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Original filing (PDF)20250729152511NAL0007971634001
MEDICAL INFORMATION TECHNOLOGY, INC
Form 5500
FILING_RECEIVED
MEDICAL INFORMATION TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3,338
Accounts w/ balance
2,848
Plan assets (EOY)
$103.1M
Net assets (EOY)
$103.1M
How this plan invests
This plan
20 pooled trusts
Schedule D
24 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
- 19 bps in Schedule C fees — 86% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICAL INFORMATION TECHNOLOGY, INC.
Plan sponsor
Name
MEDICAL INFORMATION TECHNOLOGY, INC
EIN
04-2455639
Address
7 BLUE HILL RIVER RD · CANTON, MA · 02021
Phone
(781) 821-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
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)
Audit & trust (Schedule H)
Auditor
WOLF & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $127K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $62K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOLF & COMPANY, P.C. | — | BOSTON, MA | AUDITOR | $4K | — |
Investments
7 direct securities · 20 pooled funds· $114.4M(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
$77.4M
18 holdings
Uncategorized
$32.1M
7 holdings
Pooled Separate Account
$4.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Capital Group Europacific Growth SA Pooled separate accounts n/a | — | — | — | $11.2M | 10.8% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $9.9M | 9.6% | |
| AB US LC GRO CIT W SER L Common collective trusts n/a | — | — | — | $8.6M | 8.3% | |
| AB US LARGE CAP GROWTH CIT (W SERS) GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $8.6M | 8.3% | |
| BLACKROCK LIFEPATH DYNAMIC 2050 FUN BLACKROCK FUNDS · EIN 85-1448812 / PN 001 | Common Collective Trust | — | — | $7.0M | 6.8% | |
| BLACKROCK LIFEPATH DYNAMIC 2045 FUN BLACKROCK FUNDS · EIN 85-1430799 / PN 001 | Common Collective Trust | — | — | $6.9M | 6.7% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $6.7M | 6.5% | |
| BLACKROCK LIFEPATH DYNAMIC 2040 FUN BLACKROCK FUNDS · EIN 85-1430499 / PN 001 | Common Collective Trust | — | — | $6.5M | 6.3% | |
| Type of Investment Rate of Interest Collateral Maturity Value Cost (1) Value * Guaranteed Income Fund Guaranteed income fund n/a | — | — | — | $5.8M | 5.7% | |
| BLACKROCK LIFEPATH DYNAMIC 2035 FUN BLACKROCK FUNDS · EIN 85-1404929 / PN 001 | Common Collective Trust | — | — | $5.6M | 5.4% | |
| BLACKROCK LIFEPATH DYNAMIC 2055 FUN BLACKROCK FUNDS · EIN 85-1449261 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.2% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY TRUST · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $4.2M | 4.0% | |
| BLACKROCK LIFEPATH DYNAMIC 2060 FUN BLACKROCK FUNDS · EIN 85-1465174 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.6% | |
| BLACKROCK LIFEPATH DYNAMIC 2030 FUN BLACKROCK FUNDS · EIN 85-1404566 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.4% | |
| MFS Mid Cap Growth Class R6 Mutual Funds n/a | — | — | — | $3.4M | 3.3% | |
| BLACKROCK LIFEPATH DYNAMIC RET FUND BLACKROCK FUNDS · EIN 85-1484759 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.1% | |
| MCV / Robeco Fund Pooled separate accounts n/a | — | — | — | $2.7M | 2.6% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $2.7M | 2.6% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $2.2M | 2.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.9M | 1.9% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY TRUST · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $1.8M | 1.7% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL GREAT GRAY TRUST · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $1.7M | 1.6% | |
| BLACKROCK LIFEPATH DYNAMIC 2065 FUN BLACKROCK FUNDS · EIN 85-1465437 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $690K | 0.7% | |
| Lord Abbett Bond Debenture R6 Mutual Funds n/a | — | — | — | $348K | 0.3% | |
| PIMCO All Asset Institution Fund Mutual Funds n/a | — | — | — | $128K | 0.1% | |
| BLACKROCK LIFEPATH DYNAMIC 2025 FUN BLACKROCK FUNDS · EIN 85-1399579 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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