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Original filing (PDF)20251007125615NAL0004795969001
NATIONAL MEDICAL CARE, INC.
Form 5500
FILING_RECEIVED
FRESENIUS MEDICAL CARE NORTH AMERICA 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
61,883
Accounts w/ balance
49,065
Plan assets (EOY)
$4.4B
Net assets (EOY)
$4.4B
How this plan invests
This plan
7 pooled trusts
Schedule D
13 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
82
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Equity Index Fund F 12,503,150 Units" is 36% of plan.
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL MEDICAL CARE, INC..
Plan sponsor
Name
NATIONAL MEDICAL CARE, INC.
DBA
FRESENIUS MEDICAL CARE NA
EIN
04-2835488
Address
920 WINTER STREET · WALTHAM, MA · 02451
Phone
(781) 699-9000
Industry
Health Care & Social Assistancesee 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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WITHUMSMITH & BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2.5M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW ENGLAND RETIREMENT CONSULTANTS | 20-5322603 | — | CONSULTANT | $55K | — |
| MORGAN STANLEY | 11-3658445 | — | INVESTMENT ADVISOR | $44K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUM SMITH + BROWN PC | 22-2027092 | — | ACCOUNTANT/AUDITOR | $116K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
7 direct securities · 7 pooled funds· $4.3B(99% 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
$3.0B
7 holdings
Uncategorized
$1.3B
6 holdings
Mutual Funds
$30.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $1.6B | 35.5% | |
| MassMutual Stable Value Separate Account Group annuity contract | — | — | — | $980.6M | 22.4% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX F BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 83-0377925 / PN 001 | Common Collective Trust | — | — | $441.4M | 10.1% | |
| MID CAPITALIZATION EQUITY FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 94-3272818 / PN 001 | Common Collective Trust | — | — | $344.8M | 7.9% | |
| RUSSELL 2000 INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 94-3318704 / PN 001 | Common Collective Trust | — | — | $290.8M | 6.7% | |
| U.S. DEBT INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $253.9M | 5.8% | |
| Notes Receivable from Participants Interest range of 4.25 - 10.75% - | — | — | — | $132.2M | 3.0% | |
| EMER MKTS INDEX NON-LENDABLE FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 26-3832702 / PN 001 | Common Collective Trust | — | — | $122.3M | 2.8% | |
| Brokerage Link Brokerage accounts | — | — | — | $78.4M | 1.8% | |
| U.S. Treasury Inflation Protected Securities Fund F 1,259,329 Units | — | — | — | $30.7M | 0.7% | |
| U.S. TREA INFL PROTECTED SEC FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 36-4495972 / PN 001 | Common Collective Trust | — | — | $30.7M | 0.7% | |
| Vanguard Long-Term Bond Index Fund 444,209 Shares | Mutual Funds | — | — | $30.4M | 0.7% | |
| Interest-Bearing Cash 17,201,163 Units | — | — | $17.2M | $17.2M | 0.4% | |
| Fresenius Medical Care AG & Co. KGaA 700,579 Shares (ADRs) | — | — | — | $15.9M | 0.4% |