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Original filing (PDF)20250912100936NAL0003381666001
MADISON MEDICAL AFFILIATES, INC.
Form 5500
FILING_RECEIVED
MADISON MEDICAL AFFILIATES, INC. EMPLOYEES' BALANCED PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
286
Accounts w/ balance
546
Plan assets (EOY)
$84.9M
Net assets (EOY)
$84.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MADISON MEDICAL AFFILIATES, INC..
Plan sponsor
Name
MADISON MEDICAL AFFILIATES, INC.
EIN
39-1855720
Address
788 NORTH JEFFERSON STREET STE 300 · MILWAUKEE, WI · 53202
Phone
(414) 274-8620
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $70K | — |
| ROBERT W. BAIRD & CO. INCORPORATED | — | MILWAUKEE, WI | NONE | $38K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
1 pooled fund· $3.4M(4% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ONEAMERICA STABLE VALUE FUND CL I BMO HARRIS BANK, N.A. · EIN 39-6490536 / PN 001 | Common Collective Trust | $3.4M | 4.0% |