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Original filing (PDF)20251010134839NAL0018158754001
HEALTHCOMP, INC.
Form 5500
FILING_RECEIVED
HEALTHCOMP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
46
Accounts w/ balance
105
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: CLEARBRIDGE LARGE CAP GROWTH CL R2 (no filing on disk)]" is 36% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHCOMP, INC..
Plan sponsor
Name
HEALTHCOMP, INC.
EIN
34-1607331
Address
1226 HURON ROAD EAST · CLEVELAND, OH · 44115
Phone
(216) 255-3597
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MALONEY + NOVOTNY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $20K | — |
Investments
4 pooled funds· $2.8M(32% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CLEARBRIDGE LARGE CAP GROWTH CL R2 GREAT GRAY · EIN 38-4065336 / PN 000 | Common Collective Trust | — | — | $999K | 11.4% | |
| COLUMBIA TRUST DIVIDEND INCOME MS COLUMBIA CT OR SVF · EIN 87-1854339 / PN 219 | Common Collective Trust | — | — | $927K | 10.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $772K | 8.8% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL GREAT GRAY · EIN 38-4065336 / PN 000 | Common Collective Trust | — | — | $92K | 1.0% |
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