MORI Diaz signed MB Medical Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MB Medical Operations, LLC's EIN is 81-4488450.
Download the official 2024 Form 5500 (PDF) for MB Medical Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MB Medical Operations, LLC's 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $43K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 19.4% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $528K | 9.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $515K | 9.5% | |
| TRP SV COMMON TR A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $424K | 7.8% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $402K | 7.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $331K | 6.1% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $329K | 6.0% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $328K | 6.0% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $244K | 4.5% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $216K | 4.0% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $156K | 2.9% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $127K | 2.3% | |
| HARTFORD TR BOND FUND R6 | Registered Investment Companies | — | — | $87K | 1.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $87K | 1.6% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $70K | 1.3% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $64K | 1.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $59K | 1.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $58K | 1.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $58K | 1.1% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $58K | 1.1% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $56K | 1.0% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $44K | 0.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $25K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.