Original filing (PDF)20260129135856NAL0005591713001

U.S. MEDICAL MANAGEMENT LLC

Name: U.S. MEDICAL MANAGEMENT LLC — HARMONYCARES 401(K) PLAN, Form 5500 (2024)
Creator: U.S. MEDICAL MANAGEMENT LLC

Form 5500

FILING_RECEIVED

HARMONYCARES 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 2.4 mo100% in single holding

Active participants

1,798

Accounts w/ balance

2,869

Plan assets (EOY)

$63.4M

Net assets (EOY)

$63.4M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. MEDICAL MANAGEMENT LLC.

Plan sponsor

Name

U.S. MEDICAL MANAGEMENT LLC

EIN

38-3153946

Address

500 KIRTS BLVD · TROY, MI · 48085

Phone

(248) 824-6395

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

2026-01-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$175K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIFTH THIRD BANK	—	CINCINNATI, OH	INVESTMENT ADVISOR	$57K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $3.5M(5% 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
	GOLDMAN SACHS STABLE VALUE CIT INV GOLDMAN SACHS STABLE VALUE · EIN 13-4166989 / PN 025	Common Collective Trust	—	$3.8M	$3.5M	5.5%

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