Original filing (PDF)20251015051759NAL0001911315001

MEDICAL ASSOCIATES OF RHODE ISLAND, INC.

Name: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. — MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN, Form 5500 (2024)
Creator: MEDICAL ASSOCIATES OF RHODE ISLAND, INC.

Form 5500

FILING_RECEIVED

MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

120

Accounts w/ balance

143

Plan assets (EOY)

$23.9M

Net assets (EOY)

$23.9M

How this plan invests

This plan

2 pooled trusts

Schedule D

37 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDICAL ASSOCIATES OF RHODE ISLAND, INC..

Plan sponsor

Name

MEDICAL ASSOCIATES OF RHODE ISLAND, INC.

EIN

05-0340866

Address

1180 HOPE STREET · BRISTOL, RI · 02809

Phone

(401) 253-8900

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2J · 401(k) feature

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL WEALTH MANAGEMENT	65-1226333	—	ADVISOR	$26K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES LLC	04-3532603	—	PLAN ADMINISTRATOR	$25K	—

Investments

37 direct securities · 2 pooled funds· $23.7M(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.

Other securities

$23.0M

35 holdings

Common Collective Trust

$663K

2 holdings

Bonds / Notes

$71K

1 holding

Cash / Money Market

$2K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Other securities	—	—	$3.0M	12.4%
T. Rowe Price U.S. Equity Research Fund Mutual Fund	Other securities	—	—	$2.4M	10.1%
American Funds 2030 Target Date Retirement Mutual Fund	Other securities	—	—	$2.0M	8.4%
JP Morgan U.S. Value Fund Mutual Fund	Other securities	—	—	$2.0M	8.2%
American Funds 2025 Target Date Retirement Mutual Fund	Other securities	—	—	$1.2M	4.9%
DFA Emerging Markets Core Equity Mutual Fund	Other securities	—	—	$1.2M	4.9%
AB Large Cap Growth Fund Mutual Fund	Other securities	—	—	$1.0M	4.3%
Victory Governement Securities Fund Mutual Fund	Other securities	—	—	$912K	3.8%
Dodge & Cox International Stock Fund Mutual Fund	Other securities	—	—	$870K	3.6%
Vanguard High-Yield Corporate Fund Mutual Fund	Other securities	—	—	$827K	3.5%
Fidelity Small Cap Value Mutual Fund	Other securities	—	—	$803K	3.4%
Baird Core Plus Institutional Mutual Fund	Other securities	—	—	$794K	3.3%
MFS International Growth Fund Mutual Fund	Other securities	—	—	$789K	3.3%
Dodge & Cox Global Bond Mutual Fund	Other securities	—	—	$745K	3.1%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$579K	2.4%
Neuberger Berman Real Estate Fund Mutual Fund	Other securities	—	—	$558K	2.3%
Baird Short- Term Bond Mutual Fund	Other securities	—	—	$504K	2.1%
Vanguard Small Cap Index Fund Mutual Fund	Other securities	—	—	$482K	2.0%
Congress Mid-Cap Growth Fund Mutual Fund	Other securities	—	—	$421K	1.8%
Putnam Small Cap Growth Fund Mutual Fund	Other securities	—	—	$364K	1.5%
Northern Mid Cap Index Fund Mutual Fund	Other securities	—	—	$351K	1.5%
Vanguard Developed Markets Index Fund Mutual Fund	Other securities	—	—	$350K	1.5%
Fidelity Global Commodity Stock Fund Mutual Fund	Other securities	—	—	$330K	1.4%
BlackRock Mid-Cap Value Fund Mutual Fund	Other securities	—	—	$324K	1.4%
DFA Large Cap International Mutual Fund	Other securities	—	—	$310K	1.3%
Fidelity International Small Cap Value Mutual Fund	Other securities	—	—	$205K	0.9%
Blackrock Inflation Protection Bond Mutual Fund	Other securities	—	—	$197K	0.8%
MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$84K	0.4%
Participant Loans Various Terms and Interest Rates between 4.25% - 9.50%	Bonds / Notes	—	$71K	$71K	0.3%
American Funds 2045 Target Date Retirement Mutual Fund	Other securities	—	—	$48K	0.2%
American Funds 2055 Target Date Retirement Mutual Fund	Other securities	—	—	$35K	0.1%
American Funds 2035 Target Date Retirement Mutual Fund	Other securities	—	—	$28K	0.1%
American Funds 2060 Target Date Retirement Mutual Fund	Other securities	—	—	$26K	0.1%
American Funds 2065 Target Date Retirement Mutual Fund	Other securities	—	—	$25K	0.1%
American Funds 2050 Target Date Retirement Mutual Fund	Other securities	—	—	$20K	<0.1%
American Funds 2015Target Date Retirement Mutual Fund	Other securities	—	—	$6K	<0.1%
American Funds 2040 Target Date Retirement Mutual Fund	Other securities	—	—	$3K	<0.1%
American Funds 2020 Target Date Retirement Mutual Fund	Other securities	—	—	$3K	<0.1%
Fidelity Govt. Money Market Mutual Fund	Cash / Money Market	—	—	$2K	<0.1%