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Original filing (PDF)20251015124726NAL0004886433001
MEDICAL CARE DEVELOPMENT, INC.
Form 5500
FILING_RECEIVED
MEDICAL CARE DEVELOPMENT, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
248
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICAL CARE DEVELOPMENT, INC..
Plan sponsor
Name
MEDICAL CARE DEVELOPMENT, INC.
EIN
01-6022787
Address
105 SECOND STREET · SUITE 2A · HALLOWELL, ME · 04347
Phone
(207) 622-7566
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICE | — | LUTHERVILLE, MD | NONE | $29K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $23K | — |
Investments
39 direct securities· $12.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $1.3M | 10.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.0M | 8.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $691K | 5.4% | |
| Principal Blue Chip Instl Principal 0 | — | — | — | $672K | 5.2% | |
| Vanguard Large Cap Index Adm Vanguard 0 | — | — | — | $658K | 5.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $625K | 4.8% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $616K | 4.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $598K | 4.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $587K | 4.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $576K | 4.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $533K | 4.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $505K | 3.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $465K | 3.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $461K | 3.6% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $378K | 2.9% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $372K | 2.9% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $330K | 2.6% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $247K | 1.9% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $244K | 1.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $231K | 1.8% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $218K | 1.7% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $202K | 1.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $184K | 1.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $147K | 1.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $132K | 1.0% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $129K | 1.0% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $124K | 1.0% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $113K | 0.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $110K | 0.9% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $90K | 0.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $89K | 0.7% | |
| Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $76K | 0.6% | |
| Vanguard Diversified Equity Inv Vanguard 0 | — | — | — | $44K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $36K | 0.3% | |
| Vanguard Utilities Index Adm Vanguard 0 | — | — | — | $14K | 0.1% | |
| Vanguard Short-Term Treasury Idx Adm Vanguard 0 | — | — | — | $10K | <0.1% | |
| Janus Henderson Global Life Sciences I Janus 0 | — | — | — | $5K | <0.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Principal Real Estate Securities Instl Principal 0 | — | — | — | $2K | <0.1% |
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