Original filing (PDF)20241007143459NAL0016242257001

MEDICAL AND FINANCIAL MANAGEMENT, INC.

Name: MEDICAL AND FINANCIAL MANAGEMENT, INC. — MARTIN MEMORIAL HEALTH SYSTEMS 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: MEDICAL AND FINANCIAL MANAGEMENT, INC.

Form 5500

FILING_RECEIVED

MARTIN MEMORIAL HEALTH SYSTEMS 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDICAL AND FINANCIAL MANAGEMENT, INC..

Plan sponsor

Name

MEDICAL AND FINANCIAL MANAGEMENT, INC.

EIN

59-2320501

Address

300 HOSPITAL AVE · STUART, FL · 349942338

Phone

(772) 223-5945

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-04

Filed

2024-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

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.

			% of plan
THE CCF DC PLANS MASTER TRUST THE CLEVELAND CLINIC FOUNDATION · EIN 84-6576268 / PN 012	Master Trust	$0	—

1–1 of 1

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