
| Fidelity emerging markets idx instl prm Mutual fund | Common Collective Trusts | — | — | $236K | 5.5% | |
| Fidelity long-term trs bd idx instl prm Mutual fund | Common Collective Trusts | — | — | $217K | 5.0% | |
| EXCHANGE TRADED FUNDS Schwab international equity ETF Exchange traded fund | Mutual Funds | — | — | $190K | 4.4% | |
| Ishares core US aggregate bond ETF Exchange traded fund | Other securities | — | — | $172K | 4.0% | |
| Ishares core S&P small cap growth ETF Exchange traded fund | Other securities | — | — | $138K | 3.2% | |
| Schwab US large-cap growth ETF Exchange traded fund | Mutual Funds | — | — | $132K | 3.1% | |
| Vanguard value ETF Exchange traded fund | Mutual Funds | — | — | $117K | 2.7% | |
| Ishares core S&P 500 ETF Exchange traded fund | Common Collective Trusts | — | — | $106K | 2.5% | |
| Schwab US broad market ETF Exchange traded fund | Mutual Funds | — | — | $100K | 2.3% | |
| Vanguard ftse emerging markets ETF Exchange traded fund | Mutual Funds | — | — | $67K | 1.5% | |
| Ishares intl aggregate bond Exchange traded fund | Other securities | — | — | $38K | 0.9% | |
| CASH | Cash / Money Market | — | — | $12K | 0.3% | |
| Schwab US treasury inflation Mutual fund | U.S. Treasuries | — | — | $7K | 0.2% | |
| Vanguard mid-cap ETF Exchange traded fund | Mutual Funds | — | — | $6K | 0.1% | |
| Spdr S&P 600 s/c value fund Exchange traded fund | Other securities | — | — | $5K | 0.1% | |
| Schwab US reit ETF Exchange traded fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard emerg mkts bnd-adm Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
