Derek Schneider signed Medpoint Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medpoint Management, Inc.'s EIN is 95-4559299.
Download the official 2024 Form 5500 (PDF) for Medpoint Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medpoint Management, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| ASCENSUS INC | — | FORT WAYNE, IN | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $24.2M | 69.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $6.4M | 18.3% | |
| GREAT GRAY TRUST AM FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $3.5M | 10.0% | |
| GREAT GRAY TRUST AM FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $3.0M | 8.6% | |
| GREAT GRAY TRUST AM FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $3.0M | 8.5% | |
| GREAT GRAY TRUST AM FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $2.9M | 8.4% | |
| GREAT GRAY TRUST AM FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $2.6M | 7.4% | |
| GREAT GRAY TRUST AM FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $2.5M | 7.3% | |
| GREAT GRAY TRUST AM FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $2.4M | 7.0% | |
| GREAT GRAY TRUST AM FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $2.1M | 5.9% | |
| GREAT GRAY TRUST AM FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.3M | 3.8% | |
| [Assets held in participant loans] | Other | — | — | $1.1M | 3.2% | |
| [Assets held in pooled separate account] | Other | — | — | $375K | 1.1% | |
| MFS MID CAP VALUE FUND IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 858 | Pooled Separate Account | — | — | $375K | 1.1% | |
| LARGE CAP VALUE R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $226K | 0.6% | |
| LARGE CAP GROWTH FUND IV GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $220K | 0.6% | |
| GREAT GRAY TRUST AM FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $149K | 0.4% | |
| GREAT GRAY TRUST AM FUNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $116K | 0.3% | |
| SMALL CAP VALUE FUND III R1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $77K | 0.2% | |
| SMALL CAP GROWTH FUND II FEE CL R1 GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $69K | 0.2% | |
| INTERNATIONAL EQUITY FUND R1 GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $7K | <0.1% | |
| GREAT GRAY TRUST AM FUNDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $7K | <0.1% | |
| MASSMUTUAL INFL-PROT AND INC R4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1 | <0.1% | |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $54K |
| — |
