Original filing (PDF)20250923165032NAL0008304787001

MEDISOLV, INC.

Name: MEDISOLV, INC. — MEDISOLV RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: MEDISOLV, INC.

Form 5500

FILING_RECEIVED

MEDISOLV RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

146

Accounts w/ balance

137

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Helping the score

Below-peer total fees (1 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDISOLV, INC..

Plan sponsor

Name

MEDISOLV, INC.

EIN

52-2175642

Address

10960 GRANTCHESTER WAY · SUITE 520 · COLUMBIA, MD · 21044

Phone

(443) 539-0505

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

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

KBF CPAS - AUDIT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

31 direct securities· $16.5M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Investments 500 Index Fund	—	—	—	$2.9M	17.8%
Fidelity Investments Freedom 2050 Fund Class K	—	—	—	$2.4M	14.3%
Fidelity Investments Freedom 2040 Fund Class K	—	—	—	$1.9M	11.5%
Fidelity Investments Freedom 2045 Fund Class K	—	—	—	$1.7M	10.2%
Fidelity Investments Freedom 2035 Fund Class K	—	—	—	$1.4M	8.4%
Fidelity Investments Blue Chip Growth Fund	—	—	—	$1.1M	6.8%
Fidelity Investments Freedom 2055 Fund Class K	—	—	—	$731K	4.4%
Fidelity Investments Government Money Market Fund	—	—	—	$677K	4.1%
Fidelity Investments Freedom 2025 Fund Class K	—	—	—	$517K	3.1%
Fidelity Investments Freedom 2030 Fund Class K	—	—	—	$503K	3.0%
Fidelity Investments Freedom 2060 Fund Class K	—	—	—	$442K	2.7%
Fidelity Investments Small Cap Growth Fund	—	—	—	$289K	1.8%
Invesco Diversified Dividend Fund R5 Class	—	—	—	$279K	1.7%
to 9.50% maturing through 2034) -	—	—	—	$247K	1.5%
Fidelity Investments Large Cap Stock Fund	—	—	—	$181K	1.1%
Fidelity Investments Total Bond Fund	—	—	—	$166K	1.0%
Fidelity Investments Worldwide Fund	—	—	—	$148K	0.9%
Fidelity Investments U.S. Bond Index Fund	—	—	—	$135K	0.8%
Fidelity Investments Freedom 2020 Fund Class K	—	—	—	$134K	0.8%
Principal Capital Appreciation Fund Class A	—	—	—	$107K	0.6%
Fidelity Investments Extended Market Index Fund	—	—	—	$102K	0.6%
Allspring Special Small Cap Value Fund - Class Admin	—	—	—	$102K	0.6%
Fidelity Investments Overseas Fund	—	—	—	$84K	0.5%
Fidelity Investments Freedom 2065 Fund Class K	—	—	—	$82K	0.5%
Causeway Emerging Markets Fund Investor Class	—	—	—	$46K	0.3%
MassMutual Small Cap Opportunities Fund Administrative Class	—	—	—	$44K	0.3%
Goldman Sachs Inflation Protected Securities Fund Investor Shares	—	—	—	$38K	0.2%
Fidelity Investments Global ex U.S. Index Fund	—	—	—	$28K	0.2%
Fidelity Investments Real Estate Investment Portfolio	—	—	—	$28K	0.2%
Fidelity Investments Freedom Income Fund Class K	—	—	—	$11K	<0.1%
Glenmede Small Cap Equity Portfolio Class Advisor	—	—	—	$2K	<0.1%