How big is Medworks, Inc.'s plan?

Medworks, Inc.'s plan reported $45.2M in assets and 354 participants for 2024.

Original filing (PDF)20251006110216NAL0001809779001

Medworks, Inc.

Name: Medworks, Inc. — Medworks, Inc. Retirement Savings, Form 5500 (2024)
Creator: Medworks, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Medworks, Inc. Retirement Savings Plan

401(k) retirement plan · Medworks, Inc.'s Medworks, Inc. Retirement Savings Plan held $45.2M in plan assets for 354 participants in 2024.

Signals · 1

No auditor on file

Active participants

354

Accounts w/ balance

368

Plan assets (EOY)

$45.2M

Net assets (EOY)

$45.2M

People on this filing

Ralph Mercuri signed Medworks, Inc.'s 2024 Form 5500 as plan administrator.

Ralph Mercuri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Medworks, Inc.'s EIN is 35-2000863.

EIN 35-2000863

Plan number 001

Plan year 2024

ACK ID 20251006110216NAL0001809779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Medworks, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Medworks, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDWORKS, INC..

Finding similar companies…

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Plan sponsor

Name

MEDWORKS, INC.

EIN

all filings

Address

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

Phone

(317) 835-7229

Industry

Health Care & Social Assistance

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

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
VESTIA ADVISORS	82-1828832	—	NONE	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN, INC.	91-0675641	—	NONE	$35K	—
GUIDANCE POINT

Investments

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

Mutual Funds

$32.8M

39 holdings

Common Collective Trusts

$5.6M

5 holdings

Other securities

$5.4M

23 holdings

Common Stocks

$24K

8 holdings

					% of plan
Vanguard Inst Target Rtrmt 2030 Mutual fund	Mutual Funds	—	—	$6.4M	14.3%
Vanguard Inst Target Rtrmt 2040 Mutual fund	Mutual Funds	—	—	$6.1M	13.6%
Vanguard Inst Target Rtrmt 2025 Mutual fund	Mutual Funds	—	—	$3.8M	8.4%
Vanguard Inst Target Rtrmt 2020 Mutual fund	Mutual Funds	—	—	$3.1M	6.9%
Schwab S&P 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$3.0M	6.7%
Vanguard Inst Target Rtrmt 2045 Mutual fund	Mutual Funds	—	—	$3.0M	6.6%
Harbor Capital Appreciation Fund Mutual fund	Other securities	—	—	$2.9M	6.5%
Vanguard Inst Target Rtrmt 2050 Mutual fund	Mutual Funds	—	—	$2.6M	5.8%
Vanguard Mid Cap Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$2.4M	5.2%
Vanguard Small Cap I Mutual fund	Mutual Funds	—	—	$1.5M	3.2%
John Hancock Disciplined Value R6 Mutual fund	Other securities	—	—	$1.2M	2.7%
Vanguard Inst Target Rtrmt 2035 Mutual fund	Mutual Funds	—	—	$1.2M	2.7%
Dodge & Cox International Stock Fund Mutual fund	Mutual Funds	—	—	$1.2M	2.7%
Vanguard Intl Growth Admiral Class Mutual fund	Mutual Funds	—	—	$625K	1.4%
Vanguard Inst Target Rtrmt 2055 Mutual fund	Mutual Funds	—	—	$567K	1.3%
Vanguard Total Bond Market Index Mutual fund	Mutual Funds	—	—	$522K	1.2%
Vanguard Inst Target Rtrmt Incm Inst Mutual fund	Mutual Funds	—	—	$489K	1.1%
Cohen & Steers Realty Instl Shares Mutual fund	Other securities	—	—	$334K	0.7%
Vanguard Inst Target Rtrmt 2060 Mutual fund	Mutual Funds	—	—	$288K	0.6%
William Blair Large Cap Growth Cl I Mutual fund	Other securities	—	—	$243K	0.5%
Dodge & Cox Income Fund Mutual fund	Mutual Funds	—	—	$230K	0.5%
Cliffwater Corporate Lending I Mutual fund	Other securities	—	—	$182K	0.4%
DFA US Small Cap Value Mutual fund	Mutual Funds	—	—	$168K	0.4%
Schwab Retirement Government Money Fund Money market mutual fund	Mutual Funds	—	—	$166K	0.4%
Vanguard Inflation Prot Sec ADM Mutual fund	Mutual Funds	—	—	$113K	0.3%
Ishares Core S&P 500 ETF Exchange traded fund	Common Collective Trusts	—	—	$84K	0.2%
Vanguard 500 Index FD Admiral Mutual fund	Common Collective Trusts	—	—	$79K	0.2%
DFA Short Duration Real Return Instl Mutual fund	Mutual Funds	—	—	$79K	0.2%
Schwab US Large Cap Growth ETF Exchange traded fund	Mutual Funds	—	—	$76K	0.2%
American FD New Perspective F3 Mutual fund	Other securities	—	—	$70K	0.2%
Vanguard Inst Target Rtrmt 2065 Mutual fund	Mutual Funds	—	—	$70K	0.2%
DFA Global Allocation 60/40 Port Inst Cl Mutual fund	Mutual Funds	—	—	$59K	0.1%
DFA World Core Equity Inst Mutual fund	Mutual Funds	—	—	$58K	0.1%
Schwab Cash Account Fund Money market mutual fund	Mutual Funds	—	—	$58K	0.1%
Smead Value FD I1 Cl Mutual fund	Other securities	—	—	$57K	0.1%
Charles Schwab US REIT ETF Exchange traded fund ** 90 * Schwab US Dividend Equity ETF Exchange traded fund	Mutual Funds	—	—	$53K	0.1%
Ishares Core S&P Small-Cap ETF Exchange traded fund	Other securities	—	—	$51K	0.1%
DFA Intl Value Port Instl Mutual fund	Mutual Funds	—	—	$40K	<0.1%
Avantis US Small Cap Value ETF Exchange traded fund	Other securities	—	—	$39K	<0.1%
Ishares Core US Growth ETF Exchange traded fund	Other securities	—	—	$37K	<0.1%
Invesco NASDAQ 100 ETF Exchange traded fund ** 2 Pacer US Cash Cows 100 ETF Exchange traded fund	Mutual Funds	—	—	$34K	<0.1%
DFA Intl Small Co Port Instl Mutual fund	Mutual Funds	—	—	$33K	<0.1%
JPMorgan US Value I Mutual fund	Other securities	—	—	$33K	<0.1%
Vanguard S&P 500 ETF Exchange traded fund	Common Collective Trusts	—	—	$33K	<0.1%
Schwab Total Stk Mkt Index Mutual fund	Mutual Funds	—	—	$31K	<0.1%
Ishares Core US Value ETF Exchange traded fund	Other securities	—	—	$30K	<0.1%
Principal Midcap Inst Cl Mutual fund	Other securities	—	—	$28K	<0.1%
Thrivent Small Cap Stock Fund Cl S Mutual fund	Other securities	—	—	$27K	<0.1%
GMO Small Cap Quality I Mutual fund	Other securities	—	—	$26K	<0.1%
Jhancock Disciplined Value Mid Cap I Mutual fund	Other securities	—	—	$25K	<0.1%