Original filing (PDF)20250924110005NAL0016909874001

FI-MED MANAGEMENT INC

Name: FI-MED MANAGEMENT INC — FI-MED MANAGEMENT RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: FI-MED MANAGEMENT INC

Form 5500-SF

FILING_RECEIVED

FI-MED MANAGEMENT RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FI-MED MANAGEMENT INC.

Plan sponsor

Name

FI-MED MANAGEMENT INC

EIN

39-1765323

Address

P.O. BOX 1466 · BROOKFIELD, WI · 53008

Phone

(262) 788-9265

Industry

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

NEXTFED, INC.

NEXTFED, INC. PENSION PLAN

$1.6M · 21 participants

XAMIN, INC.

XAMIN 401(K) PROFIT SHARING PLAN

$1.6M

ARTEMIS FACTOR, LLC

ARTEMIS FACTOR, LLC 401(K) PLAN

$1.6M · 27 participants

PETRASOFT INC

PSCISE 401(K) PLAN

$1.6M · 8 participants

OCX GROUP INC

OCX GROUP 401(K) PLAN

$1.6M · 21 participants

JAG HOLDINGS GROUP LLC