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Original filing (PDF)20251015182732NAL0002755939001
SMITH PACKETT MED-COM, LLC
Form 5500
FILING_RECEIVED
SMITH PACKETT MED-COM, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~493 bps in Sched C fees
Active participants
2,207
Accounts w/ balance
2,536
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 493 bps in Schedule C fees — 848% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH PACKETT MED-COM, LLC.
Plan sponsor
Name
SMITH PACKETT MED-COM, LLC
EIN
02-0546607
Address
4423 PHEASANT RIDGE ROAD · SUITE 301 · ROANOKE, VA · 24014
Phone
(540) 562-8280
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KEITER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $317K | — |
Investments
22 direct securities· $6.2M(97% of reported assets)
Registered Investment Companies
$6.0M
21 holdings
OTHER
$259K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $801K | 12.5% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $776K | 12.1% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $683K | 10.6% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $675K | 10.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $648K | 10.1% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $352K | 5.5% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $350K | 5.4% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $298K | 4.6% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $276K | 4.3% | |
| INVESTMENTS LINCOLN STABLE VALUE SEP ACCT | OTHER | — | — | $259K | 4.0% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $244K | 3.8% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $241K | 3.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $178K | 2.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $149K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $123K | 1.9% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $86K | 1.3% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $50K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $10K | 0.1% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $9K | 0.1% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $1K | <0.1% |
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