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Original filing (PDF)20250916144633NAL0002070993001
MODERNIZING MEDICINE, INC.
Form 5500
FILING_RECEIVED
MODERNIZING MEDICINE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,615
Accounts w/ balance
1,582
Plan assets (EOY)
$114.8M
Net assets (EOY)
$114.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 54% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODERNIZING MEDICINE, INC..
Plan sponsor
Name
MODERNIZING MEDICINE, INC.
EIN
27-2070905
Address
4850 TREX AVENUE, SUITE 200 · BOCA RATON, FL · 33431
Phone
(561) 880-2998
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-16
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $142K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $35K | — |
Investments
31 direct securities· $114.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered investment company (1) | — | — | — | $18.5M | 16.1% | |
| Fidelity Contrafund K Registered investment company | — | — | — | $10.5M | 9.2% | |
| Vanguard Target Ret 2040 Registered investment company | — | — | — | $10.4M | 9.1% | |
| Vanguard Target Ret 2045 Registered investment company | — | — | — | $9.9M | 8.7% | |
| Vanguard Target Ret 2055 Registered investment company | — | — | — | $9.4M | 8.2% | |
| Vanguard Target Ret 2050 Registered investment company | — | — | — | $8.3M | 7.3% | |
| Vanguard Target Ret 2035 Registered investment company | — | — | — | $7.1M | 6.2% | |
| Fidelity Mid Cap Idx Registered investment company | — | — | — | $3.7M | 3.2% | |
| Vanguard Target Ret 2060 Registered investment company | — | — | — | $3.6M | 3.2% | |
| Vanguard Vmmr-Fed Mmkt Money market fund | — | — | — | $3.3M | 2.9% | |
| Vanguard Target Ret 2030 Registered investment company | — | — | — | $3.3M | 2.9% | |
| Pioneer Investments Bond K Registered investment company | — | — | — | $2.8M | 2.4% | |
| Vanguard Tot Intl Stk Ad Registered investment company | — | — | — | $2.4M | 2.1% | |
| Fidelity Sm Cap Idx Registered investment company | — | — | — | $2.2M | 1.9% | |
| MFS Value R6 Registered investment company | — | — | — | $2.0M | 1.8% | |
| Hartford Healthcare R6 Registered investment company | — | — | — | $2.0M | 1.7% | |
| per annum, and maturities through January 2035. - | — | — | — | $1.9M | 1.6% | |
| Vanguard Target Ret 2025 Registered investment company | — | — | — | $1.8M | 1.6% | |
| Goldman Sachs Em Mkt Eq Ins R6 Registered investment company | — | — | — | $1.6M | 1.4% | |
| PGIM High Yield R6 Registered investment company | — | — | — | $1.6M | 1.4% | |
| Vanguard Target Ret 2065 Registered investment company | — | — | — | $1.4M | 1.3% | |
| Allspring Spl Mid Cp Val R6 Registered investment company | — | — | — | $1.3M | 1.2% | |
| Goldman Sachs GQG Intl Opps R6 Registered investment company | — | — | — | $1.3M | 1.1% | |
| Dws R Real Estate R6 Registered investment company | — | — | — | $1.1M | 0.9% | |
| Baron Small Cap R6 Registered investment company | — | — | — | $929K | 0.8% | |
| Baird Mid Cap Inst Registered investment company | — | — | — | $746K | 0.7% | |
| Vanguard Target Ret 2020 Registered investment company | — | — | — | $535K | 0.5% | |
| Allspring Fargo Spl Sm Cap Val R6 Registered investment company | — | — | — | $470K | 0.4% | |
| Vanguard Target Ret Inc Registered investment company | — | — | — | $382K | 0.3% | |
| Vanguard Target Ret 2070 Registered investment company | — | — | — | $88K | <0.1% | |
| Voya Global Bond R6 Registered investment company | — | — | — | $11K | <0.1% |
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