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Original filing (PDF)20251003135616NAL0001484273001
EXAMINETICS, INC.
Form 5500
FILING_RECEIVED
EXAMINETICS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
299
Accounts w/ balance
286
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
12 pooled trusts
Schedule D
32 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
- 62 bps in Schedule C fees — 114% 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 EXAMINETICS, INC..
Plan sponsor
Name
EXAMINETICS, INC.
EIN
68-0583591
Address
10561 BARKLEY PL · STE 400 · OVERLAND PARK, KS · 66212
Phone
(913) 748-2000
Industry
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
2025-10-03
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
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $48K | — |
| ENTERPRISE BANK & TRUST | 43-1706259 | — | NONE | $24K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
20 direct securities · 12 pooled funds· $11.6M(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
$6.0M
20 holdings
Common Collective Trust
$5.6M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Life Strategy Moderate Growth Fund Mutual Fund, 61,211.472 shares | — | — | $61K | $1.9M | 16.5% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $1.6M | 13.7% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | $34K | $1.3M | 11.4% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | $17K | $833K | 7.2% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | $11K | $542K | 4.7% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund, 2,816.751 shares | — | — | $3K | $525K | 4.5% | |
| Vanguard Life Strategy Conservative Growth Fund Mutual Fund, 20,702.885 shares | — | — | $21K | $423K | 3.6% | |
| Vanguard 500 Index Fund Mutual Fund, 769.013 shares | — | — | — | $417K | 3.6% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | $13K | $384K | 3.3% | |
| Vanguard Windsor II Admiral Shares Mutual Fund, 4,768.414 shares | — | — | $5K | $375K | 3.2% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual Fund 3,265.3 shares | — | — | $3K | $326K | 2.8% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | $11K | $319K | 2.7% | |
| Vanguard Small Cap Fund Mutual Fund, 2,464.013 shares | — | — | $2K | $284K | 2.4% | |
| Vanguard Life Strategy Growth Fund Mutual Fund, 6,003.827 shares | — | — | $6K | $265K | 2.3% | |
| Notes receivable from participants Various maturity dates through February 2035 | — | — | — | $233K | 2.0% | |
| Dodge & Cox Income Fund Mutual Fund, 18,563.457 shares | — | — | $19K | $230K | 2.0% | |
| Vanguard Total International Stock Index Admiral Mutual Fund, 6,632.981 shares | — | — | $7K | $210K | 1.8% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | $4K | $184K | 1.6% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | $7K | $173K | 1.5% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | $5K | $170K | 1.5% | |
| JPMorgan Mid Cap Value Fund Institutional Class Mutual Fund, 4,061.293 shares | — | — | $4K | $149K | 1.3% | |
| Vanguard Mid Cap Index Fund Admiral Status Mutual Fund, 427.777 shares | — | — | — | $140K | 1.2% | |
| Goldman Sachs GQG Mutual Fund, 6,087.168 shares | — | — | $6K | $119K | 1.0% | |
| Vanguard Inflation Protected Securities Fund Admiral Status Mutual Fund, 4,793.117 shares | — | — | $5K | $108K | 0.9% | |
| Vanguard Life Strategy Income Fund Mutual Fund, 5,020.932 shares | — | — | $5K | $75K | 0.7% | |
| Mainstay CBRE Real Estate Fund Mutual Fund, 7098.076 shares | — | — | $7K | $74K | 0.6% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $6K | $65K | 0.6% | |
| Vanguard Total Bond Market Index Fund Admiral Status Mutual Fund, 5,880.759 shares | — | — | $6K | $56K | 0.5% | |
| BlackRock Small Cap Growth Equity Institutional Fund Mutual Fund, 2,086.39 shares | — | — | $2K | $45K | 0.4% | |
| Segall Bryant & Hamill Small Cap Value Institutional Class Mutual Fund, 2,2,673.229 shares | — | — | $3K | $40K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $3K | <0.1% |
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