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Original filing (PDF)20251003094647NAL0001237841001
ENGAGEMED, INC.
Form 5500
FILING_RECEIVED
ENGAGEMED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,060
Accounts w/ balance
1,200
Plan assets (EOY)
$49.2M
Net assets (EOY)
$49.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
56 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
- 48 bps in Schedule C fees — 65% 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 ENGAGEMED, INC..
Plan sponsor
Name
ENGAGEMED, INC.
EIN
71-0765533
Address
5125 NORTHSHORE DRIVE · NORTH LITTLE ROCK, AR · 72118
Phone
(501) 224-1690
Industry
Professional & Technical Servicessee 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
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
HCJ CPAS & ADVISORS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $156K | — |
| PENSION CONSULTANTS, INC.P | — | SPRINGFIELD, MO | RETAINED BY EMPLOYER | $60K | — |
| HCJ CPAS & ADVISORS, PLLC | 71-0650689 | — | RETAINED BY EMPLOYER | $20K | — |
Investments
55 direct securities · 3 pooled funds· $92.3M(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
$90.5M
55 holdings
Common Collective Trust
$1.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Global Ex U.S. Index Fund Value of Interest in Registered Investment Companies ** 557 Fidelity Large Cap Growth Index Fund Value of Interest in Registered Investment Companies | — | — | — | $7.7M | 15.7% | |
| Fidelity Global Ex U.S. Index Fund Value of Interest in Registered Investment Companies ** 743 Fidelity Large Cap Growth Index Fund Value of Interest in Registered Investment Companies | — | — | — | $7.1M | 14.4% | |
| Fidelity Large Cap Value Index Fund Value of Interest in Registered Investment Companies | — | — | — | $6.0M | 12.3% | |
| Fidelity Large Cap Value Index Fund Value of Interest in Registered Investment Companies | — | — | — | $6.0M | 12.1% | |
| American Target 2035 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $3.1M | 6.4% | |
| American Target 2030 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $3.1M | 6.2% | |
| Emerald Growth Fund Institutional Value of Interest in Registered Investment Companies | — | — | — | $3.0M | 6.0% | |
| Emerald Growth Fund Institutional Value of Interest in Registered Investment Companies | — | — | — | $2.9M | 5.9% | |
| American Target 2040 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $2.9M | 5.8% | |
| Lazard International Strategic Value of Interest in Registered Investment Equity Portfolio Institutional Companies | — | — | — | $2.8M | 5.7% | |
| JP Morgan Undiscovered Managers Value of Interest in Registered Investment Behavioral Value R6 Companies | — | — | — | $2.7M | 5.6% | |
| Lazard International Strategic Value of Interest in Registered Investment Equity Portfolio Institutional Companies | — | — | — | $2.6M | 5.4% | |
| JP Morgan Undiscovered Managers Value of Interest in Registered Investment Behavioral Value R6 Companies | — | — | — | $2.5M | 5.0% | |
| American Target 2030 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $2.4M | 5.0% | |
| American Target 2035 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $2.3M | 4.6% | |
| JP Morgan Mortgage-Backed Value of Interest in Registered Investment Securities Fund Companies | — | — | — | $2.0M | 4.1% | |
| American Target 2040 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $2.0M | 4.0% | |
| American Target 2045 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $2.0M | 4.0% | |
| Payden Corporate Bond SI Value of Interest in Registered Investment Companies | — | — | — | $2.0M | 4.0% | |
| American Target 2025 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $1.9M | 3.9% | |
| American Target 2050 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $1.9M | 3.9% | |
| JP Morgan Mortgage-Backed Value of Interest in Registered Investment Securities Fund Companies | — | — | — | $1.8M | 3.7% | |
| Payden Corporate Bond SI Value of Interest in Registered Investment Companies | — | — | — | $1.8M | 3.6% | |
| Participant Loans Secured by Vested Benefits with Interest Rates Ranging from 4.25% to 9.50% - | — | — | — | $1.6M | 3.3% | |
| American Target 2025 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $1.6M | 3.1% | |
| American Target 2045 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $1.5M | 3.0% | |
| STABLE VALUE FUND M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| American Target 2050 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $1.3M | 2.6% | |
| Galliard Stable Value Fund Value of Interest in Common and Collective Trust | — | — | — | $1.2M | 2.5% | |
| Participant Loans Secured by Vested Benefits with Interest Rates Ranging from 4.25% to 9.50% - | — | — | — | $1.1M | 2.3% | |
| American Target 2055 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $1.1M | 2.3% | |
| American Target 2060 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $959K | 1.9% | |
| American Target 2055 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $856K | 1.7% | |
| Fidelity Total Market Index Fund Value of Interest in Registered Investment Companies | — | — | — | $742K | 1.5% | |
| American Target 2060 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $657K | 1.3% | |
| Allspring Special Mid-Cap Value of Interest in Common and Collective Trust | — | — | — | $570K | 1.2% | |
| American Target 2020 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $560K | 1.1% | |
| American Target 2020 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $538K | 1.1% | |
| American Target 2065 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $495K | 1.0% | |
| Allspring Special Mid-Cap Value of Interest in Common and Collective Trust | — | — | — | $472K | 1.0% | |
| SPECIAL MC VAL CIT E WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $472K | 1.0% | |
| Vanguard U.S. Government Value of Interest in Registered Investment Money Market Companies | — | — | — | $470K | 1.0% | |
| Carillon Eagle Mid-Cap Growth Value of Interest in Common and Collective Trust | — | — | — | $467K | 0.9% | |
| Fidelity Mid Cap Growth Index Fund Value of Interest in Registered Investment Companies | — | — | — | $420K | 0.9% | |
| Vanguard U.S. Government Value of Interest in Registered Investment Money Market Companies | — | — | — | $411K | 0.8% | |
| Fidelity Total Market Index Fund Value of Interest in Registered Investment Companies | — | — | — | $264K | 0.5% | |
| American Target 2065 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $205K | 0.4% | |
| American Target 2015 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $117K | 0.2% | |
| American Target 2010 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $112K | 0.2% | |
| American Target 2010 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $100K | 0.2% | |
| American Target 2015 Fund R6 Value of Interest in Registered Investment Companies | — | — | — | $91K | 0.2% | |
| Fidelity U.S. Bond Index Fund Value of Interest in Registered Investment Companies | — | — | — | $70K | 0.1% | |
| Artisan High Income Fund Value of Interest in Registered Investment Companies | — | — | — | $13K | <0.1% | |
| Artisan High Income Fund Value of Interest in Registered Investment Companies | — | — | — | $10K | <0.1% | |
| Cohen & Steers Real Estate Value of Interest in Registered Investment Securities Fund Z Companies | — | — | — | $9K | <0.1% | |
| Cohen & Steers Real Estate Value of Interest in Registered Investment Securities Fund Z Companies | — | — | — | $4K | <0.1% | |
| Fidelity U.S. Bond Index Fund Value of Interest in Registered Investment Companies | — | — | — | $2K | <0.1% | |
| MID CAP GROWTH CIT CARILLON EAGLE · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |