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Original filing (PDF)20251014082520NAL0002400321001
TRIMEDX HOLDINGS, LLC
Form 5500
FILING_RECEIVED
TRIMEDX HOLDINGS, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
3,016
Accounts w/ balance
4,007
Plan assets (EOY)
$244.6M
Net assets (EOY)
$244.6M
How this plan invests
This plan
7 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 96% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIMEDX HOLDINGS, LLC.
Plan sponsor
Name
TRIMEDX HOLDINGS, LLC
EIN
45-4807500
Address
5451 LAKEVIEW PARKWAY S DRIVE · INDIANAPOLIS, IN · 46268
Phone
(877) 874-6339
Industry
Health Care & Social Assistancesee 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
2025-10-14
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
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $358K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | 52-1868818 | — | INVESTMENT ADVISOR | $81K | — |
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | INVESTMENT ADVISOR | $28K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE & CO | 35-1178661 | — | AUDITOR | $14K | — |
Investments
25 direct securities · 7 pooled funds· $248.4M(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
$173.8M
24 holdings
Common Collective Trust
$69.2M
7 holdings
Mutual Funds
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WILMINGTON/BLACKROCK EQ INDEX R WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $31.5M | 12.9% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $17.1M | 7.0% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $16.8M | 6.9% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $15.9M | 6.5% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $15.3M | 6.3% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $14.9M | 6.1% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $13.2M | 5.4% | |
| LG CAP GR FUND II FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $12.9M | 5.3% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $11.6M | 4.7% | |
| Dodge & Cox Dodge & Cox Stock I | — | — | — | $10.6M | 4.3% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $9.3M | 3.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $7.9M | 3.2% | |
| FOCUS INTL FOUNDERS CLASS ALTA TRUST · EIN 92-2109785 / PN 001 | Common Collective Trust | — | — | $7.3M | 3.0% | |
| WILMINGTON/METLIFE STABLE CLASS J METLIFE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $6.5M | 2.6% | |
| Baird Aggregate Bond Instl | — | — | — | $6.1M | 2.5% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $5.4M | 2.2% | |
| SUMMIT SMALL CAP GROWTH FOUNDERS CL ALTA TRUST · EIN 92-2064863 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.8% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $4.4M | 1.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $4.2M | 1.7% | |
| various maturities through September 2034 -0- | — | — | — | $4.2M | 1.7% | |
| BRANDYWINE EXTENDED MARKET FOUNDERS ALTA TRUST · EIN 92-2109325 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.5% | |
| American Century American Century Small Cap Value R6 | — | — | — | $3.8M | 1.5% | |
| Artisan Partners Artisan High Income Institutional | — | — | — | $3.1M | 1.3% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $3.1M | 1.3% | |
| WILMINGTON/BLACKROCK MD CP EQ IDX R WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $2.8M | 1.1% | |
| Parnassus Core Equity Investor | — | — | — | $2.6M | 1.0% | |
| Transamerica Mid Cap Value Opportunities R4 | — | — | — | $2.4M | 1.0% | |
| Dimensional DFA International Small Company I | — | — | — | $2.4M | 1.0% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $1.9M | 0.8% | |
| Vanguard Target Retirement Income Inv | — | — | — | $1.2M | 0.5% | |
| ^ Funds held in insurance company general account * Transamerica Financial Life Ins. Co. TFLIC Stable | — | — | — | $1.0M | 0.4% | |
| Principal Real Estate Securities R6 | — | — | — | $1.0M | 0.4% |