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Original filing (PDF)20251013103507NAL0000486403001
MEADVILLE MEDICAL CENTER
Form 5500
FILING_RECEIVED
INCENTIVE SAVINGS PLAN FOR EMPLOYEES OF MEADVILLE MEDICAL CENTER
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,839
Accounts w/ balance
1,479
Plan assets (EOY)
$167.9M
Net assets (EOY)
$167.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 51% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEADVILLE MEDICAL CENTER.
Plan sponsor
Name
MEADVILLE MEDICAL CENTER
EIN
25-1512436
Address
751 LIBERTY STREET · MEADVILLE, PA · 16335
Phone
(814) 333-5466
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MCGILL POWER BELL & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $82K | — |
| CAMBRIDGE INV. RESEARCH ADV., INC. | — | FAIRFIELD, IA | NONE | $67K | — |
| VALIC RETIREMENT SERVIES COMPANY | 51-0396365 | — | NONE | $55K | — |
| FELTZ WEALTH PLAN | — | OMAHA, NE | NONE | $50K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.