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Original filing (PDF)20251229115847NAL0028455584001
MEDICAL MANAGEMENT RESOURCES, INC.
Form 5500
FILING_RECEIVED
MEDICAL MANAGEMENT RESOURCES INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
159
Accounts w/ balance
152
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICAL MANAGEMENT RESOURCES, INC..
Plan sponsor
Name
MEDICAL MANAGEMENT RESOURCES, INC.
EIN
16-1278524
Address
5000 BRITTONFIELD PKWY, STE 500 · PO BOX 2000 · EAST SYRACUSE, NY · 13057
Phone
(315) 552-6416
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS | 56-2263714 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVEREST CONSULTANTS | 16-1526768 | — | ADVISOR | $21K | — |
Investments
28 direct securities· $10.6M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index FD Admiral Mutual funds | — | — | — | $1.0M | 9.1% | |
| Vanguard Target Retirement 2035 FD I Mutual funds | — | — | — | $897K | 7.9% | |
| Vanguard Target Retirement 2025 FD I Mutual funds | — | — | — | $890K | 7.9% | |
| Vanguard Target Retirement 2030 FD I Mutual funds | — | — | — | $733K | 6.5% | |
| Vanguard Total Stock Mkt Indx FD Adm Mutual funds | — | — | — | $688K | 6.1% | |
| American Funds New Perspective Fund Class F1 Mutual funds | — | — | — | $558K | 4.9% | |
| Blackrock Strategic Income Opportunity Mutual funds | — | — | — | $477K | 4.2% | |
| JP Morgan Equity Income Cl A Mutual funds | — | — | — | $472K | 4.2% | |
| Baird Aggregate Bond Inst Mutual funds | — | — | — | $471K | 4.2% | |
| Blackrock High Yield Bond Fd Svc Mutual funds | — | — | — | $444K | 3.9% | |
| Charles Schwab Investor Money Fund Money market | — | — | — | $415K | 3.7% | |
| Vanguard Inflation Prot Sec Adm Mutual funds | — | — | — | $393K | 3.5% | |
| Vanguard Developed Markets Index Adm Mutual funds | — | — | — | $376K | 3.3% | |
| Vanguard Explorer FD Admiral Shares Mutual funds | — | — | — | $350K | 3.1% | |
| Vanguard Target Retirement Income inv Mutual funds | — | — | — | $342K | 3.0% | |
| Vanguard Value Index Admiral Mutual funds | — | — | — | $339K | 3.0% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual funds | — | — | — | $289K | 2.6% | |
| Vanguard Target Retirement 2045 FD I Mutual funds | — | — | — | $281K | 2.5% | |
| Vanguard F-I SECS I-T US Treasury Mutual funds | — | — | — | $275K | 2.4% | |
| Allspring Special Mid Cap Value Admin Mutual funds | — | — | — | $249K | 2.2% | |
| various dates through April 2039 - | — | — | — | $158K | 1.4% | |
| Vanguard Target Retirement 2050 FD I Mutual funds | — | — | — | $145K | 1.3% | |
| Vanguard Target Retirement 2020 FD I Mutual funds | — | — | — | $110K | 1.0% | |
| Vanguard Small Cap Value Index Admir Mutual funds | — | — | — | $82K | 0.7% | |
| Vanguard Mid Cap Index Fund Admiral Mutual funds | — | — | — | $57K | 0.5% | |
| Vanguard Short Term Corp BD Index Adm Mutual funds | — | — | — | $55K | 0.5% | |
| Vanguard Target Retirement 2055 FD I Mutual funds | — | — | — | $43K | 0.4% | |
| Vanguard Target Retirement 2060 Inv Mutual funds | — | — | — | $3K | <0.1% |