Original filing (PDF)20251006110216NAL0001809779001

MEDWORKS, INC.

Name: MEDWORKS, INC. — MEDWORKS, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: MEDWORKS, INC.

Form 5500

FILING_RECEIVED

MEDWORKS, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

354

Accounts w/ balance

368

Plan assets (EOY)

$45.2M

Net assets (EOY)

$45.2M

How this plan invests

This plan

75 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No independent qualified public accountant (IQPA) named.
No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (13 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDWORKS, INC..

Plan sponsor

Name

MEDWORKS, INC.

EIN

35-2000863

Address

2325 INTELLIPLEX DRIVE, SUITE 201 · SHELBYVILLE, IN · 46176

Phone

(317) 835-7229

Industry

Health Care & Social Assistancesee 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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN, INC.	91-0675641	—	NONE	$35K	—
GUIDANCE POINT	—	PORTLAND, ME	NONE	$9K	—
CHARLES SCHWAB TRUST BANK	82-3967259	—	NONE	$8K	—
VESTIA ADVISORS	82-1828832	—	NONE	$7K	—
CHARLES SCHWAB & CO. INC.	94-1737782	—	NONE	$244	—

Investments

75 direct securities· $43.8M(97% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Inst Target Rtrmt 2030 Mutual fund	—	—	—	$6.4M	14.3%
Vanguard Inst Target Rtrmt 2040 Mutual fund	—	—	—	$6.1M	13.6%
Vanguard Inst Target Rtrmt 2025 Mutual fund	—	—	—	$3.8M	8.4%
Vanguard Inst Target Rtrmt 2020 Mutual fund	—	—	—	$3.1M	6.9%
Schwab S&P 500 Index Fund Mutual fund	—	—	—	$3.0M	6.7%
Vanguard Inst Target Rtrmt 2045 Mutual fund	—	—	—	$3.0M	6.6%
Harbor Capital Appreciation Fund Mutual fund	—	—	—	$2.9M	6.5%
Vanguard Inst Target Rtrmt 2050 Mutual fund	—	—	—	$2.6M	5.8%
Vanguard Mid Cap Index Fund Admiral Mutual fund	—	—	—	$2.4M	5.2%
Vanguard Small Cap I Mutual fund	—	—	—	$1.5M	3.2%
John Hancock Disciplined Value R6 Mutual fund	—	—	—	$1.2M	2.7%
Vanguard Inst Target Rtrmt 2035 Mutual fund	—	—	—	$1.2M	2.7%
Dodge & Cox International Stock Fund Mutual fund	—	—	—	$1.2M	2.7%
Vanguard Intl Growth Admiral Class Mutual fund	—	—	—	$625K	1.4%
Vanguard Inst Target Rtrmt 2055 Mutual fund	—	—	—	$567K	1.3%
Vanguard Total Bond Market Index Mutual fund	—	—	—	$522K	1.2%
Vanguard Inst Target Rtrmt Incm Inst Mutual fund	—	—	—	$489K	1.1%
Cohen & Steers Realty Instl Shares Mutual fund	—	—	—	$334K	0.7%
Vanguard Inst Target Rtrmt 2060 Mutual fund	—	—	—	$288K	0.6%
William Blair Large Cap Growth Cl I Mutual fund	—	—	—	$243K	0.5%
Dodge & Cox Income Fund Mutual fund	—	—	—	$230K	0.5%
Cliffwater Corporate Lending I Mutual fund	—	—	—	$182K	0.4%
DFA US Small Cap Value Mutual fund	—	—	—	$168K	0.4%
Schwab Retirement Government Money Fund Money market mutual fund	—	—	—	$166K	0.4%
Vanguard Inflation Prot Sec ADM Mutual fund	—	—	—	$113K	0.3%
Ishares Core S&P 500 ETF Exchange traded fund	—	—	—	$84K	0.2%
Vanguard 500 Index FD Admiral Mutual fund	—	—	—	$79K	0.2%
DFA Short Duration Real Return Instl Mutual fund	—	—	—	$79K	0.2%
Schwab US Large Cap Growth ETF Exchange traded fund	—	—	—	$76K	0.2%
