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Original filing (PDF)20250825050820NAL0003762067001
TITAN MEDICAL GROUP, LLC
Form 5500
FILING_RECEIVED
TITAN MEDICAL GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~82 bps in Sched C fees
Active participants
341
Accounts w/ balance
260
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
- 82 bps in Schedule C fees — 57% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TITAN MEDICAL GROUP, LLC.
Plan sponsor
Name
TITAN MEDICAL GROUP, LLC
EIN
47-0846142
Address
17225 BURT ST. · SUITE 300 · OMAHA, NE · 68118
Phone
(402) 332-5200
Industry
Offices of Physicians· 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
2025-08-25
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
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 | $40K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | 20-4553256 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
Investments
25 direct securities · 1 pooled fund· $7.9M(98% 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
$7.6M
25 holdings
Common Collective Trust
$235K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.5M | 18.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $980K | 12.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $786K | 9.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $772K | 9.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $726K | 9.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $641K | 8.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $453K | 5.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $409K | 5.1% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $235K | 2.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $223K | 2.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $154K | 1.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $152K | 1.9% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $144K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $144K | 1.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $101K | 1.3% | |
| VICTORY EMERGING MARKETS Y | Registered Investment Companies | — | — | $68K | 0.8% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $64K | 0.8% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $51K | 0.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $49K | 0.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $44K | 0.5% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $43K | 0.5% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $36K | 0.5% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $35K | 0.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $29K | 0.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $23K | 0.3% | |
| TCW METWEST TOTAL RET BOND I | Registered Investment Companies | — | — | $4K | <0.1% |