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Original filing (PDF)20251015082754NAL0005528016001
MDVIP, LLC
Form 5500
FILING_RECEIVED
MDVIP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
592
Accounts w/ balance
517
Plan assets (EOY)
$58.9M
Net assets (EOY)
$58.9M
How this plan invests
This plan
18 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MDVIP, LLC.
Plan sponsor
Name
MDVIP, LLC
EIN
36-4464609
Address
4950 COMMUNICATION AVENUE · SUITE 100 · BOCA RATON, FL · 33431
Phone
(561) 982-4300
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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | NONE | $64K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $14K | — |
Investments
14 direct securities · 18 pooled funds· $58.9M(100% 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.
Common Collective Trust
$37.1M
18 holdings
Uncategorized
$21.9M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $13.2M | 22.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $5.5M | 9.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.9M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.2M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.9% | |
| JANUS HENDERSON CORE PLUS SEI TRUST COMPANY · EIN 47-1570020 / PN 075 | Common Collective Trust | — | — | $1.8M | 3.1% | |
| Vanguard Total Intl Stock Index - Admiral Mutual Fund | — | — | — | $1.7M | 2.9% | |
| Champlain Mid Cap Institutional Mutual Fund | — | — | — | $1.7M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.6% | |
| Vanguard Small Cap Index Fund - Admiral Mutual Fund | — | — | — | $1.4M | 2.3% | |
| GW & K SMALL CAP CORE EQ CIF GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 002 | Common Collective Trust | — | — | $1.2M | 2.1% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $1.2M | 2.0% | |
| Notes Receivable from Participants Participant loans (interest | — | — | — | $860K | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $765K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $698K | 1.2% | |
| BNY Mellon International Stock Fund I Mutual Fund | — | — | — | $573K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $323K | 0.5% | |
| Manning & Napier Rainier Int Discovery Z Mutual Fund | — | — | — | $300K | 0.5% | |
| Nuveen Emerging Markets Mutual Fund | — | — | — | $273K | 0.5% | |
| PARNASSUS SUSTAINABLE EQ CL 1 SEI TRUST COMPANY · EIN 85-3199856 / PN 144 | Common Collective Trust | — | — | $260K | 0.4% | |
| William Blair Large Cap Growth Mutual Fund | — | — | — | $226K | 0.4% | |
| RBC Emerging Markets Equity I Mutual Fund | — | — | — | $220K | 0.4% | |
| Hartford Dividend and Growth Mutual Fund | — | — | — | $179K | 0.3% | |
| Fidelity Advisor Real Estate Income Int Mutual Fund | — | — | — | $122K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $73K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $29K | <0.1% | |
| T. Rowe Price Government Money Mutual Fund | — | — | — | $5K | <0.1% | |
| TIAA-CREF EMERGING MARKETS DEBT ADV TIAA-CREF MUTUAL FUNDS · EIN 37-6558781 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |