Back to filter
Original filing (PDF)20250714161733NAL0000820051001
MEDONE, L.C.
Form 5500-SF
FILING_RECEIVED
MEDONE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
106
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDONE, L.C..
Plan sponsor
Name
MEDONE, L.C.
EIN
26-1769761
Address
1590 UNIVERSITY AVENUE, · DUBUQUE, IA · 52001
Phone
(563) 588-8748
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
2025-07-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
AMERICAN ACADEMY OF FORENSIC SCIENCES
AMERICAN ACADEMY OF FORENSIC SCIENCES RETIREMENT PLAN
$4.1M · 17 participants
SIOUX SURGICAL
SIOUX SURGICAL 401(K) PROFIT SHARING PLAN AND TRUST
$4.1M · 61 participants
FTDI
FTDI 401(K) PROFIT SHARING PLAN & TRUST
$4.1M · 203 participants
NEPTUNOMEDIA, INC.
NEPTUNOMEDIA RETIREMENT PLAN
$4.1M · 79 participants
SPARKLEHORSE LLC
SPARKLEHORSE LLC 401(K) PROFIT SHARING PLAN AND TRUST
$4.1M · 18 participants
INTERCONTINENTAL ENERGY CORPORATION
INTERCONTINENTAL ENERGY CORPORATION 401(K) PLAN FOR NON HIGHLY COMPENSATED EMPLOYEES AND TRUST
$4.1M · 3 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B