Back to filter
Original filing (PDF)20250729124210NAL0003858992001
MEDVANTX, INC.
Form 5500
FILING_RECEIVED
MEDVANTX 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
228
Accounts w/ balance
233
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
19 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDVANTX, INC..
Plan sponsor
Name
MEDVANTX, INC.
EIN
33-0888232
Address
12680 HIGH BLUFF DRIVE · UNIT 150 · SAN DIEGO, CA · 92130
Phone
(605) 215-0670
Industry
Wholesale Tradesee all
Plan administrator
Name
COMPASS 360
EIN
81-1939215
City
US STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER TRUST COMPANY, LLC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN BROKER-DEALER HOLDINGS | — | NEW YORK, NY | INVESTMENT ADVISOR | $27K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS RETIREMENT CONSULTING GROUP | — | STRATHAM, NH | CONTRACT ADMIN | $5K | — |
| COMPASS 360 | — | STRATHAM, NH | CONTRACT ADMIN | $1K | — |
Investments
18 direct securities · 1 pooled fund· $8.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.0M
18 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company BlackRock LifePath Index 2045 | — | — | — | $1.5M | 18.4% | |
| Empower Annuity Insurance Company BlackRock LifePath Index 2050 | — | — | — | $1.4M | 17.1% | |
| Empower Annuity Insurance Company Fidelity 500 Index | — | — | — | $1.1M | 13.9% | |
| Empower Annuity Insurance Company BlackRock LifePath Index 2035 | — | — | — | $747K | 9.3% | |
| Empower Annuity Insurance Company BlackRock LifePath Index 2040 | — | — | — | $717K | 9.0% | |
| Empower Annuity Insurance Company BlackRock LifePath Index 2055 | — | — | — | $654K | 8.2% | |
| Empower Annuity Insurance Company BlackRock LifePath Index 2060 | — | — | — | $440K | 5.5% | |
| Empower Annuity Insurance Company BlackRock LifePath Index 2030 | — | — | — | $386K | 4.8% | |
| Empower Annuity Insurance Company Fidelity Mid Cap Index | — | — | — | $259K | 3.2% | |
| Empower Annuity Insurance Company Fidelity Small Cap Index | — | — | — | $240K | 3.0% | |
| Empower Annuity Insurance Company BlackRock LifePath Index Retirement | — | — | — | $148K | 1.8% | |
| Empower Annuity Insurance Company Fidelity International Index | — | — | — | $142K | 1.8% | |
| Empower Annuity Insurance Company BlackRock LifePath Index 2065 | — | — | — | $107K | 1.3% | |
| Participant loans Notes receivable from participants, maturing through December 2029, and bear interest rates from 4.25% to 10.50% | — | — | — | $88K | 1.1% | |
| Empower Annuity Insurance Company Fidelity Emerging Markets Index | — | — | — | $68K | 0.8% | |
| EI FIXED ACCOUNT - SERIES CLASS I Fixed Annuities | — | — | — | $28K | 0.4% | |
| Empower Annuity Insurance Company Fidelity US Bond Index | — | — | — | $20K | 0.2% | |
| Empower Annuity Insurance Company Fidelity Inflation Protected Bond Index | — | — | — | $7K | <0.1% | |
| EI FIXED ACCOUNT - SERIES CLASS 1 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Similar-size Wholesale Trade plans
PRINCE OF PEACE ENTERPRISES, INC.
PRINCE OF PEACE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$8.0M · 101 participants
RARE BEAUTY, LLC
RARE BEAUTY, LLC 401(K) PLAN
$8.0M · 130 participants
DAKOTA DRUG, INC.
DAKOTA DRUG, INC. 401(K) PROFIT SHARING PLAN
$8.0M · 59 participants
STAMAR PACKAGING INCORPORATED
STAMAR PACKAGING, INC. 401(K) PROFIT SHARING PLAN
$7.9M · 58 participants
BAUDAX BIO, INC.
BAUDAX BIO RETIREMENT PLAN
$8.1M · 9 participants
PEOPLES DRUG STORE, INC.
PEOPLES DRUG STORE, INC. PROFIT SHARING PLAN
$7.8M · 17 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B