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Original filing (PDF)20260119084001NAL0001747970001
MADISON-HAYWOOD DEVELOPMENTAL SERV
Form 5500
FILING_RECEIVED
MADISON-HAYWOOD DEVELOPMENTAL SERVICES, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
427
Accounts w/ balance
153
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
61 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MADISON-HAYWOOD DEVELOPMENTAL SERV.
Plan sponsor
Name
MADISON-HAYWOOD DEVELOPMENTAL SERV
EIN
62-1046018
Address
27 CONRAD DRIVE · JACKSON, TN · 38305
Phone
(731) 664-0855
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-19
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
ATA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISOR | $0 | — |
Investments
45 direct securities· $5.2M(100% of reported assets)
Uncategorized
$3.9M
43 holdings
Guaranteed Income / GIC
$811K
1 holding
Mutual Funds
$521K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Voya Retirement Insurance and Annuity Co. Voya Fixed Plus Account III | Guaranteed Income / GIC | — | — | $811K | 19.9% | |
| s * Voya Retirement Insurance and Annuity Co. Voya Solution 2035 Portfolio | Mutual Funds | — | — | $521K | 12.8% | |
| VOYA FINANCIAL VY TRwPr Cap Apprec Port Srv | — | — | — | $352K | 8.6% | |
| T Rowe Price T. Rowe Price Capital Appreciation | — | — | — | $352K | 8.6% | |
| VOYA FINANCIAL Voya Indx Solution 2045 P Adv | — | — | — | $322K | 7.9% | |
| VOYA FINANCIAL Voya Indx Solution 2025 P Adv | — | — | — | $308K | 7.6% | |
| VOYA FINANCIAL Amer Fnds The Grw of Amer R3 | — | — | — | $289K | 7.1% | |
| American Funds AF Growth | — | — | — | $289K | 7.1% | |
| VOYA FINANCIAL Amer Fnds Wash Mutual Inv R3 | — | — | — | $212K | 5.2% | |
| American Funds AF Washington Mutual | — | — | — | $212K | 5.2% | |
| Corebridge Annuities | — | — | — | $188K | 4.6% | |
| Voya Retirement Insurance and Annuity Co. Voya Solution 2050 Portfolio | — | — | — | $175K | 4.3% | |
| VOYA FINANCIAL Voya Indx Solution 2055 P Adv | — | — | — | $118K | 2.9% | |
| Voya Retirement Insurance and Annuity Co. Voya Small Company Portfolio | — | — | — | $100K | 2.5% | |
| American Funds AF New Perspective | — | — | — | $88K | 2.2% | |
| Participant Loans Notes receivable from participants (7.25-9.50%) | — | — | — | $82K | 2.0% | |
| Voya Retirement Insurance and Annuity Co. Voya US Stock Index Portfolio | — | — | — | $81K | 2.0% | |
| Voya Retirement Insurance and Annuity Co. Voya Income Solution Portfolio | — | — | — | $67K | 1.6% | |
| VOYA FINANCIAL Voya Mid Cap Opport Port I | — | — | — | $64K | 1.6% | |
| Voya Retirement Insurance and Annuity Co. Voya MidCap Opportunities | — | — | — | $64K | 1.6% | |
| VOYA FINANCIAL Voya Russell MdCp Indx Prt I | — | — | — | $63K | 1.6% | |
| VOYA FINANCIAL Voya Large Cap Growth Prt Ins | — | — | — | $60K | 1.5% | |
| American Funds AF Europacific | — | — | — | $52K | 1.3% | |
| VOYA FINANCIAL Amer Fnds EUPAC Fund R3 | — | — | — | $52K | 1.3% | |
| VALIC/COREBRIDGE FINANCIAL LOAN COLLATERAL FUND | — | — | — | $46K | 1.1% | |
| Voya Retirement Insurance and Annuity Co. Voya Solution 2030 Portfolio | — | — | — | $46K | 1.1% | |
| VALIC/COREBRIDGE FINANCIAL FIXED ACCOUNT PLUS | — | — | — | $38K | 0.9% | |
| VALIC/COREBRIDGE FINANCIAL SCIENCE & TECHNOLOGY FUND | — | — | — | $31K | 0.8% | |
| Voya Retirement Insurance and Annuity Co. Voya High Yield | — | — | — | $30K | 0.7% | |
| VALIC/COREBRIDGE FINANCIAL VANGUARD WINDSOR II | — | — | — | $24K | 0.6% | |
| VALIC/COREBRIDGE FINANCIAL STOCK INDEX FUND | — | — | — | $14K | 0.3% | |
| VOYA FINANCIAL Voya Indx Solution 2040 Pt Adv | — | — | — | $12K | 0.3% | |
| Voya Retirement Insurance and Annuity Co. Voya Intermediate Bond | — | — | — | $11K | 0.3% | |
| Voya Retirement Insurance and Annuity Co. Voya Solutions 2060 | — | — | — | $9K | 0.2% | |
| VALIC/COREBRIDGE FINANCIAL INTERNATIONAL VALUE FUND | — | — | — | $8K | 0.2% | |
| Voya Retirement Insurance and Annuity Co. Voya Columbia Small Cap Value | — | — | — | $8K | 0.2% | |
| VALIC/COREBRIDGE FINANCIAL GROWTH FUND | — | — | — | $5K | 0.1% | |
| VALIC/COREBRIDGE FINANCIAL GS VIT GOV MONEY MKT FD INST | — | — | — | $5K | 0.1% | |
| VALIC/COREBRIDGE FINANCIAL LARGE CAPITAL GROWTH | — | — | — | $4K | <0.1% | |
| VALIC/COREBRIDGE FINANCIAL VANGUARD WELLINGTON FUND INC | — | — | — | $4K | <0.1% | |
| VALIC/COREBRIDGE FINANCIAL SHORT TERM FIXED ACCOUNT | — | — | — | $4K | <0.1% | |
| VOYA FINANCIAL Amer Fnds Fundamental Invt R3 | — | — | — | $2K | <0.1% | |
| American Funds AF Fundmental Investors | — | — | — | $2K | <0.1% | |
| VALIC/COREBRIDGE FINANCIAL LOAN ESCROW FUND | — | — | — | $2K | <0.1% | |
| VALIC/COREBRIDGE FINANCIAL EMERGING ECONOMIES | — | — | — | $1K | <0.1% |
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