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Original filing (PDF)20251008053059NAL0008893216001
HEALTHCARE MANAGEMENT SOLUTION
Form 5500
FILING_RECEIVED
HEALTHCARE MANAGEMENT SOLUTION LLC 401(K) PLAN
401(k) retirement plan
Active participants
186
Accounts w/ balance
221
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHCARE MANAGEMENT SOLUTION.
Plan sponsor
Name
HEALTHCARE MANAGEMENT SOLUTION
EIN
38-3657342
Address
1000 TECHNOLOGY DRIVE, · SUITE 1310 · FAIRMONT, WV · 26554
Phone
(304) 368-0288
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
Investments
33 direct securities· $18.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $3.6M | 19.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.6M | 8.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 5.8% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $942K | 5.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $924K | 5.0% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $749K | 4.1% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $593K | 3.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $589K | 3.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $531K | 2.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $527K | 2.9% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $526K | 2.9% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $510K | 2.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $498K | 2.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $492K | 2.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $455K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $434K | 2.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $403K | 2.2% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $379K | 2.1% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $373K | 2.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $362K | 2.0% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $349K | 1.9% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $282K | 1.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $211K | 1.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $183K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $155K | 0.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $153K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $121K | 0.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $99K | 0.5% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $45K | 0.2% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $27K | 0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $10K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $5K | <0.1% |
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