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Original filing (PDF)20251015094616NAL0002098243001

FORENSIC MEDICAL MANAGEMENT SERVICES, PLC

Form 5500
FILING_RECEIVED
FORENSIC MEDICAL 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
145
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORENSIC MEDICAL MANAGEMENT SERVICES, PLC.
Plan sponsor
Name
FORENSIC MEDICAL MANAGEMENT SERVICES, PLC
EIN
16-1628157
Address
850 R.S. GASS BOULEVARD · NASHVILLE, TN · 372162640
Phone
(615) 743-1800
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930NONE$14K
LPL FINANCIAL RP RPCP04-3046611NONE$10K

Investments

24 direct securities · 1 pooled fund· $14.5M(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
$14.4M
24 holdings
Common Collective Trust
$143K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Dodge & Cox Income Fund Class I$3.0M20.4%
The Vanguard Group PRIMECAP Fund Admiral$1.7M11.9%
The Vanguard Group Institutional Index Fund Inst'l$1.4M9.9%
The Vanguard Group Target Retirement 2045 Fund$1.1M7.5%
The Vanguard Group Target Retirement 2040 Fund$879K6.1%
The Vanguard Group Target Retirement 2035 Fund$868K6.0%
The Vanguard Group Target Retirement 2025 Fund$816K5.6%
The Vanguard Group Windsor II Fund Investor$799K5.5%
The Vanguard Group Mid-Cap Index Fund Inst'l$723K5.0%
The Vanguard Group Target Retirement 2050 Fund$560K3.9%
The Vanguard Group Target Retirement 2030 Fund$467K3.2%
The Vanguard Group Capital Opportunity Fund Investor ** 181 * The Vanguard Group Target Retirement 2020 Fund$291K2.0%
The Vanguard Group Cash Reserves Federal MM Fund Admiral$247K1.7%
The Vanguard Group Target Retirement 2055 Fund$222K1.5%
American Funds EuroPacific Growth Fund; Class R-6$218K1.5%
The Vanguard Group Target Retirement 2060 Fund$202K1.4%
American Century Small Cap Value Fund; R6 Class$199K1.4%
The Vanguard Group Target Retirement 2070 Fund ** 304 * The Vanguard Group Target Retirement Income Fund$177K1.2%
The Vanguard Group Total International Stock Index Fund Admiral$143K1.0%
VFTC RETIREMENT SAVINGS TRUST III
VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024
Common Collective Trust
$143K1.0%
The Vanguard Group Small-Cap Index Fund Admiral$131K0.9%
Principal SmallCap Growth Fund I; Class R6$98K0.7%
The Vanguard Group Real Estate Index Fund Admiral$76K0.5%
The Vanguard Group Target Retirement 2065 Fund$33K0.2%
The Vanguard Group Total Bond Market Index Fund Inst'l$6K<0.1%

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