How big is Medical Management Resource Group, LLC's plan?

Medical Management Resource Group, LLC's plan reported $71.6M in assets and 1,965 participants for 2024.

Original filing (PDF)20251014153611NAL0004410736001

Medical Management Resource Group, LLC

Name: Medical Management Resource Group, LLC — Form 5500 Plan 001 (2024)
Creator: Medical Management Resource Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

American Vision Partners 401(k) Plan

401(k) retirement plan · Medical Management Resource Group, LLC's American Vision Partners 401(k) Plan held $71.6M in plan assets for 1,965 participants in 2024, with Principal as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered

Active participants

1,965

Accounts w/ balance

2,072

Plan assets (EOY)

$71.6M

Net assets (EOY)

$71.6M

People on this filing

Colby Carter signed Medical Management Resource Group, LLC's 2024 Form 5500 as plan administrator.

Colby Carter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Medical Management Resource Group, LLC's EIN is 03-0460264.

EIN 03-0460264

Plan number 001

Plan year 2024

ACK ID 20251014153611NAL0004410736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Medical Management Resource Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Medical Management Resource Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDICAL MANAGEMENT RESOURCE GROUP, LLC.

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How this plan invests

This plan

7 pooled trusts

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

MEDICAL MANAGEMENT RESOURCE GROUP, LLC

EIN

all filings

Address

4800 N 22ND STREET · PHOENIX, AZ · 850164701

Phone

(602) 508-4870

Industry

Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$302K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$0	—

Investments

27 direct securities · 7 pooled funds· $124.0M(100% of reported assets)

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.

Common Collective Trust

$52.0M

4 holdings

Mutual Funds

$51.8M

16 holdings

Common Collective Trusts

$13.6M

5 holdings

Stable Value

$1.7M

1 holding

Self-Directed Brokerage

$1.7M

1 holding

Bonds / Notes

$1.0M

1 holding

Pooled Separate Account

$932K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$50.1M Fidelity$11.8M Vanguard$2.4M American Funds (Capital Group)$588K Dimensional / DFA$476K Principal$406K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTONLARSONALLEN LLP	41-0746749	—	ACCOUNTANT	$0	—

					% of plan
NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043	Common Collective Trust	—	—	$50.1M	70.0%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$8.9M	12.4%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2035 Class R	Mutual Funds	—	—	$8.7M	12.1%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2045 Class R	Mutual Funds	—	—	$7.3M	10.2%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2040 Class R	Mutual Funds	—	—	$6.4M	9.0%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2030 Class R	Mutual Funds	—	—	$6.4M	9.0%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2050 Class R	Mutual Funds	—	—	$4.5M	6.3%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2020 Class R	Mutual Funds	—	—	$4.2M	5.9%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2025 Class R	Mutual Funds	—	—	$3.9M	5.4%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2055 Class R	Mutual Funds	—	—	$3.4M	4.7%
Vanguard Group Vanguard U.S. Growth Fund	Mutual Funds	—	—	$2.4M	3.3%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2060 Class R	Mutual Funds	—	—	$2.2M	3.0%
Morley Financial Services, Inc. Morley Stable Value VI Fund	Stable Value	—	—	$1.7M	2.4%
Nuveen Asset Management Nuveen TIAA Lifecycle Idx Rtrment Inc Class R	Common Collective Trusts	—	—	$1.7M	2.4%
Principal Self-Directed Brokerage Account	Self-Directed Brokerage	—	—	$1.7M	2.4%
MORLEY STABLE VALUE VI FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$1.6M	2.3%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1.4M	1.9%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2065 Class R	Mutual Funds	—	—	$1.2M	1.7%
Participants Participant Loans Rates from 4.25% - 9.50%	Bonds / Notes	—	—	$1.0M	1.4%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$978K	1.4%
Robert W. Baird & Co. Inc. Baird Core Plus Bond Inv Fund	Common Stocks	—	—	$660K	0.9%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$606K	0.8%
Capital Research and Mgmt Co American Funds American Mutual R6 Fund	Mutual Funds	—	—	$588K	0.8%
PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070	Pooled Separate Account	—	—	$526K	0.7%
AB/Brown/Emerald SmallCap Growth I Separate Account	Pooled Separate Accounts	—	—	$526K	0.7%
PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137	Pooled Separate Account	—	—	$406K	0.6%
DFA Emerging Markets I Fund	Mutual Funds	—	—	$327K	0.5%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2015 Class R	Mutual Funds	—	—	$151K	0.2%
DFA U.S. Targeted Value Portfolio	Mutual Funds	—	—	$149K	0.2%
COHEN & STEERS U.S. REALTY U SEI TRUST COMPANY · EIN 46-3411346 / PN 064	Common Collective Trust	—	—	$146K	0.2%
MFS INT'L EQUITY FD FEE CL U GREAT GRAY TRUST COMPANY · EIN 38-7275347 / PN 784	Common Collective Trust	—	—	$118K	0.2%
Nuveen Asset Management Nuveen TIAA Lifecycle Index 2010 Class R	Mutual Funds	—	—	$18K	<0.1%
(E)	Other securities	—	—	$18K	<0.1%
PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014	Pooled Separate Account	—	—	$0	<0.1%

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