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Original filing (PDF)20250911093136NAL0000335313001
MEDPRO SYSTEMS LLC
Form 5500
FILING_RECEIVED
MEDPRO SYSTEMS LLC 401(K) PLAN
401(k) retirement plan
Active participants
158
Accounts w/ balance
171
Plan assets (EOY)
$33.7M
Net assets (EOY)
$33.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDPRO SYSTEMS LLC.
Plan sponsor
Name
MEDPRO SYSTEMS LLC
EIN
14-1846195
Address
100 STIERLI COURT · SUITE 100 · MT. ARLINGTON, NJ · 07856
Phone
(973) 398-7800
Industry
Professional & Technical Servicessee 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
2025-09-11
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
HFA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Investments
22 direct securities · 2 pooled funds· $34.6M(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.
Uncategorized
$33.6M
22 holdings
Common Collective Trust
$1.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund N/A | — | — | — | $4.8M | 14.3% | |
| Fidelity Investments Fidelity® 500 Index Fund N/A | — | — | — | $4.2M | 12.5% | |
| Vanguard Target Retirement 2040 Fund N/A | — | — | — | $4.2M | 12.3% | |
| PGIM Investments Target Retirement 2020 Fund N/A | — | — | — | $3.6M | 10.7% | |
| Vanguard Target Retirement 2035 Fund N/A | — | — | — | $3.2M | 9.6% | |
| Vanguard Target Retirement 2055 Fund N/A | — | — | — | $3.0M | 8.8% | |
| Vanguard Target Retirement 2045 Fund N/A | — | — | — | $2.7M | 8.1% | |
| Vanguard Target Retirement 2050 Fund N/A | — | — | — | $1.9M | 5.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/A | — | — | — | $1.1M | 3.4% | |
| Common Collective Trusts Alliance Bernstein Wilmington Trust Collective Investment Trust N/A | — | — | — | $927K | 2.8% | |
| AB US LG CP GR CIT R GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $927K | 2.8% | |
| Vanguard Target Retirement 2025 Fund N/A | — | — | — | $816K | 2.4% | |
| Goldman Sachs Strategic Income Fund N/A | — | — | — | $709K | 2.1% | |
| Vanguard Target Retirement Fund 2060 N/A | — | — | — | $680K | 2.0% | |
| MFS International Diversification Fund Class R6 N/A | — | — | — | $602K | 1.8% | |
| ClearBridge Investments Large Cap Value Fund N/A | — | — | — | $263K | 0.8% | |
| PGIM Investments Total RTN BD R6 N/A | — | — | — | $256K | 0.8% | |
| Goldman Sachs Small/Mid Cap Growth Fund N/A | — | — | — | $221K | 0.7% | |
| Vanguard Small Cap Index Fund Admiral Shares N/A | — | — | — | $163K | 0.5% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $102K | 0.3% | |
| American Funds American Balanced Fund® N/A | — | — | — | $72K | 0.2% | |
| Vanguard Target Retirement Income Fund N/A | — | — | — | $68K | 0.2% | |
| PGIM Investments Global Real Estate Fund N/A | — | — | — | $37K | 0.1% | |
| Registered Investment Companies American Century Investments Mid Cap Value Fund R6 Class N/A | — | — | — | $15K | <0.1% |
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