Mountain Medical Physician Specialists, P.C.'s EIN is 87-0565773.
Download the official 2024 Form 5500 (PDF) for Mountain Medical Physician Specialists, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mountain Medical Physician Specialists, P.C.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $768 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 27-5273468 |
| BEACHWOOD, OH |
| INVESTMENT ADVISOR |
| $23K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $2.8M | 14.3% | |
| Self-directed brokerage account Schwab Funds SDB | Self-Directed Brokerage | — | — | $2.4M | 12.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.8M | 9.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $1.7M | 8.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 7.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.4M | 7.0% | |
| Fidelity Growth Discovery K | Mutual Funds | — | — | $785K | 4.1% | |
| * Empower EI Fixed Account - Series Class I | Guaranteed Income / GIC | — | — | $752K | 3.9% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $704K | 3.6% | |
| Allspring Core Plus Bond R6 | Other securities | — | — | $674K | 3.5% | |
| AB Large Cap Growth Z | Mutual Funds | — | — | $585K | 3.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $460K | 2.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $452K | 2.3% | |
| Fidelity Total International Index | Mutual Funds | — | — | $417K | 2.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $414K | 2.1% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $396K | 2.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $299K | 1.5% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $234K | 1.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $204K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $194K | 1.0% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $186K | 1.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $156K | 0.8% | |
| Participant loans Interest Rate 4.25% - 9.50% -0- | Bonds / Notes | — | — | $108K | 0.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $108K | 0.6% | |
| American Funds Strategic Bond R6 | Mutual Funds | — | — | $83K | 0.4% | |
| Fidelity Advisor Real Estate Income Z | Mutual Funds | — | — | $75K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $65K | 0.3% | |
| Fidelity Advisor Short Dur Hi Inc Z | Mutual Funds | — | — | $59K | 0.3% | |
| DFA Global Real Estate Securities | Mutual Funds | — | — | $58K | 0.3% | |
| American Funds American Hi Inc Tr R6 | Mutual Funds | — | — | $58K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126258 / PN 572 | Common Collective Trust | — | — | $54K | 0.3% | |
| DFA International Value I | Mutual Funds | — | — | $51K | 0.3% | |
| transferred loan payments Contributions corrected correction in and PTE 2002- late to Plan are included not corrected outside VFCP 51 2023 $ 37,443 - | Other securities | — | — | $37K | 0.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $27K | 0.1% | |
| Janus Henderson Global Real Estate N | Mutual Funds | — | — | $20K | 0.1% | |
| Schwab Funds SDB Roth | Mutual Funds | — | — | $13K | <0.1% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $8K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $5K | <0.1% | |
| DFA Emerging Markets Small Cap I | Mutual Funds | — | — | $2K | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
