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Original filing (PDF)20251015104654NAL0002269523001
MEDICUS SELECT, LLC
Form 5500
FILING_RECEIVED
MEDICUS SELECT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
766
Accounts w/ balance
547
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
27 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 MEDICUS SELECT, LLC.
Plan sponsor
Name
MEDICUS SELECT, LLC
EIN
45-2980304
Address
1401 CENTERVILLE ROAD · SUITE 210 · TALLAHASSEE, FL · 32308
Phone
(850) 431-7021
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSL, P.A. | 59-3070669 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
27 direct securities· $14.3M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I | — | — | — | $1.6M | 10.6% | |
| T. Rowe Price Retirement Blend 2030 I | — | — | — | $1.2M | 7.5% | |
| Lincoln Life Stable Value (contract value) | — | — | — | $1.1M | 7.3% | |
| Harbor Capital Appreciation Retirement | — | — | — | $1.1M | 7.2% | |
| T. Rowe Price Retirement Blend 2040 I | — | — | — | $1.1M | 7.0% | |
| Janus Discpl Value R6 | — | — | — | $909K | 5.9% | |
| T. Rowe Price Retirement Blend 2045 I | — | — | — | $882K | 5.7% | |
| Vanguard Total Bond Market Index Instl | — | — | — | $847K | 5.5% | |
| Vanguard Mid Cap Index Instl | — | — | — | $779K | 5.1% | |
| T. Rowe Price Retirement Blend 2035 I | — | — | — | $760K | 4.9% | |
| T. Rowe Price Retirement Blend 2025 I | — | — | — | $596K | 3.9% | |
| Vanguard Small Cap Index Instl | — | — | — | $516K | 3.4% | |
| American Funds Fundamental Inv R6 | — | — | — | $456K | 3.0% | |
| T. Rowe Price Retirement Blend 2020 I | — | — | — | $411K | 2.7% | |
| Janus Enterprise N | — | — | — | $388K | 2.5% | |
| Notes Receivable fron Participants Interest rates at 5.25% - 10.50% | — | — | — | $377K | 2.5% | |
| Fidelity Total Bond K6 | — | — | — | $236K | 1.5% | |
| T. Rowe Price Retirement Blend 2050 I | — | — | — | $218K | 1.4% | |
| Principal Real Estate Securities Instl 24 T. Rowe Price Retirement Blend 2010 I | — | — | — | $200K | 1.3% | |
| T. Rowe Price Retirement Blend 2055 I | — | — | — | $164K | 1.1% | |
| Fidelity Small Cap GR K6 | — | — | — | $163K | 1.1% | |
| ABF Small Cap Value | — | — | — | $149K | 1.0% | |
| T. Rowe Price Retirement Blend 2060 I | — | — | — | $88K | 0.6% | |
| Victory Est Val R6 | — | — | — | $51K | 0.3% | |
| Fidelity Government MMKT | — | — | — | $47K | 0.3% | |
| T. Rowe Price Retirement Blend 2065 I | — | — | — | $30K | 0.2% | |
| Vanguard Total International Stk AD | — | — | — | $1K | <0.1% |
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