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Original filing (PDF)20251014141728NAL0001487443001
MEDICAL TECHNOLOGY SOLUTIONS LLC
Form 5500
FILING_RECEIVED
MEDICAL TECHNOLOGY SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
267
Accounts w/ balance
231
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
72 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICAL TECHNOLOGY SOLUTIONS LLC.
Plan sponsor
Name
MEDICAL TECHNOLOGY SOLUTIONS LLC
EIN
26-3619381
Address
24307 MAGIC MOUNTAIN PKW #76 · VALENCIA, CA · 91355
Phone
(626) 486-9330
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPING FEES | $10K | — |
Investments
65 direct securities · 14 pooled funds· $36.4M(100% 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
$28.1M
65 holdings
Common Collective Trust
$8.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $5.3M | 34.4% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.6M | 23.0% | |
| MyCompass Ind Moderate 2045 Fd R Common Collective Trust | — | — | — | $3.0M | 19.0% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX MODERATE 2045 FUND - CLASS R CIT · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $3.0M | 19.0% | |
| MyCompass Ind Moderate 2045 Fd R Common Collective Trust | — | — | — | $2.9M | 18.6% | |
| MyCompass Ind Moderate 2035 Fd R Common Collective Trust | — | — | — | $2.6M | 17.0% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX MODERATE 2035 FUND - CLASS R CIT · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $2.5M | 16.1% | |
| MyCompass Ind Mod 2035 Fd R Common Collective Trust | — | — | — | $2.5M | 16.1% | |
| MyCompass Ind Conservative 2055 Fd Common Collective Trust 162 * MyCompass Ind Moderate Ret Fd R Common Collective Trust | — | — | — | $2.0M | 12.9% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX MODERATE RETIREMENT FUND - FEE CLASS R CIT · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $2.0M | 12.9% | |
| MyCompass Ind Moderate 2025 Fd R Common Collective Trust | — | — | — | $1.7M | 10.9% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $518K | 3.3% | |
| MyCompass Ind Moderate 2055 Fd R Common Collective Trust | — | — | — | $326K | 2.1% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX MODERATE 2055 FUND - CLASS R CIT · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $326K | 2.1% | |
| MyCompass Ind Aggressive 2045 Fd R Common Collective Trust | — | — | — | $252K | 1.6% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX AGGRESSIVE 2045 FUND - FEE CLASS R CIT · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $252K | 1.6% | |
| MyCompass Ind Moderate 2055 Fd R Common Collective Trust | — | — | — | $202K | 1.3% | |
| Fidelity International Idx Fd Mutual Fund | — | — | — | $186K | 1.2% | |
| Fidelity Intl Index Fnd Registered Investment Company | — | — | — | $186K | 1.2% | |
| Fidelity Mid Cap Index Fd Mutual Fund | — | — | — | $170K | 1.1% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $164K | 1.1% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $164K | 1.1% | |
| Vanguard Explorer Fund Adm Mutual Fund | — | — | — | $140K | 0.9% | |
| Vangrd Explorer Fund Adm Registered Investment Company | — | — | — | $140K | 0.9% | |
| Vanguard Total Bnd Mrkt Ind F Adm Mutual Fund | — | — | — | $111K | 0.7% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $111K | 0.7% | |
| Putnam Lrg Cp Val Fd - CI R6 Mutual Fund | — | — | — | $99K | 0.6% | |
| JPMorgan U.S. Equity Fund R6 Mutual Fund | — | — | — | $98K | 0.6% | |
| JPMorgan Lrg Cp Growth Fnd R6 Mutual Fund | — | — | — | $87K | 0.6% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $86K | 0.6% | |
| VY TRwPr Cap Apprec Port R6 Registered Investment Company | — | — | — | $82K | 0.5% | |
| VY TRowePrice Captl Apprec Pt R6 Mutual Fund | — | — | — | $82K | 0.5% | |
| Fidelity International Idx Fd Mutual Fund | — | — | — | $81K | 0.5% | |
| Janus Hndr Enterprise Fund N Registered Investment Company | — | — | — | $78K | 0.5% | |
| Vanguard Explorer Fund Adm Mutual Fund | — | — | — | $77K | 0.5% | |
| American Funds New World R6 Mutual Fund | — | — | — | $73K | 0.5% | |
