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Original filing (PDF)20250812100940NAL0009715184001
CANON MEDICAL INFORMATICS, INC.
Form 5500
FILING_RECEIVED
CANON MEDICAL INFORMATICS, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
159
Accounts w/ balance
262
Plan assets (EOY)
$54.3M
Net assets (EOY)
$54.3M
How this plan invests
This plan
13 pooled trusts
Schedule D
26 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 CANON MEDICAL INFORMATICS, INC..
Plan sponsor
Name
CANON MEDICAL INFORMATICS, INC.
EIN
42-1321776
Address
5850 OPUS PARKWAY SUITE 300 · MINNETONKA, MN · 55343
Phone
(952) 487-9500
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-08-12
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $48K | — |
Investments
13 direct securities · 13 pooled funds· $54.3M(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.
Common Collective Trust
$27.5M
13 holdings
Uncategorized
$26.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund N/A | — | — | — | $8.1M | 15.0% | |
| Similar Party Par, or Maturity Value Cost Value American Century Growth Fund R6 Mutual fund N/A | — | — | — | $4.2M | 7.7% | |
| T ROWE PRICE RETIREMENT 2030 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.3M | 6.1% | |
| T ROWE PRICE RETIREMENT 2045 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.2M | 5.9% | |
| Fidelity Extended Market Index Fund Mutual fund N/A | — | — | — | $3.0M | 5.5% | |
| T ROWE PRICE RETIREMENT 2040 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.9M | 5.3% | |
| American Funds EuroPacific Growth Fund R-6 Mutual fund N/A | — | — | — | $2.8M | 5.2% | |
| T ROWE PRICE RETIREMENT 2035 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.8M | 5.1% | |
| T ROWE PRICE RETIREMENT 2050 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.7M | 4.9% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.6M | 4.8% | |
| T ROWE PRICE RETIREMENT 2025 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.5M | 4.6% | |
| Vanguard Health Care Fund Admiral Shares Mutual fund N/A | — | — | — | $2.5M | 4.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.1M | 3.8% | |
| T ROWE PRICE RETIREMENT 2055 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.6% | |
| T ROWE PRICE RETIREMENT 2020 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.5% | |
| PGIM Total Return Bond Fund Class Z Mutual fund N/A | — | — | — | $1.5M | 2.7% | |
| Victory Sycamore Established Value A Mutual fund N/A | — | — | — | $1.2M | 2.2% | |
| EAGLE MID CAP GROWTH CIT FOUNDERS CARILLON FUNDS · EIN 59-3528369 / PN 000 | Common Collective Trust | — | — | $780K | 1.4% | |
| Loomis Sayles Small Cap Growth Inst. Mutual fund N/A | — | — | — | $745K | 1.4% | |
| American Century Small Cap Value Fund R6 Mutual fund N/A | — | — | — | $728K | 1.3% | |
| T ROWE PRICE RETIREMENT 2060 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 41-1088316 / PN 001 | Common Collective Trust | — | — | $698K | 1.3% | |
| Fidelity International Index Fund Mutual fund N/A | — | — | — | $694K | 1.3% | |
| DFA Global Real Estate Securities Portfolio Mutual fund N/A | — | — | — | $536K | 1.0% | |
| Fidelity U.S. Bond Index Fund Mutual fund N/A | — | — | — | $515K | 0.9% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 4.25%-9.50% - | — | — | — | $348K | 0.6% | |
| T ROWE PRICE RETIREMENT 2065 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $144K | 0.3% |