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Original filing (PDF)20251015123505NAL0006268960001
MID-AMERICA TRANSPLANT SERVICES
Form 5500
FILING_RECEIVED
MID-AMERICA TRANSPLANT SERVICES SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
260
Accounts w/ balance
323
Plan assets (EOY)
$38.7M
Net assets (EOY)
$38.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Wellington Adm" is 30% of plan.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID-AMERICA TRANSPLANT SERVICES.
Plan sponsor
Name
MID-AMERICA TRANSPLANT SERVICES
EIN
23-7426306
Address
1110 HIGHLANDS PLAZA DRIVE EAST · SUITE 100 · ST. LOUIS, MO · 63110
Phone
(314) 735-8366
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
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $250 | — |
Investments
32 direct securities · 2 pooled funds· $38.4M(99% 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
$37.3M
32 holdings
Common Collective Trust
$1.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellington Adm | — | — | — | $11.1M | 28.6% | |
| Fidelity 500 Index Fund | — | — | — | $3.9M | 10.0% | |
| Vanguard Interm Term Bond Index Adm | — | — | — | $2.2M | 5.6% | |
| American Funds American Funds American Mutual R6 | — | — | — | $2.1M | 5.5% | |
| Vanguard Growth Index Adm | — | — | — | $1.9M | 4.8% | |
| MFS Growth R6 | — | — | — | $1.7M | 4.5% | |
| Vanguard Value Index Adm | — | — | — | $1.4M | 3.6% | |
| Vanguard Mid Cap Index Adm | — | — | — | $1.3M | 3.3% | |
| Fidelity Total Bond K6 | — | — | — | $1.2M | 3.2% | |
| Wells Fargo Galliard Stable Return M | — | — | — | $1.1M | 2.9% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| Fidelity International Index | — | — | — | $1.1M | 2.8% | |
| PIMCO Real Return Instl | — | — | — | $963K | 2.5% | |
| American Funds American Funds New Perspective R6 | — | — | — | $903K | 2.3% | |
| American Funds American Funds New World | — | — | — | $893K | 2.3% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $839K | 2.2% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $752K | 1.9% | |
| Columbia Small Cap Index Z | — | — | — | $742K | 1.9% | |
| Dimensional DFA US Targeted Value I | — | — | — | $669K | 1.7% | |
| Vanguard REIT Index Adm | — | — | — | $621K | 1.6% | |
| Vanguard Small Cap Growth Index Adm | — | — | — | $563K | 1.5% | |
| Vanguard Short Term Bond Index Adm | — | — | — | $494K | 1.3% | |
| Vanguard Explorer Adm | — | — | — | $452K | 1.2% | |
| 3.25% to 8.75%; maturing through 2029 | — | — | — | $325K | 0.8% | |
| American Funds American Funds Target Date 2055 R6 | — | — | — | $11K | <0.1% | |
| American Funds American Funds Target Date 2050 R6 | — | — | — | $10K | <0.1% | |
| Vanguard Wellesley Income Adm | — | — | — | $9K | <0.1% | |
| American Funds American Funds Target Date 2045 R6 | — | — | — | $9K | <0.1% | |
| American Funds American Funds Target Date 2060 R6 | — | — | — | $9K | <0.1% | |
| American Funds American Funds Target Date 2035 R6 | — | — | — | $8K | <0.1% | |
| American Funds American Funds Target Date 2040 R6 | — | — | — | $7K | <0.1% | |
| American Funds American Funds Target Date 2065 R6 | — | — | — | $2K | <0.1% | |
| American Funds American Funds Target Date 2030 R6 | — | — | — | $2K | <0.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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