Daniel M Duncanson signed Simedhealth, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simedhealth, L.L.C.'s EIN is 82-3017080.
Download the official 2024 Form 5500 (PDF) for Simedhealth, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simedhealth, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | ADVISOR | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FDM Index 2030 IPR Mutual fund | Mutual Funds | — | — | $9.0M | 19.8% | |
| Fidelity FDM Index 2035 IPR Mutual fund | Mutual Funds | — | — | $7.3M | 16.0% | |
| Fidelity FDM Index 2040 IPR Mutual fund | Mutual Funds | — | — | $4.8M | 10.4% | |
| Fidelity FDM Index 2025 IPR Mutual fund | Mutual Funds | — | — | $4.4M | 9.6% | |
| Fidelity FDM Index 2045 IPR Mutual fund | Mutual Funds | — | — | $4.1M | 8.9% | |
| s, at fair value * Fidelity 500 Index Fund Mutual fund | Mutual Funds | — | — | $2.2M | 4.7% | |
| Fidelity FDM Index 2050 IPR Mutual fund | Mutual Funds | — | — | $1.8M | 4.0% | |
| Fidelity FDM Index 2015 IPR Mutual fund | Mutual Funds | — | — | $1.1M | 2.4% | |
| Fidelity FDM Index 2020 IPR Mutual fund | Mutual Funds | — | — | $1.0M | 2.2% | |
| Self-directed brokerage accounts, at fair value Common stock | Self-Directed Brokerage | — | — | $916K | 2.0% | |
| Fidelity FDM Index 2055 IPR Mutual fund | Mutual Funds | — | — | $581K | 1.3% | |
| Self-directed brokerage accounts, at fair value Money market fund | Self-Directed Brokerage | — | — | $423K | 0.9% | |
| T. Rowe Price Blue Chip Growth Fund I Class Mutual fund | Other securities | — | — | $306K | 0.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $288K | 0.6% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $234K | 0.5% | |
| Fidelity FDM Index 2060 IPR Mutual fund | Mutual Funds | — | — | $217K | 0.5% | |
| Fidelity Managed Income Portfolio Class 2 Common collective trust | Common Collective Trusts | — | — | $213K | 0.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $213K | 0.5% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual fund | Mutual Funds | — | — | $202K | 0.4% | |
| Interest Rate Range * Notes receivable from participants 4.25%-9.5%*** - | Bonds / Notes | — | — | $184K | 0.4% | |
| Vanguard Explorer Fund Admiral Shares Mutual fund | Mutual Funds | — | — | $150K | 0.3% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Mutual fund | Mutual Funds | — | — | $119K | 0.3% | |
| America Funds New World Fund Class R-6 Mutual fund | Other securities | — | — | $106K | 0.2% | |
| Fidelity Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $77K | 0.2% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $68K | 0.1% | |
| TCW MW TOT RTN BD P Mutual fund | Other securities | — | — | $48K | 0.1% | |
| MFS Mid Cap Growth Class R6 Mutual fund | Mutual Funds | — | — | $39K | <0.1% | |
| Fidelity FDM Index 2065 IPR Mutual fund | Mutual Funds | — | — | $32K | <0.1% | |
| Money market, at fair value * Fidelity Government Money Market Fund Money market fund | Mutual Funds | — | — | $23K | <0.1% | |
| UM Behavioral VAL R6 Mutual fund | Other securities | — | — | $22K | <0.1% | |
| Vanguard ST Federal Admiral Shares Mutual fund 186 MFS Mid Cap Value Fund Class R6 Mutual fund | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard International Growth Fund Admiral Shares Mutual fund | Mutual Funds | — | — | $15K | <0.1% | |
| FID FDM IDX INC IPR Mutual fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity FDM Index 2070 IPR Mutual fund 160 * Fidelity Balanced K6 Fund 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.
