Back to filter
Original filing (PDF)20251015213358NAL0005629905001
MEDICAL FACULTY ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
MEDICAL FACULTY ASSOCIATES 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,567
Accounts w/ balance
3,938
Plan assets (EOY)
$345.1M
Net assets (EOY)
$345.1M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICAL FACULTY ASSOCIATES, INC..
Plan sponsor
Name
MEDICAL FACULTY ASSOCIATES, INC.
EIN
52-2220700
Address
2150 PENNSYLVANIA AVENUE NW · 10TH FLOOR · WASHINGTON, DC · 20006
Phone
(202) 741-3360
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | NONE | $124K | — |
| STRATEGIC ADVISORS, INC | 04-2654524 | — | NONE | $24K | — |
| TIAA | 13-1624203 | — | NONE | $375 | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $0 | — |
Investments
43 direct securities · 1 pooled fund· $333.2M(97% 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.
Uncategorized
$330.3M
43 holdings
Pooled Separate Account
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $40.1M | 11.6% | |
| Fidelity | — | — | — | $24.5M | 7.1% | |
| American Century | — | — | — | $20.4M | 5.9% | |
| American Century | — | — | — | $19.9M | 5.8% | |
| CREF | — | — | — | $19.1M | 5.5% | |
| American Century | — | — | — | $16.7M | 4.8% | |
| CREF | — | — | — | $15.5M | 4.5% | |
| Fidelity | — | — | — | $15.2M | 4.4% | |
| TIAA | — | — | — | $14.7M | 4.2% | |
| American Century | — | — | — | $13.1M | 3.8% | |
| American Century | — | — | — | $11.9M | 3.5% | |
| Fidelity | — | — | — | $11.9M | 3.4% | |
| American Century | — | — | — | $11.5M | 3.3% | |
| CREF | — | — | — | $9.2M | 2.7% | |
| American Century | — | — | — | $8.0M | 2.3% | |
| Fidelity | — | — | — | $7.0M | 2.0% | |
| Voya | — | — | — | $5.7M | 1.7% | |
| Fidelity | — | — | — | $5.7M | 1.6% | |
| Self-Directed Brokerage Accounts | — | — | — | $5.6M | 1.6% | |
| Prudential Retirement Insurance & Annuity Company | — | — | — | $5.4M | 1.6% | |
| CREF | — | — | — | $5.3M | 1.5% | |
| Fidelity | — | — | — | $5.1M | 1.5% | |
| American Century | — | — | — | $5.0M | 1.4% | |
| Neuberger Berman | — | — | — | $4.6M | 1.3% | |
| John Hancock | — | — | — | $4.0M | 1.2% | |
| CREF | — | — | — | $3.8M | 1.1% | |
| ClearBridge | — | — | — | $3.4M | 1.0% | |
| Fidelity | — | — | — | $3.4M | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.8M | 0.8% | |
| T. Rowe Price | — | — | — | $2.8M | 0.8% | |
| Fidelity | — | — | — | $1.9M | 0.5% | |
| CREF | — | — | — | $1.4M | 0.4% | |
| Notes receivable from participants | — | — | — | $1.4M | 0.4% | |
| Pioneer | — | — | — | $1.2M | 0.4% | |
| Fidelity | — | — | — | $1.2M | 0.4% | |
| John Hancock | — | — | — | $1.2M | 0.3% | |
| Invesco | — | — | — | $1.2M | 0.3% | |
| Loomis Sayles | — | — | — | $1.1M | 0.3% | |
| CREF | — | — | — | $771K | 0.2% | |
| CREF | — | — | — | $579K | 0.2% | |
| TIAA | — | — | — | $22K | <0.1% | |
| TIAA | — | — | — | $13K | <0.1% | |
| TIAA | — | — | — | $4K | <0.1% | |
| TIAA | — | — | — | $44 | <0.1% |