Alicia Lorenz signed Mercy Flights Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mercy Flights Incorporated's EIN is 93-0512235.
Download the official 2024 Form 5500 (PDF) for Mercy Flights Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mercy Flights Incorporated'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 | $31K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | 81-0139474 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD FTSE SOCIAL INDEX ADM 349 REGISTERED INVESTMENT COMPANY AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 17.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 14.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.0M | 9.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $997K | 9.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $671K | 6.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $538K | 5.2% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $515K | 4.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $504K | 4.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $411K | 3.9% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $351K | 3.4% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $329K | 3.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $218K | 2.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $190K | 1.8% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $179K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $176K | 1.7% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $172K | 1.7% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $123K | 1.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $101K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $97K | 0.9% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $91K | 0.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $84K | 0.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $81K | 0.8% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $50K | 0.5% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $50K | 0.5% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $47K | 0.5% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $31K | 0.3% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $18K | 0.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $17K | 0.2% | |
| PGIM SHORT DUR MULTISECT BD R | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $28K |
| — |
