How big is Medcare South, LLC's plan?

Medcare South, LLC's plan reported $15.4M in assets and 166 participants for 2024.

Original filing (PDF)20251014084620NAL0003408048001

Medcare South, LLC

Name: Medcare South, LLC — Medcare South 401(k) Plan, Form 5500 (2024)
Creator: Medcare South, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Medcare South 401(k) Plan

401(k) retirement plan · Medcare South, LLC's Medcare South 401(k) Plan held $15.4M in plan assets for 166 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

18% employer stockCorrective distributions issued

Active participants

166

Accounts w/ balance

310

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

People on this filing

Mark Stockslager signed Medcare South, LLC's 2024 Form 5500 as plan administrator.

Mark Stockslager — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Medcare South, LLC's EIN is 20-1353960.

EIN 20-1353960

Plan number 001

Plan year 2024

ACK ID 20251014084620NAL0003408048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Medcare South, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Medcare South, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDCARE SOUTH, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (9th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

MEDCARE SOUTH, LLC

EIN

all filings

Address

900 CIRCLE 75 PARKWAY · SUITE 690 · ATLANTA, GA · 30339

Phone

(770) 933-7063

Industry

Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$57K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSIONMARK FINANCIAL GROUP	61-1758632	—	INVESTMENT ADVISOR	$38K	—

Investments

28 direct securities · 1 pooled fund· $14.2M(92% 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

$10.7M

22 holdings

Common Stocks

$1.6M

1 holding

Common Collective Trust

$1.2M

1 holding

Mutual Funds

$503K

3 holdings

Cash / Money Market

$81K

1 holding

Bonds / Notes

$45K

1 holding

					% of plan
Transamerica Capital, Inc. Transamerica Stock Index R	Common Stocks	—	—	$1.6M	10.2%
T. Rowe Price T. Rowe Price Retrmnt 2025 R	Other securities	—	—	$1.4M	9.2%
TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001	Common Collective Trust	—	—	$1.2M	8.1%
JPMorgan Lg Cap Gr R2	Other securities	—	—	$1.2M	7.8%
MassMutual MassMtl Small Cap Gr Eq R5	Other securities	—	—	$1.1M	7.0%
T. Rowe Price T. Rowe Price Retrmnt 2030 R	Other securities	—	—	$1.0M	6.7%
T. Rowe Price T. Rowe Price Retrmnt 2035 R	Other securities	—	—	$923K	6.0%
Victory Sycamore Est Val A	Other securities	—	—	$770K	5.0%
Blackrock Eq Dividend Inv A	Other securities	—	—	$748K	4.9%
T. Rowe Price T. Rowe Price Retrmnt 2040 R	Other securities	—	—	$646K	4.2%
Blackrock Inf Protected Bd Inv A	Other securities	—	—	$545K	3.5%
Pioneer Bd R	Other securities	—	—	$517K	3.4%
T. Rowe Price T. Rowe Price Retrmnt 2045 R	Other securities	—	—	$447K	2.9%
American Funds American Funds EuroPacific Gr R3	Mutual Funds	—	—	$297K	1.9%
T. Rowe Price T. Rowe Price Retrmnt 2055 R	Other securities	—	—	$221K	1.4%
T. Rowe Price T. Rowe Price Retrmnt 2050 R	Other securities	—	—	$210K	1.4%
MFS Intl Diversification R4	Mutual Funds	—	—	$182K	1.2%
T. Rowe Price T. Rowe Price Retrmnt Balanced R	Other securities	—	—	$180K	1.2%
T. Rowe Price T. Rowe Price Retrmnt 2020 R	Other securities	—	—	$178K	1.2%
Federated Hermes Opp HY Bd Svc	Other securities	—	—	$171K	1.1%
Columbia Small Cap Value II S	Other securities	—	—	$169K	1.1%
American Century American Century Capital Prsvn Inv	Other securities	—	—	$147K	1.0%
T. Rowe Price T. Rowe Price Retrmnt 2010 R	Other securities	—	—	$112K	0.7%
State Street Bank & Trust Co. Cash Reserve Account	Cash / Money Market	—	—	$81K	0.5%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$45K	0.3%
T. Rowe Price T. Rowe Price Retrmnt 2015 R	Other securities	—	—	$35K	0.2%
PIMCO Real Est Real urn Strategy A	Mutual Funds	—	—	$25K	0.2%
Prudential PGIM Glbl Total Return A	Other securities	—	—	$10K	<0.1%
T. Rowe Price T. Rowe Price Retrmnt 2005 R	Other securities	—	—	$5K	<0.1%