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Original filing (PDF)20251008101437NAL0009177760001
MEDIC MANAGEMENT GROUP, LLC
Form 5500
FILING_RECEIVED
MEDIC MANAGEMENT GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
~100 bps in Sched C fees
Active participants
130
Accounts w/ balance
110
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
- 100 bps in Schedule C fees — 92% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDIC MANAGEMENT GROUP, LLC.
Plan sponsor
Name
MEDIC MANAGEMENT GROUP, LLC
EIN
34-1888432
Address
3201 ENTERPRISE PKWY, SUITE 370 · BEACHWOOD, OH · 44122
Phone
(330) 670-5316
Industry
Admin Support & Waste Mgmtsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
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)
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 | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISORS | 23-2697799 | — | ADVISOR | $26K | — |
Investments
32 direct securities · 1 pooled fund· $4.8M(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
$4.5M
32 holdings
Common Collective Trust
$216K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $869K | 18.3% | |
| American Funds | — | — | — | $552K | 11.6% | |
| Fidelity | — | — | — | $369K | 7.8% | |
| Janus Henderson | — | — | — | $350K | 7.3% | |
| Harbor Capital | — | — | — | $308K | 6.5% | |
| American Funds | — | — | — | $284K | 6.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $216K | 4.5% | |
| American Funds | — | — | — | $188K | 4.0% | |
| Fidelity | — | — | — | $181K | 3.8% | |
| Fidelity | — | — | — | $127K | 2.7% | |
| Metropolitan West | — | — | — | $124K | 2.6% | |
| Dodge & Cox | — | — | — | $118K | 2.5% | |
| American Funds | — | — | — | $91K | 1.9% | |
| Fidelity | — | — | — | $88K | 1.9% | |
| Neuberger Berman | — | — | — | $84K | 1.8% | |
| Participant Loans | — | — | — | $83K | 1.7% | |
| American Funds | — | — | — | $79K | 1.6% | |
| BlackRock | — | — | — | $71K | 1.5% | |
| MFS | — | — | — | $68K | 1.4% | |
| Fidelity | — | — | — | $54K | 1.1% | |
| American Funds | — | — | — | $53K | 1.1% | |
| Fidelity | — | — | — | $52K | 1.1% | |
| AB Global | — | — | — | $51K | 1.1% | |
| Parametric | — | — | — | $45K | 1.0% | |
| Fidelity | — | — | — | $44K | 0.9% | |
| Fidelity | — | — | — | $35K | 0.7% | |
| American Funds | — | — | — | $35K | 0.7% | |
| T. Rowe Price | — | — | — | $34K | 0.7% | |
| Franklin | — | — | — | $33K | 0.7% | |
| Putnam | — | — | — | $33K | 0.7% | |
| American Funds | — | — | — | $23K | 0.5% | |
| American Funds | — | — | — | $20K | 0.4% | |
| Fidelity | — | — | — | $1 | <0.1% |