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Original filing (PDF)20250908122538NAL0019444097001
MED ADVANTAGE LLC
Form 5500
FILING_RECEIVED
MED ADVANTAGE 401(K) PLAN
401(k) retirement plan
Signals · 2
~80 bps in Sched C feesNo recordkeeper disclosed
Active participants
216
Accounts w/ balance
119
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Participation health
80
Knocking points off
- 80 bps in Schedule C fees — 53% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MED ADVANTAGE LLC.
Plan sponsor
Name
MED ADVANTAGE LLC
EIN
45-5586938
Address
2 BROAD STREET · STE 401 · BLOOMFIELD, NJ · 07003
Phone
(973) 264-4669
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH BOWN+PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $20K | — |
| WELLS FARGO ADVISORS. | — | ST. LOUIS, MO | NONE | $7K | — |
Investments
25 direct securities· $3.1M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $661K | 20.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $469K | 14.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $332K | 10.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $309K | 9.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $289K | 8.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $210K | 6.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $142K | 4.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $114K | 3.5% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $97K | 3.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $76K | 2.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $69K | 2.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $66K | 2.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $58K | 1.8% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $53K | 1.6% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $42K | 1.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $31K | 0.9% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $27K | 0.8% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $25K | 0.8% | |
| Goldman Sachs Intl Eq Insights R6 Goldman Sachs 0 | — | — | — | $10K | 0.3% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $8K | 0.2% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $7K | 0.2% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $4K | 0.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $1K | <0.1% | |
| Principal SmallCap Value II R6 Principal 0 | — | — | — | $1K | <0.1% |
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