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Original filing (PDF)20251011115643NAL0014263568001
MEDRISK, LLC
Form 5500
FILING_RECEIVED
MEDRISK LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,197
Accounts w/ balance
1,064
Plan assets (EOY)
$51.8M
Net assets (EOY)
$51.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — 138% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDRISK, LLC.
Plan sponsor
Name
MEDRISK, LLC
EIN
23-2788593
Address
2701 RENAISSANCE BLVD. · SUITE 200 · KING OF PRUSSIA, PA · 194060970
Phone
(610) 768-5812
Industry
Admin Support & Waste Mgmtsee 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
2025-10-11
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
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 | $140K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALLEY FORGE INVESTMENT | 23-2748550 | — | ADVISOR | $57K | — |
Investments
28 direct securities · 1 pooled fund· $50.3M(97% 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
$49.2M
28 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Mutual Fund (1) | — | — | — | $7.4M | 14.2% | |
| Vanguard Target Retirement 2035 Mutual Fund (1) | — | — | — | $5.9M | 11.5% | |
| Vanguard Target Retirement 2030 Mutual Fund (1) | — | — | — | $5.4M | 10.4% | |
| Fidelity 500 Index Fund Mutual Fund (1) | — | — | — | $4.3M | 8.3% | |
| Vanguard Target Retirement 2055 Mutual Fund (1) | — | — | — | $3.6M | 7.0% | |
| Vanguard Target Retirement 2050 Mutual Fund (1) | — | — | — | $3.4M | 6.6% | |
| Vanguard Growth Index Admiral Mutual Fund (1) | — | — | — | $2.8M | 5.4% | |
| Vanguard Target Retirement 2045 Mutual Fund (1) | — | — | — | $2.3M | 4.5% | |
| Vanguard Target Retirement 2025 Mutual Fund (1) | — | — | — | $1.9M | 3.6% | |
| Vanguard Target Retirement 2060 Mutual Fund (1) | — | — | — | $1.8M | 3.5% | |
| Vanguard Balanced Index Admiral Mutual Fund (1) | — | — | — | $1.8M | 3.5% | |
| DFA US Large-Cap Value Portfolio Institutional Class Mutual Fund (1) | — | — | — | $1.7M | 3.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| Vanguard Total International Stock Index Admiral Mutual Fund (1) | — | — | — | $820K | 1.6% | |
| DFA International Core Equity 2 Portfolio Institutional Class Mutual Fund (1) | — | — | — | $696K | 1.3% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund (1) | — | — | — | $662K | 1.3% | |
| Vanguard Small-Cap Value Index Mutual Fund (1) | — | — | — | $568K | 1.1% | |
| Vanguard Selected Value Mutual Fund (1) | — | — | — | $561K | 1.1% | |
| Vanguard Small-Cap Index Admiral Mutual Fund (1) | — | — | — | $552K | 1.1% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund (1) | — | — | — | $541K | 1.0% | |
| Vanguard Small-Cap Growth Index Admiral Mutual Fund (1) | — | — | — | $509K | 1.0% | |
| Vanguard Target Retirement 2020 Mutual Fund (1) | — | — | — | $364K | 0.7% | |
| American Funds New World R6 Mutual Fund (1) | — | — | — | $354K | 0.7% | |
| Vanguard Target Retirement 2065 Mutual Fund (1) | — | — | — | $309K | 0.6% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund (1) | — | — | — | $263K | 0.5% | |
| Vanguard Intermediate-Term Treasury Index Admiral Mutual Fund (1) | — | — | — | $216K | 0.4% | |
| Federated Hermes Institutional High Yield Bond Fund Mutual Fund (1) | — | — | — | $202K | 0.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund (1) | — | — | — | $130K | 0.3% | |
| Vanguard Target Retirement 2070 Mutual Fund (1) | — | — | — | $17K | <0.1% |
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