| MyCompass Ind Aggressive 2035 Fd R Common Collective Trust | — | — | — | $72K | 0.5% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX AGGRESSIVE 2035 FUND - CLASS R CIT · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $72K | 0.5% | |
| Vanguard Total Bnd Mrkt Ind F Adm Mutual Fund | — | — | — | $71K | 0.5% | |
| Putnam Lrg Cp Val Fd - CI R6 Mutual Fund | — | — | — | $68K | 0.4% | |
| JPMorgan U.S. Equity Fund R6 Mutual Fund | — | — | — | $61K | 0.4% | |
| Voya Fixed Account (4450) Guaranteed Interest Contract | — | — | — | $56K | 0.4% | |
| Allspg Spec MdCp VI Fd R6 Mutual Fund | — | — | — | $55K | 0.4% | |
| American Funds New World R6 Mutual Fund | — | — | — | $51K | 0.3% | |
| Fidelity Sm Cp Ind Fund Mutual Fund | — | — | — | $42K | 0.3% | |
| Janus Hndrsn Enterprise Fund N Mutual Fund | — | — | — | $39K | 0.3% | |
| Allspg Spec MdCp VI Fd R6 Mutual Fund | — | — | — | $35K | 0.2% | |
| Fidelity Mid Cap Index Fd Mutual Fund | — | — | — | $34K | 0.2% | |
| MyCompass Ind Aggressive 2055 Fd R Common Collective Trust | — | — | — | $33K | 0.2% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX AGGRESSIVE 2055 FUND - CLASS R CIT · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $33K | 0.2% | |
| MyCompass Ind Aggressive 2035 Fd R Common Collective Trust | — | — | — | $32K | 0.2% | |
| MyCompass Ind Moderate 2065 Fd R Common Collective Trust | — | — | — | $30K | 0.2% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX MODERATE 2065 FUND - FEE CLASS R CIT · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $30K | 0.2% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $30K | 0.2% | |
| DFA U.S. Targeted Value Port Inst Mutual Fund | — | — | — | $29K | 0.2% | |
| Fidelity Adv Ttl Bnd Fd Z Registered Investment Company | — | — | — | $25K | 0.2% | |
| MyCompass Ind Conservative 2035 Fd Common Collective Trust | — | — | — | $17K | 0.1% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX CONSERVATIVE 2035 FUND - FEE CLASS R CIT · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $17K | 0.1% | |
| MyCompass Ind Conservative Ret Fd Common Collective Trust | — | — | — | $16K | 0.1% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX CONSERVATIVE RETIREMENT FD - FEE CLASS R CIT · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $16K | 0.1% | |
| Cohen & Steers Instit Realty Shares Mutual Fund | — | — | — | $16K | <0.1% | |
| Voya Fixed Account (4450) Guaranteed Interest Contract | — | — | — | $15K | <0.1% | |
| PIMCO Income Fund Inst Mutual Fund | — | — | — | $14K | <0.1% | |
| DFA U.S. Targeted Value Port Inst Mutual Fund | — | — | — | $14K | <0.1% | |
| MyCompass Ind Aggressive 2055 Fd R Common Collective Trust | — | — | — | $13K | <0.1% | |
| MyCompass Ind Conservative 2045 Fd Common Collective Trust | — | — | — | $11K | <0.1% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX CONSERVATIVE 2045 FUND - FEE CLASS R CIT · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $11K | <0.1% | |
| Fidelity Adv Total Bond Fund Z Mutual Fund | — | — | — | $10K | <0.1% | |
| Cohen & Steers Instit Realty Shares Mutual Fund | — | — | — | $10K | <0.1% | |
| Fidelity Sm Cp Ind Fund Mutual Fund | — | — | — | $10K | <0.1% | |
| MyCompass Ind Moderate 2065 Fd R Common Collective Trust | — | — | — | $9K | <0.1% | |
| MyCompass Ind Aggressive 2065 Fd R Common Collective Trust | — | — | — | $8K | <0.1% | |
| GREAT GRAY TRUST COMPANY, LLC MYCOMPASS INDEX AGGRESSIVE 2065 FUND - FEE CLASS R CIT · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $8K | <0.1% | |
| VY TRowePrice Captl Apprec Pt R6 Mutual Fund | — | — | — | $6K | <0.1% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) Mutual Fund | — | — | — | $5K | <0.1% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) Mutual Fund | — | — | — | $4K | <0.1% | |
| MyCompass Ind Aggressive Ret Fd R Common Collective Trust | — | — | — | $1K | <0.1% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX AGGRESSIVE RETIREMENT FUND - FEE CLASS R CIT · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $1K | <0.1% | |
| WILMINGTON TRUST, N.A. MYCOMPASS INDEX CONSERVATIVE 2055 FUND - FEE CLASS R CIT · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $162 | <0.1% |
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