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Original filing (PDF)20251015110659NAL0002296947001
MEDICAL MANAGEMENT & REHAB SERVICES INC.
Form 5500
FILING_RECEIVED
MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 3
~89 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
216
Accounts w/ balance
249
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
88 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Knocking points off
- 89 bps in Schedule C fees — 72% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICAL MANAGEMENT & REHAB SERVICES INC..
Plan sponsor
Name
MEDICAL MANAGEMENT & REHAB SERVICES INC.
EIN
52-1978838
Address
609 GLOBAL WAY, SUITE 113 · LINTHICUM, MD · 21090
Phone
(410) 332-8197
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
2025-10-15
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $12K | — |
| WPG ADVISERS, LLC | 83-1910009 | — | NONE | $8K | — |
| PROACCOUNT | 73-0988442 | — | NONE | $7K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $4K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $1K | — |
| NATIONWIDE RETIREMENT PLANS | 31-4156830 | COLUMBUS, OH | NONE | $804 | — |
Investments
86 direct securities· $7.1M(100% of reported assets)
Uncategorized
$6.7M
85 holdings
Mutual Funds
$408K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Admiral Shares Fund | Mutual Funds | — | — | $408K | 11.0% | |
| VNGRD GR INDX ADML MUTUAL FUND | — | — | — | $408K | 11.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $405K | 10.9% | |
| VNGRD TRGT RTRMT 2055 INV MUTUAL FUND | — | — | — | $405K | 10.9% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $283K | 7.6% | |
| VNGRD TRGT RTRMT 2060 INV MUTUAL FUND | — | — | — | $283K | 7.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $204K | 5.5% | |
| VNGRD TRGT RTRMT 2050 INV MUTUAL FUND | — | — | — | $204K | 5.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $179K | 4.8% | |
| VNGRD TRGT RTRMT 2045 INV MUTUAL FUND | — | — | — | $179K | 4.8% | |
| Fidelity 500 Index Fund | — | — | — | $122K | 3.3% | |
| FID 500 INDX MUTUAL FUND | — | — | — | $122K | 3.3% | |
| American Funds New World R6 Fund | — | — | — | $118K | 3.2% | |
| AMFDS NEW WLD R6 MUTUAL FUND | — | — | — | $118K | 3.2% | |
| VNGRD TRGT RTRMT 2040 INV MUTUAL FUND | — | — | — | $118K | 3.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $118K | 3.2% | |
| John Hancock Disciplined Value Mid Cap R6 Fund | — | — | — | $116K | 3.1% | |
| JNHNCK DSCPLD VAL MDCAP R6 MUTUAL FUND | — | — | — | $116K | 3.1% | |
| NW FIXED SELECT OPTION MUTUAL FUND | — | — | — | $103K | 2.8% | |
| BlackRock High Yield Bond Portfolio Fund | — | — | — | $100K | 2.7% | |
| Hartford Dividend and Growth Fund | — | — | — | $96K | 2.6% | |
| HARTFORD DIVD GR R6 MUTUAL FUND | — | — | — | $96K | 2.6% | |
| VNGRD TRGT RTRMT 2035 INV MUTUAL FUND | — | — | — | $96K | 2.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $96K | 2.6% | |
| maturing through November 2029 | — | — | — | $83K | 2.2% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.25% - 10.50% | — | — | — | $82K | 2.2% | |
| Fidelity International Index Fund | — | — | — | $74K | 2.0% | |
| FID INTL INDX MUTUAL FUND | — | — | — | $74K | 2.0% | |
| DODGECOX INTL STK CLASS I MUTUAL FUND | — | — | — | $73K | 2.0% | |
| Dodge & Cox International Stock Fund | — | — | — | $73K | 2.0% | |
| Goldman Sachs GQG Partners International Opportunities Fund | — | — | — | $72K | 1.9% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUND | — | — | — | $72K | 1.9% | |
| DFA U.S. Targeted Value Portfolio Fund | — | — | — | $68K | 1.8% | |
