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Original filing (PDF)20250731112547NAL0005174001001
MEDIC, INC.
Form 5500
FILING_RECEIVED
MEDIC, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
133
Accounts w/ balance
147
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDIC, INC..
Plan sponsor
Name
MEDIC, INC.
EIN
62-0598756
Address
1601 AILOR AVENUE · KNOXVILLE, TN · 379216702
Phone
(865) 524-3074
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
PUGH CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | 62-1291257 | — | NONE | $57K | — |
Investments
23 direct securities · 1 pooled fund· $10.3M(100% 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
$9.6M
23 holdings
Common Collective Trust
$689K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd #540 Adm Shs Mutual Fund | — | — | — | $1.8M | 17.9% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $852K | 8.3% | |
| Vanguard Value Index Admiral #506 Mutual Fund | — | — | — | $742K | 7.2% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $689K | 6.7% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 Mutual Fund | — | — | — | $605K | 5.9% | |
| BlackRock LifePath Index Retirement Fund K Mutual Fund | — | — | — | $566K | 5.5% | |
| BlackRock LifePath Index 2045 Fund K Mutual Fund | — | — | — | $552K | 5.4% | |
| Nationwide WCM Focused Small Cap R6 Mutual Fund | — | — | — | $419K | 4.1% | |
| Causeway International Value Instl Mutual Fund | — | — | — | $399K | 3.9% | |
| Metropolitan West Intermediate Bond I Mutual Fund | — | — | — | $378K | 3.7% | |
| BlackRock LifePath Index 2030 Fund K Mutual Fund | — | — | — | $374K | 3.6% | |
| JP Morgan Emerging Markets Equity R6 Mutual Fund | — | — | — | $362K | 3.5% | |
| JP Morgan Core Bond R6 Mutual Fund | — | — | — | $359K | 3.5% | |
| BlackRock LifePath Index 2035 Fund K Mutual Fund | — | — | — | $342K | 3.3% | |
| BlackRock LifePath Index 2040 Fund K Mutual Fund | — | — | — | $328K | 3.2% | |
| Blackrock Strategic Income Opps K Mutual Fund | — | — | — | $311K | 3.0% | |
| Conestoga Small Cap Inst'l Mutual Fund | — | — | — | $275K | 2.7% | |
| BlackRock LifePath Index 2055 Fund K Mutual Fund | — | — | — | $212K | 2.1% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $206K | 2.0% | |
| BlackRock LifePath Index 2050 Fund K Mutual Fund | — | — | — | $166K | 1.6% | |
| BlackRock LifePath Index 2065 Fund K Mutual Fund | — | — | — | $130K | 1.3% | |
| BlackRock LifePath Index 2060 Fund K Mutual Fund | — | — | — | $96K | 0.9% | |
| Vanguard Inflation-Protected Sec Fd Admiral Mutual Fund | — | — | — | $62K | 0.6% | |
| JPMorgan US Govt Mmkt Capital Money Market Fund | — | — | — | $27K | 0.3% |
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