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Original filing (PDF)20250916051037NAL0001635857001
MEDSPHERE SYSTEMS CORPORATION
Form 5500
FILING_RECEIVED
MEDSPHERE SYSTEMS CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
162
Accounts w/ balance
274
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID 500 IND" is 28% of plan.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDSPHERE SYSTEMS CORPORATION.
Plan sponsor
Name
MEDSPHERE SYSTEMS CORPORATION
EIN
46-0468810
Address
9980 S 300 W · SUITE 200 · SANDY, UT · 84070
Phone
(760) 692-3700
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $5K | — |
Investments
27 direct securities · 3 pooled funds· $11.0M(99% 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.
Registered Investment Companies
$10.1M
26 holdings
OTHER
$652K
1 holding
Common Collective Trust
$175K
2 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.1M | 28.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.4M | 12.4% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $931K | 8.4% | |
| INVESTMENTS LINCOLN STABLE VALUE Z830X | OTHER | — | — | $652K | 5.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $559K | 5.1% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $541K | 4.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $509K | 4.6% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $409K | 3.7% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $383K | 3.5% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $329K | 3.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $317K | 2.9% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $270K | 2.4% | |
| NUVEEN LC INDEX 2055 R6 15 REGISTERED INVESTMENT COMPANY FID US BOND IND | Registered Investment Companies | — | — | $223K | 2.0% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $185K | 1.7% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $185K | 1.7% | |
| BROWN ADV SUST GROWTH INVESTOR 249 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $183K | 1.6% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $178K | 1.6% | |
| PIONEER BOND FUND TRUST - MSG WILMINGTON TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $175K | 1.6% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $90K | 0.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $80K | 0.7% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $78K | 0.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $71K | 0.6% | |
| NUVEEN LC INDEX 2015 R6 12 REGISTERED INVESTMENT COMPANY DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $48K | 0.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $37K | 0.3% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| JAN HEND GLBL TECH INN I | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND/PGIM FUND EMPOWPER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% |
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