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Original filing (PDF)20251014142739NAL0006422402001
PSI-MED, INC.
Form 5500
FILING_RECEIVED
PSI-MED, INC.401(K) PLAN
401(k) retirement plan
Active participants
137
Accounts w/ balance
161
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSI-MED, INC..
Plan sponsor
Name
PSI-MED, INC.
EIN
55-0708334
Address
PO BOX 9569 · SOUTH CHARLESTON, WV · 25309
Phone
(304) 776-7606
Industry
Outpatient Care Centers· 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HERMAN + CORMANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK NEW YORK, NY | INVESTMENT ADVISOR | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | — | PITTSBURGH, PA | CONTRACT ADMIN | $780 | — |
Investments
20 direct securities· $4.2M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035TRGT DATE | — | — | $983K | $963K | 21.8% | |
| AMERICAN FUNDS 2040 TRGT DATE | — | — | $897K | $912K | 20.6% | |
| AMERICAN FUNDS 2030 TRGT DATE | — | — | $900K | $904K | 20.4% | |
| AMERICAN FUNDS 2045 TRGT DATE | — | — | $509K | $535K | 12.1% | |
| AMERICAN FUNDS 2050 TRGT DATE | — | — | $330K | $338K | 7.6% | |
| AMERICAN FUNDS 2025 TRGT DATE | — | — | $198K | $194K | 4.4% | |
| AMERICAN FUNDS 2055 TRGT DATE | — | — | $122K | $131K | 3.0% | |
| DREYFUS GOVERNMENT CASH MGMT I 37 AMERICAN FUNDS 2020 TRGT DATE | — | — | $67K | $64K | 1.5% | |
| AMERICAN FUNDS 2060 TRGT DATE | — | — | $55K | $59K | 1.3% | |
| AMERICAN FUNDS 2015 TRGT DATE | — | — | $35K | $33K | 0.8% | |
| FIDELITY 500 INDEX | — | — | $18K | $22K | 0.5% | |
| FIDELITY ADVISOR SMALL CAP Z | — | — | $16K | $16K | 0.4% | |
| AMERICAN FUNDS 2065 TRGT DATE | — | — | $13K | $14K | 0.3% | |
| ISHARES US AGGREGATE BOND INDE | — | — | $13K | $13K | 0.3% | |
| JANUS HENDERSON GROWTH AND INC | — | — | $13K | $13K | 0.3% | |
| FIDELITY SMALL CAP INDEX 252 ALLSPRING SPECIAL MID CAP VALU | — | — | $8K | $8K | 0.2% | |
| ISHARES MSCI EAFE INTERNATIONA 157 INVESCO REAL ESTATE | — | — | $5K | $5K | 0.1% | |
| JP MORGAN EMERGING MARKETS EQU | — | — | $3K | $3K | <0.1% | |
| BLACKROCK TOTAL RETURN K 316 301 EI Fixed Account Series ClassI | — | — | — | $2K | <0.1% | |
| FIDELITY MID CAP INDEX | — | — | $1K | $1K | <0.1% |
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