How big is Bloomington Medical Services, LLC's plan?

Bloomington Medical Services, LLC's plan reported $13.3M in assets and 174 participants for 2024.

Original filing (PDF)20251014071526NAL0001066547001

Bloomington Medical Services, LLC

Name: Bloomington Medical Services, LLC — Bloomington, Form 5500 (2024)
Creator: Bloomington Medical Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bloomington Medical Services, LLC 401(k) Plan

401(k) retirement plan · Bloomington Medical Services, LLC's Bloomington Medical Services, LLC 401(k) Plan held $13.3M in plan assets for 174 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

174

Accounts w/ balance

232

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

Plan identifiers

Bloomington Medical Services, LLC's EIN is 26-1803679.

EIN 26-1803679

Plan number 001

Plan year 2024

ACK ID 20251014071526NAL0001066547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bloomington Medical Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bloomington Medical Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLOOMINGTON MEDICAL SERVICES, LLC.

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How this plan invests

This plan

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 66K (4% of contributions).
Total administrative cost in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

BLOOMINGTON MEDICAL SERVICES, LLC

EIN

all filings

Address

1761 BEALL AVENUE · WOOSTER, OH · 44691

Phone

(330) 263-8168

Industry

Offices of Physicians· Health Care & Social Assistance

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

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)

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
JULY BUSINESS SERVICES, LLC	74-2715820	WACO, TX	NONE	$33K	—
WHITAKER MYERS WEALTH MANAGERS, LTD	—	WOOSTER, OH	NONE	$30K	—

Investments

49 direct securities· $12.5M(94% of reported assets)

Common Collective Trusts

$6.0M

13 holdings

Mutual Funds

$4.3M

19 holdings

Other securities

$2.2M

17 holdings

					% of plan
Vanguard Growth Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$1.2M	9.4%
Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$825K	6.2%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$746K	5.6%
Vanguard Energy Fund Admiral Shares Mutual Fund N/A 2 Vanguard Equity-Income Fund Admiral Shares Mutual Fund N/A	Mutual Funds	—	—	$721K	5.4%
DFA Global Allocation 60/40 Portfolio Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$672K	5.1%
Vanguard 500 Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$670K	5.1%
DFA Global Equity Portfolio Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$663K	5.0%
Fidelity Total Bond Fund Mutual Fund N/A	Mutual Funds	—	—	$586K	4.4%
American Funds The Growth Fund of America Class R-6 Mutual Fund N/A	Mutual Funds	—	—	$513K	3.9%
Vanguard Information Technology Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$511K	3.9%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$490K	3.7%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$448K	3.4%
Schwab Fundamental International Small Compay Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$319K	2.4%
T. Rowe Price Equity Income Fund Mutual Fund N/A	Other securities	—	—	$318K	2.4%
T. Rowe Price Retirement 2040 Fund Mutual Fund N/A 326 T. Rowe Price Retirement 2025 Fund Mutual Fund N/A	Other securities	—	—	$241K	1.8%
Vanguard Value Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$240K	1.8%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$234K	1.8%
T. Rowe Price Spectrum Income Fund Mutual Fund N/A	Other securities	—	—	$214K	1.6%
Thornburg Developing World Fund Class R6 Mutual Fund N/A	Other securities	—	—	$206K	1.6%
T. Rowe Price Health Sciences Fund Mutual Fund N/A	Other securities	—	—	$206K	1.6%
T. Rowe Price Retirement 2055 Fund Mutual Fund N/A	Other securities	—	—	$202K	1.5%
American Funds Fundamental Investors Class R-6 Mutual Fund N/A	Mutual Funds	—	—	$199K	1.5%
T. Rowe Price Retirement 2035 Fund Mutual Fund N/A	Other securities	—	—	$198K	1.5%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares Mutual Fund N/A	Mutual Funds	—	—	$190K	1.4%
John Hancock Funds International Growth Fund Class R6 Mutual Fund N/A	Other securities	—	—	$189K	1.4%
DFA Global Allocation 25/75 Portfolio Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$156K	1.2%
American Funds EuroPacific Growth Fund Class R-6 Mutual Fund N/A	Mutual Funds	—	—	$156K	1.2%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$154K	1.2%
Fidelity Select Technology Mutual Fund N/A	Mutual Funds	—	—	$126K	1.0%
Vanguard Financials Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$99K	0.7%
T. Rowe Price Retirement 2045 Fund Mutual Fund N/A	Other securities	—	—	$97K	0.7%
Vanguard High-Yield Corporate Fund Admiral Shares Mutual Fund N/A	Mutual Funds	—	—	$83K	0.6%
John Hancock Funds Disciplined Value Fund Class R6 Mutual Fund N/A	Other securities	—	—	$78K	0.6%
JPMorgan U.S. Equity Fund Class R6 Mutual Fund N/A	Other securities	—	—	$77K	0.6%
DFA U.S. Small Cap Value Portfolio Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$75K	0.6%
Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$60K	0.5%
Amana Mutual Funds Trust Growth Fund Institutional Mutual Fund N/A	Other securities	—	—	$51K	0.4%
T. Rowe Price Retirement 2050 Fund Mutual Fund N/A	Other securities	—	—	$45K	0.3%
DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$38K	0.3%
Invesco Global Fund Class R6 Mutual Fund N/A	Mutual Funds	—	—	$38K	0.3%
PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional Class Mutual Fund N/A 82 PIMCO Real Return Fund Institutional Class Mutual Fund N/A	Mutual Funds	—	—	$34K	0.3%
Vanguard Core Bond Fund Admiral Shares Mutual Fund N/A 1 T. Rowe Price Retirement 2060 Fund Mutual Fund N/A	Mutual Funds	—	—	$30K	0.2%
T. Rowe Price Target 2065 Fund Mutual Fund N/A	Other securities	—	—	$24K	0.2%
Invesco Small Cap Growth Fund Class R6 Mutual Fund N/A	Mutual Funds	—	—	$19K	0.1%
Royce Small-Cap Opportunity Fund Institutional Mutual Fund N/A	Other securities	—	—	$15K	0.1%
Vanguard Strategic Equity Fund Investor Shares Mutual Fund N/A	Mutual Funds	—	—	$10K	<0.1%
T. Rowe Price Retirement 2030 Fund Mutual Fund N/A	Other securities	—	—	$7K	<0.1%
JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund N/A	Other securities	—	—	$6K	<0.1%
Invesco EQV International Equity Fund Class R6 Mutual Fund N/A	Mutual Funds	—	—	$4K	<0.1%