How big is Medefy Health's plan?

Medefy Health's plan reported $1.7M in assets and 70 participants for 2025.

Original filing (PDF)20260507102946NAL0002103299001

Medefy Health

Name: Medefy Health — Medefy 401(k) Plan, Form 5500 (2025)
Creator: Medefy Health
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Medefy 401(k) Plan

401(k) retirement plan · Medefy Health's Medefy 401(k) Plan held $1.7M in plan assets for 70 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Melissa Lockhart signed Medefy Health's 2025 Form 5500 as plan administrator.

Melissa Lockhart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Medefy Health's EIN is 46-1822466.

EIN 46-1822466

Plan number 001

Plan year 2025

ACK ID 20260507102946NAL0002103299001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Medefy Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Medefy Health's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDEFY HEALTH.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off