American FD New Perspective F3 Mutual fund	—	—	—	$70K	0.2%
Vanguard Inst Target Rtrmt 2065 Mutual fund	—	—	—	$70K	0.2%
DFA Global Allocation 60/40 Port Inst Cl Mutual fund	—	—	—	$59K	0.1%
DFA World Core Equity Inst Mutual fund	—	—	—	$58K	0.1%
Schwab Cash Account Fund Money market mutual fund	—	—	—	$58K	0.1%
Smead Value FD I1 Cl Mutual fund	—	—	—	$57K	0.1%
Charles Schwab US REIT ETF Exchange traded fund ** 90 * Schwab US Dividend Equity ETF Exchange traded fund	—	—	—	$53K	0.1%
Ishares Core S&P Small-Cap ETF Exchange traded fund	—	—	—	$51K	0.1%
DFA Intl Value Port Instl Mutual fund	—	—	—	$40K	<0.1%
Avantis US Small Cap Value ETF Exchange traded fund	—	—	—	$39K	<0.1%
Ishares Core US Growth ETF Exchange traded fund	—	—	—	$37K	<0.1%
Invesco NASDAQ 100 ETF Exchange traded fund ** 2 Pacer US Cash Cows 100 ETF Exchange traded fund	—	—	—	$34K	<0.1%
DFA Intl Small Co Port Instl Mutual fund	—	—	—	$33K	<0.1%
JPMorgan US Value I Mutual fund	—	—	—	$33K	<0.1%
Vanguard S&P 500 ETF Exchange traded fund	—	—	—	$33K	<0.1%
Schwab Total Stk Mkt Index Mutual fund	—	—	—	$31K	<0.1%
Ishares Core US Value ETF Exchange traded fund	—	—	—	$30K	<0.1%
Principal Midcap Inst Cl Mutual fund	—	—	—	$28K	<0.1%
Thrivent Small Cap Stock Fund Cl S Mutual fund	—	—	—	$27K	<0.1%
GMO Small Cap Quality I Mutual fund	—	—	—	$26K	<0.1%
Jhancock Disciplined Value Mid Cap I Mutual fund	—	—	—	$25K	<0.1%
Vanguard Total Stock Market ETF Exchange traded fund	—	—	—	$22K	<0.1%
DFA Emerging Markets Value Port Mutual fund	—	—	—	$20K	<0.1%
Dimensional Intern C Exchange traded fund	—	—	—	$18K	<0.1%
Ishares Russell Mid-Cap Value ETF Exchange traded fund	—	—	—	$16K	<0.1%
Goldman Sachs GQG Prt Intl Opty Instl Mutual fund	—	—	—	$10K	<0.1%
Schwab Markettrack Balanced Inv Mutual fund	—	—	—	$9K	<0.1%
DFA Real Estate Securities Mutual fund	—	—	—	$9K	<0.1%
Ishares Core 1 5 Year USD Bond ETF Exchange traded fund	—	—	—	$8K	<0.1%
Ishares Core Dividend Growth ETF Exchange traded fund	—	—	—	$6K	<0.1%
Realty Income Corporation Common stock	—	—	—	$6K	<0.1%
Vanguard Extended Market ETF Exchange traded fund ** 95 Vanguard Growth ETF Exchange traded fund	—	—	—	$5K	<0.1%
Pepsico Inc Common stock	—	—	—	$5K	<0.1%
Guggenheim Total Return BD Inst Mutual fund	—	—	—	$4K	<0.1%
JP Morgan Exchange Traded FD Exchange traded fund	—	—	—	$4K	<0.1%
Vanguard High Dividend Yield ETF Exchange traded fund	—	—	—	$4K	<0.1%
Sysco Corp Common stock 765 SJW Corp Common stock 98 Target Corporation Common stock	—	—	—	$3K	<0.1%
Altria Group Inc Common stock ** 314 Chevron Corp Common stock	—	—	—	$3K	<0.1%
SPDR S&P 400 Mid Cap Growth ETF Exchange traded fund	—	—	—	$3K	<0.1%
Vanguard Dividend Appreciation ETF Exchange traded fund	—	—	—	$3K	<0.1%
Hormel Foods Corp Common stock	—	—	—	$3K	<0.1%
Leggett & Platt Inc Common stock ** 38 McDonalds Corp Common stock	—	—	—	$2K	<0.1%
Vanguard Real Estate ETF Exchange traded fund	—	—	—	$2K	<0.1%
DFA Intl Small Cap Value Port Instl Mutual fund	—	—	—	$2K	<0.1%
Rowe T Price Group Common stock	—	—	—	$1K	<0.1%
JM Smucker Co Common stock	—	—	—	$1K	<0.1%