Kelly Ahrens signed Medica Services Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medica Services Company LLC's EIN is 85-2902940.
Download the official 2024 Form 5500 (PDF) for Medica Services Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medica Services Company LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $331K | — |
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 | |||||
|---|---|---|---|---|---|---|
| L&G S&P 500 DC Collective Investment Trust Fund | Common Collective Trusts | — | — | $82.6M | 18.1% | |
| LEGAL AND GENERAL S&P500 COL INV TR RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $82.6M | 18.1% | |
| Fidelity Contrafund | Mutual Funds | — | — | $62.9M | 13.8% | |
| BLACK ROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $37.7M | 8.3% | |
| T. ROWE PRICE STABLE VAL COM TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $30.4M | 6.7% | |
| Vanguard Mid Cap Index Institutional Fund | Mutual Funds | — | — | $28.6M | 6.3% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $24.1M | 5.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $18.5M | 4.1% | |
| T. Rowe Price New Horizons Fund | Other securities | — | — | $18.5M | 4.1% | |
| Delaware Small Cap Value Fund - Macquarie Small Cap Value Int | Other securities | — | — | $15.6M | 3.4% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $14.7M | 3.2% | |
| MFS International Intrinsic Value R3 Fund | Mutual Funds | — | — | $14.6M | 3.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $13.1M | 2.9% | |
| LEGAL AND GENERAL MSCI EAFE COL INV RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 001 | Common Collective Trust | — | — | $12.3M | 2.7% | |
| RBC Emerging Markets Equity Fund | Other securities | — | — | $11.8M | 2.6% | |
| BNY Mellon Global Fixed Income Fund | Other securities | — | — | $9.4M | 2.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $9.3M | 2.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $9.1M | 2.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $7.7M | 1.7% | |
| Fidelity U.S. Bond Fund | Mutual Funds | — | — | $7.3M | 1.6% | |
| Notes receivable from participants, due in various amounts through October 2039, with interest rates ranging from 4.25% to 9.50%* | Bonds / Notes | — | — | $5.6M | 1.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $5.5M | 1.2% | |
| PRINCIPAL DIVERSIFIED RA CIT T1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $4.3M | 0.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $985K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $832K | 0.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $719K | 0.2% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $41K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
