How big is Med-South, Inc.'s plan?

Med-South, Inc.'s plan reported $3.9M in assets and 325 participants for 2024.

Original filing (PDF)20250924141602NAL0007660321001

Med-South, Inc.

Name: Med-South, Inc. — Med-South, Inc. 401(k) Savings, Form 5500 (2024)
Creator: Med-South, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Med-South, Inc. 401(k) Savings Plan

401(k) retirement plan · Med-South, Inc.'s Med-South, Inc. 401(k) Savings Plan held $3.9M in plan assets for 325 participants in 2024, with Principal as recordkeeper.

Signals · 3

93% employer stockCorrective distributions issued~147 bps in Sched C fees

Active participants

325

Accounts w/ balance

203

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Bradley Oldham signed Med-South, Inc.'s 2024 Form 5500 as plan administrator.

Bradley Oldham — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Med-South, Inc.'s EIN is 63-0714407.

EIN 63-0714407

Plan number 001

Plan year 2024

ACK ID 20250924141602NAL0007660321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Med-South, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Med-South, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

13 pooled trusts

Schedule D

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (10th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

MED-SOUTH, INC.

EIN

all filings

Address

406 MEDICAL CENTER DRIVE · JASPER, AL · 35501

Phone

(205) 221-8263

Industry

Retail Trade

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$41K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GLOBAL	20-8764829	—	INVESTMENT ADVISORY	$17K	—

Investments

19 direct securities · 13 pooled funds· $7.5M(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.

Common Stocks

$3.6M

14 holdings

Common Collective Trust

$3.5M

12 holdings

Other securities

$188K

2 holdings

Mutual Funds

$106K

3 holdings

Pooled Separate Account

$77K

1 holding

					% of plan
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	—	—	$845K	21.4%
Principal Global Investors Trust Co	Common Stocks	—	—	$845K	21.4%
Principal Global Investors Trust Co	Common Stocks	—	—	$710K	18.0%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	—	—	$710K	18.0%
Principal Global Investors Trust Co	Common Stocks	—	—	$688K	17.4%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	—	—	$688K	17.4%
Principal Global Investors Trust Co	Common Stocks	—	—	$369K	9.4%
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	—	—	$369K	9.4%
Principal Global Investors Trust Co	Common Stocks	—	—	$289K	7.3%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	—	—	$289K	7.3%
Principal Global Investors Trust Co	Common Stocks	—	—	$242K	6.1%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	—	—	$242K	6.1%
PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012	Common Collective Trust	—	—	$155K	3.9%
Principal Life Insurance Company	Common Stocks	—	—	$155K	3.9%
Principal Global Investors Trust Co	Common Stocks	—	—	$138K	3.5%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	—	—	$138K	3.5%
T. Rowe Price Funds	Other securities	—	—	$134K	3.4%
Principal Global Investors Trust Co	Common Stocks	—	—	$120K	3.0%
PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	—	—	$77K	1.9%
MFS Investment Management	Mutual Funds	—	—	$77K	1.9%
BlackRock	Other securities	—	—	$54K	1.4%
PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	—	—	$35K	0.9%
Principal Global Investors Trust Co	Common Stocks	—	—	$35K	0.9%
PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	—	—	$32K	0.8%
Principal Global Investors Trust Co	Common Stocks	—	—	$32K	0.8%
The American Funds	Mutual Funds	—	—	$20K	0.5%
Eagle Financial Services, Inc.	Common Stocks	—	—	$10K	0.3%
Lord Abbett	Mutual Funds	—	—	$10K	0.2%
PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014	Common Collective Trust	—	—	$7K	0.2%
Principal Life Insurance Company	Common Stocks	—	—	$7K	0.2%
Principal Global Investors Trust Co	Common Stocks	—	—	$6K	0.2%
PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011	Common Collective Trust	—	—	$0	<0.1%