| DFA US TRGT VAL INST MUTUAL FUND | — | — | — | $68K | 1.8% | |
| Nationwide Life Insurance Company Loomis All Cap Growth Fund | — | — | — | $67K | 1.8% | |
| NW LOOMIS ALLCAP GR R6 MUTUAL FUND | — | — | — | $67K | 1.8% | |
| Vanguard International Growth Fund | — | — | — | $66K | 1.8% | |
| VNGRD INTL GR ADML MUTUAL FUND | — | — | — | $66K | 1.8% | |
| AVNTS US LGCAP VAL INST MUTUAL FUND | — | — | — | $63K | 1.7% | |
| Avantis U.S. Large Cap Value Fund | — | — | — | $63K | 1.7% | |
| JPMorgan Large Cap Growth R6 Fund | — | — | — | $59K | 1.6% | |
| JPM LGCAP GR R6 MUTUAL FUND | — | — | — | $59K | 1.6% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUND | — | — | — | $59K | 1.6% | |
| Avantis Emeging Markets Equity Fund | — | — | — | $59K | 1.6% | |
| JPM EQ INC R5 MUTUAL FUND | — | — | — | $57K | 1.5% | |
| JPMorgan Equity Income Fund | — | — | — | $57K | 1.5% | |
| VNGRD TRGT RTRMT 2025 INV MUTUAL FUND | — | — | — | $48K | 1.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $48K | 1.3% | |
| BAIRD AGGREGTE BD INST MUTUAL FUND | — | — | — | $47K | 1.3% | |
| Baird Aggregate Bond Fund | — | — | — | $47K | 1.3% | |
| PGIM Total Return Bond Fund | — | — | — | $45K | 1.2% | |
| PGIM TTL RTN BD R6 MUTUAL FUND | — | — | — | $45K | 1.2% | |
| FID US BD INDX MUTUAL FUND | — | — | — | $41K | 1.1% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $41K | 1.1% | |
| Vanguard 500 Index Fund | — | — | — | $40K | 1.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $38K | 1.0% | |
| VNGRD TRGT RTRMT 2030 INV MUTUAL FUND | — | — | — | $38K | 1.0% | |
| JPM INTL EQ R6 MUTUAL FUND | — | — | — | $37K | 1.0% | |
| JPMorgan International Equity R6 Fund | — | — | — | $37K | 1.0% | |
| MFS Mid Cap Growth R6 Fund | — | — | — | $36K | 1.0% | |
| MFS MDCAP GR R6 MUTUAL FUND | — | — | — | $36K | 1.0% | |
| DIAMOND HILL MDCAP I MUTUAL FUND | — | — | — | $35K | 0.9% | |
| PRNCPL GLBL REALEST R6 MUTUAL FUND | — | — | — | $34K | 0.9% | |
| Principal Global Real Estate Securities Fund | — | — | — | $34K | 0.9% | |
| AMCENT SMCAP GR R6 MUTUAL FUND | — | — | — | $34K | 0.9% | |
| American Century Small Cap Growth R6 Fund | — | — | — | $34K | 0.9% | |
| Legal & General Commodity Real Return Strategy Fund | — | — | — | $29K | 0.8% | |
| VNGRD TRGT RTRMT INC MUTUAL FUND | — | — | — | $25K | 0.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $25K | 0.7% | |
| PIMCO Real Return Fund | — | — | — | $23K | 0.6% | |
| DFA REALEST SEC MUTUAL FUND | — | — | — | $21K | 0.6% | |
| DFA Real Estate Securities Portfolio Fund | — | — | — | $21K | 0.6% | |
| Vanguard Explorer Fund Admiral Fund | — | — | — | $19K | 0.5% | |
| VNGRD EXPLR ADML MUTUAL FUND | — | — | — | $19K | 0.5% | |
| Avantis US Small Cap Value Fund | — | — | — | $18K | 0.5% | |
| AVNTS US SMCAP VAL INST MUTUAL FUND | — | — | — | $18K | 0.5% | |
| BLKRK TTL RTN K MUTUAL FUND | — | — | — | $12K | 0.3% | |
| BlackRock Total Return Fund | — | — | — | $12K | 0.3% | |
| Nationwide Life Insurance Company AB Global Bond Fund | — | — | — | $11K | 0.3% | |
| AB GLBL BD Z MUTUAL FUND | — | — | — | $11K | 0.3% | |
| VNGRD TRGT RTRMT 2065 INV MUTUAL FUND | — | — | — | $8K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $8K | 0.2% | |
| VNGRD SMCAP VAL INDX ADML MUTUAL FUND | — | — | — | $6K | 0.2% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $6K | 0.2% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUND | — | — | — | $4K | 0.1% | |
| Money Market Fund * Nationwide Life Insurance Company Federated Hermes Government Obligations Premier | — | — | — | $4K | 0.1% |