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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 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $14K | — |
| LPL FINANCIAL RP RPCP | 04-3046611 | — | NONE | $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
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund Class I | — | — | — | $3.0M | 20.4% | |
| The Vanguard Group PRIMECAP Fund Admiral | — | — | — | $1.7M | 11.9% | |
| The Vanguard Group Institutional Index Fund Inst'l | — | — | — | $1.4M | 9.9% | |
| The Vanguard Group Target Retirement 2045 Fund | — | — | — | $1.1M | 7.5% | |
| The Vanguard Group Target Retirement 2040 Fund | — | — | — | $879K | 6.1% | |
| The Vanguard Group Target Retirement 2035 Fund | — | — | — | $868K | 6.0% | |
| The Vanguard Group Target Retirement 2025 Fund | — | — | — | $816K | 5.6% | |
| The Vanguard Group Windsor II Fund Investor | — | — | — | $799K | 5.5% | |
| The Vanguard Group Mid-Cap Index Fund Inst'l | — | — | — | $723K | 5.0% | |
| The Vanguard Group Target Retirement 2050 Fund | — | — | — | $560K | 3.9% | |
| The Vanguard Group Target Retirement 2030 Fund | — | — | — | $467K | 3.2% | |
| The Vanguard Group Capital Opportunity Fund Investor ** 181 * The Vanguard Group Target Retirement 2020 Fund | — | — | — | $291K | 2.0% | |
| The Vanguard Group Cash Reserves Federal MM Fund Admiral | — | — | — | $247K | 1.7% | |
| The Vanguard Group Target Retirement 2055 Fund | — | — | — | $222K | 1.5% | |
| American Funds EuroPacific Growth Fund; Class R-6 | — | — | — | $218K | 1.5% | |
| The Vanguard Group Target Retirement 2060 Fund | — | — | — | $202K | 1.4% | |
| American Century Small Cap Value Fund; R6 Class | — | — | — | $199K | 1.4% | |
| The Vanguard Group Target Retirement 2070 Fund ** 304 * The Vanguard Group Target Retirement Income Fund | — | — | — | $177K | 1.2% | |
| The Vanguard Group Total International Stock Index Fund Admiral | — | — | — | $143K | 1.0% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $143K | 1.0% | |
| The Vanguard Group Small-Cap Index Fund Admiral | — | — | — | $131K | 0.9% | |
| Principal SmallCap Growth Fund I; Class R6 | — | — | — | $98K | 0.7% | |
| The Vanguard Group Real Estate Index Fund Admiral | — | — | — | $76K | 0.5% | |
| The Vanguard Group Target Retirement 2065 Fund | — | — | — | $33K | 0.2% | |
| The Vanguard Group Total Bond Market Index Fund Inst'l | — | — | — | $6K | <0.1% |
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