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Original filing (PDF)20250916145746NAL0001242931001
NORTHERN SHARED MEDICAL SERVICES, INC.
Form 5500
FILING_RECEIVED
SMS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
569
Accounts w/ balance
401
Plan assets (EOY)
$49.1M
Net assets (EOY)
$49.1M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHERN SHARED MEDICAL SERVICES, INC..
Plan sponsor
Name
NORTHERN SHARED MEDICAL SERVICES, INC.
EIN
41-1388075
Address
209 LIMESTONE PASS · COTTAGE GROVE, WI · 535278968
Phone
(608) 839-9050
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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | BOSTON, MA | ADVISOR | $10K | — |
Investments
33 direct securities · 1 pooled fund· $49.1M(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.
Uncategorized
$48.5M
33 holdings
Common Collective Trust
$593K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Co K N/A | — | — | — | $7.9M | 16.0% | |
| Fidelity 500 Index Fund N/A | — | — | — | $5.2M | 10.5% | |
| T. Rowe Price Blue Chip Growth Fund N/A | — | — | — | $3.4M | 6.9% | |
| T. Rowe Price Dividend Growth ADV N/A | — | — | — | $3.1M | 6.3% | |
| Fidelity Low Priced Stock K N/A | — | — | — | $2.8M | 5.7% | |
| Fidelity Freedom 2030 K Fund N/A | — | — | — | $2.7M | 5.4% | |
| Fidelity Mid-Cap Stock K N/A | — | — | — | $2.5M | 5.1% | |
| Fidelity Freedom 2035 K Fund N/A | — | — | — | $2.5M | 5.0% | |
| Fidelity Balanced K N/A | — | — | — | $2.0M | 4.1% | |
| Fidelity Freedom 2040 K Fund N/A | — | — | — | $1.8M | 3.6% | |
| Fidelity Freedom 2045 K Fund N/A | — | — | — | $1.4M | 2.9% | |
| Fidelity Diversified Intl K N/A | — | — | — | $1.4M | 2.8% | |
| Columbia Diversified Income A N/A | — | — | — | $1.3M | 2.7% | |
| Fidelity U.S. Bond Index Fund N/A | — | — | — | $1.3M | 2.6% | |
| Fidelity Total Bond N/A | — | — | — | $1.2M | 2.5% | |
| Artisan Mid-Cap Investment Fund N/A | — | — | — | $958K | 1.9% | |
| Fidelity Freedom 2050 K Fund N/A | — | — | — | $880K | 1.8% | |
| Fidelity Real Estate Investment Portfolio N/A | — | — | — | $835K | 1.7% | |
| Fidelity International Capital Appreciation Fund N/A | — | — | — | $814K | 1.7% | |
| Fidelity Small-Cap Stock Fund N/A | — | — | — | $696K | 1.4% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST CO. · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $593K | 1.2% | |
| Fidelity Freedom 2055 K Fund N/A | — | — | — | $571K | 1.2% | |
| Fidelity Freedom 2060 K Fund N/A | — | — | — | $479K | 1.0% | |
| Fidelity Global Ex U.S. Index N/A | — | — | — | $445K | 0.9% | |
| VS Emerging Markets Fund A N/A | — | — | — | $431K | 0.9% | |
| Fidelity Freedom 2025 K Fund N/A | — | — | — | $423K | 0.9% | |
| Fidelity Freedom 2020 K Fund N/A | — | — | — | $394K | 0.8% | |
| Notes receivable from participants (4.25% - 9.50%) - 0 - | — | — | — | $300K | 0.6% | |
| Fidelity Freedom 2010 K Fund N/A | — | — | — | $197K | 0.4% | |
| Fidelity Freedom 2015 K Fund N/A | — | — | — | $183K | 0.4% | |
| Fidelity Freedom 2065 K Fund N/A | — | — | — | $182K | 0.4% | |
| Fidelity Extended Market Index Fund N/A | — | — | — | $152K | 0.3% | |
| Fidelity Freedom Income K N/A | — | — | — | $107K | 0.2% | |
| Fidelity Short Term Treasury Bond Index N/A | — | — | — | $93K | 0.2% |
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