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Original filing (PDF)20251014110347NAL0002590865001
MED-METRIX LLC
Form 5500
FILING_RECEIVED
MED-METRIX 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,088
Accounts w/ balance
2,197
Plan assets (EOY)
$74.9M
Net assets (EOY)
$74.9M
How this plan invests
This plan
19 pooled trusts
Schedule D
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 178% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MED-METRIX LLC.
Plan sponsor
Name
MED-METRIX LLC
EIN
27-3479401
Address
9 ENTIN ROAD · 3RD FLOOR · PARSIPPANY, NJ · 070545000
Phone
(201) 549-8651
Industry
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
2025-10-14
Pension benefit codes
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
GRASSI & CO., CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $333K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
46 direct securities · 19 pooled funds· $112.4M(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.
Common Collective Trust
$59.6M
14 holdings
Uncategorized
$51.6M
46 holdings
Pooled Separate Account
$1.2M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTMT 2020 I FD | — | — | $0 | $11.8M | 15.8% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $11.8M | 15.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $10.5M | 14.1% | |
| T. ROWE PRICE RTMT 2015 I FD | — | — | $0 | $10.5M | 14.1% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $8.5M | 11.4% | |
| T. ROWE PRICE RTMT BAL I FUND | — | — | $0 | $8.5M | 11.4% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $6.5M | 8.7% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $5.6M | 7.5% | |
| T. ROWE PRICE RTMT 2005 I FD | — | — | $0 | $5.4M | 7.2% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.4M | 7.2% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $3.8M | 5.0% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $3.6M | 4.8% | |
| T. ROWE PRICE RTMT 2010 I FD | — | — | $0 | $2.6M | 3.5% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $1.7M | 2.3% | |
| Participant Loans | — | — | $0 | $1.4M | 1.8% | |
| T. ROWE PRICE RTMT 2065 I FD | — | — | $0 | $1.2M | 1.6% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $1.1M | 1.5% | |
| Nuveen Real Estate Sec Sel R6 | — | — | $0 | $961K | 1.3% | |
| T. ROWE PRICE RTMT 2045 I FD | — | — | $0 | $878K | 1.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $852K | 1.1% | |
| Prin Core Fix Inc Sep Acct-Z | — | — | $0 | $852K | 1.1% | |
| Hartford Intl Opp R6 Fund | — | — | $0 | $668K | 0.9% | |
| Fidelity Total Market Index Fd | — | — | $0 | $647K | 0.9% | |
| Prin Blue Chip SA-Z | — | — | $0 | $598K | 0.8% | |
| American Funds NewWorld R6 | — | — | $0 | $540K | 0.7% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $482K | 0.6% | |
| DFA US Sust Cr 1 Fd | — | — | $0 | $412K | 0.6% | |
| iShs Russ Md-Cp Index K Fund | — | — | $0 | $354K | 0.5% | |
| Invesco Core Plus Bond R6 Fd | — | — | $0 | $339K | 0.5% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $316K | 0.4% | |
| Hartford Strat Income R6 Fund | — | — | $0 | $303K | 0.4% | |
| Fidelity Mid Cap Val Idx Fd | — | — | $0 | $298K | 0.4% | |
| Schwab Small Cap Index Fund | — | — | $0 | $284K | 0.4% | |
| Invesco Small Cap Value R6 Fd | — | — | $0 | $269K | 0.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $267K | 0.4% | |
| T. ROWE PRICE RTMT 2055 I FD | — | — | $0 | $241K | 0.3% | |
| T. ROWE PRICE RTMT 2060 I FD | — | — | $0 | $220K | 0.3% | |
| PRINCIPAL MID-CAP EQ FD TIER I | — | — | $0 | $199K | 0.3% | |
| BlackRock Infl Pro Bd K Fd | — | — | $0 | $197K | 0.3% | |
| American Funds NewPrsp R6 Fnd | — | — | $0 | $190K | 0.3% | |
| T. ROWE PRICE RTMT 2050 I FD | — | — | $0 | $179K | 0.2% | |
| Nuveen Large Cap Val Index R6 | — | — | $0 | $174K | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $0 | $144K | 0.2% | |
| T. ROWE PRICE RTMT 2040 I FD | — | — | $0 | $139K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $139K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z | — | — | $0 | $139K | 0.2% | |
| Calvert US LC Cr Rsp Idx R6 Fd | — | — | $0 | $112K | 0.1% | |
| Fid Adv High Inc Advant Z Fund | — | — | $0 | $108K | 0.1% | |
| Schwab S&P 500 Index Fund | — | — | $0 | $106K | 0.1% | |
| PRINCIPAL MID-CAP EQ FD TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $106K | 0.1% | |
| Prin LifeTime Hyb 2030 CIT U | — | — | $0 | $93K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $93K | 0.1% | |
| Nuveen Large Cap Gr Indx R6 | — | — | $0 | $91K | 0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $91K | 0.1% | |
| Prin LifeTime Hyb 2070 CIT U | — | — | $0 | $82K | 0.1% | |
| T. ROWE PRICE RTMT 2025 I FD | — | — | $0 | $60K | <0.1% | |
| T. ROWE PRICE RTMT 2030 I FD | — | — | $0 | $50K | <0.1% | |
| iShares MSCI EAFE Int Idx K Fd | — | — | $0 | $33K | <0.1% | |
| T. ROWE PRICE RTMT 2035 I FD | — | — | $0 | $20K | <0.1% | |
| Principal Guaranteed Option | — | — | $0 | $11K | <0.1% | |
| Prin LifeTime HB 2035 CIT U | — | — | $0 | $7K | <0.1% | |
| Lord Abbett Dev Growth R6 Fund | — | — | $0 | $4K | <0.1% | |
| Prin LifeTime HB 2045 CIT U | — | — | $0 | $4K | <0.1% | |
| Prin LifeTime HB 2040 CIT U | — | — | $0 | $4K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% |