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Original filing (PDF)20251014110415NAL0001258547001
MEDLOGIX, LLC
Form 5500
FILING_RECEIVED
MEDLOGIX 401(K) PLAN
401(k) retirement plan
Active participants
319
Accounts w/ balance
350
Plan assets (EOY)
$27.7M
Net assets (EOY)
$27.7M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDLOGIX, LLC.
Plan sponsor
Name
MEDLOGIX, LLC
EIN
23-2649288
Address
TOWAMENCIN CORPORATE CENTER · 1555 BUSTARD RD., SUITE 100 · LANSDALE, PA · 19446
Phone
(215) 997-2350
Industry
All Other Professional Services· 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
2025-10-14
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $0 | — |
Investments
38 direct securities · 1 pooled fund· $27.7M(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
$27.2M
38 holdings
Common Collective Trust
$556K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2030 Fund - Class A | — | — | — | $5.5M | 19.9% | |
| Fidelity Advisor Freedom 2035 Fund - Class A | — | — | — | $3.8M | 13.8% | |
| Fidelity Advisor Freedom 2040 Fund - Class A | — | — | — | $3.2M | 11.7% | |
| Fidelity Advisor Freedom 2025 Fund - Class A | — | — | — | $2.4M | 8.6% | |
| MFS Growth Fund Class R3 | — | — | — | $2.3M | 8.2% | |
| Fidelity Advisor Freedom 2045 Fund - Class A | — | — | — | $1.4M | 5.1% | |
| Fidelity Advisor Freedom 2020 Fund - Class A | — | — | — | $1.4M | 4.9% | |
| Invesco S&P 500 Index A | — | — | — | $983K | 3.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $556K | 2.0% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class A | — | — | — | $549K | 2.0% | |
| Hartford Core Equity Fund Class R4 | — | — | — | $518K | 1.9% | |
| Fidelity Advisor Freedom 2050 Fund - Class A | — | — | — | $506K | 1.8% | |
| Fidelity Advisor Freedom 2055 Fund - Class A | — | — | — | $470K | 1.7% | |
| Invesco Comstock Fund Class A | — | — | — | $434K | 1.6% | |
| Notes receivable from participants | — | — | — | $366K | 1.3% | |
| American Funds Washington Mutual R3 | — | — | — | $345K | 1.2% | |
| Fidelity Advisor Freedom 2060 Fund - Class A | — | — | — | $329K | 1.2% | |
| Federated Hermes Opportunistic High Yield Bond Fund Service Shares | — | — | — | $268K | 1.0% | |
| Federated Hermes MDT Small Cap Core Fund Class A | — | — | — | $262K | 0.9% | |
| Fidelity Advisor Small Cap Growth - Class A | — | — | — | $260K | 0.9% | |
| Fidelity Advisor Freedom 2015 Fund - Class A | — | — | — | $218K | 0.8% | |
| Janus Henderson Balanced Fund Class S | — | — | — | $216K | 0.8% | |
| Morgan Stanley Instl Fund, Inc. Global Opportunity Portfolio Class A | — | — | — | $212K | 0.8% | |
| PIMCO Income Fund Class A | — | — | — | $197K | 0.7% | |
| Fidelity Advisor Freedom 2010 Fund - Class A | — | — | — | $165K | 0.6% | |
| Janus Henderson Enterprise S | — | — | — | $126K | 0.5% | |
| Invesco Gold & Special Minerals Fund Class A | — | — | — | $99K | 0.4% | |
| Invesco Developing Markets Fund Class A | — | — | — | $97K | 0.4% | |
| Lord Abbett Short Duration Income Fund Class A | — | — | — | $89K | 0.3% | |
| BNY Mellon Global Fixed Income Fund Class A | — | — | — | $88K | 0.3% | |
| Fidelity Advisor Freedom Income Fund - Class A | — | — | — | $73K | 0.3% | |
| DWS Small Cap Core Fund - Class S | — | — | — | $69K | 0.3% | |
| Eaton Vance Short Dur Infl-Prot Inc A | — | — | — | $64K | 0.2% | |
| Dodge & Cox Global Stock Fund Class I | — | — | — | $62K | 0.2% | |
| Fidelity Advisor Freedom 2065 Fund - Class A | — | — | — | $46K | 0.2% | |
| Goldman Sachs U.S. Equity Insights Fund Class A | — | — | — | $21K | <0.1% | |
| American Funds Capital Income Builder R4 | — | — | — | $18K | <0.1% | |
| Franklin Convertible Securities Fund Class A | — | — | — | $17K | <0.1% | |
| Virtus Duff & Phelps Global Real Estate Securities Fund Class A | — | — | — | $509 | <0.1% |