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Original filing (PDF)20251006114933NAL0003588321001
NUMED, INC.
Form 5500
FILING_RECEIVED
NUMED, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
134
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 NUMED, INC..
Plan sponsor
Name
NUMED, INC.
EIN
74-1827631
Address
1100 MOSELEY ROAD · CROSSROADS, TX · 76227
Phone
(940) 365-9777
Industry
Real Estatesee 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
2025-10-06
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)
Auditor
FARMER, FUQUA & HUFF, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS | 13-4071393 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $0 | — |
Investments
30 direct securities · 1 pooled fund· $32.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$16.5M
30 holdings
Pooled Separate Account
$16.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VRIAC VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16.1M | 97.7% | |
| VOYA Financial Vanguard 500 Index Fund Adm | — | — | — | $3.2M | 19.7% | |
| VOYA Financial AB Large Cap Growth Fund Z | — | — | — | $2.1M | 12.5% | |
| VOYA Financial Voya Index Solution 2035 Portfolio Z | — | — | — | $1.4M | 8.3% | |
| VOYA Financial Voya Index Solution 2045 Portfolio Z | — | — | — | $1.0M | 6.2% | |
| VOYA Financial Voya Index Solution 2030 Portfolio Z | — | — | — | $934K | 5.7% | |
| VOYA Financial AB Small Cap Growth Portfolio Z | — | — | — | $798K | 4.8% | |
| VOYA Financial Voya Index Solution 2025 Portfolio Z | — | — | — | $686K | 4.2% | |
| VOYA Financial AmCen Small Cap Value Fund R6 | — | — | — | $638K | 3.9% | |
| VOYA Financial American Funds Am Balanced R6 | — | — | — | $604K | 3.7% | |
| VOYA Financial Voya Index Solution 2040 Portfolio Z | — | — | — | $507K | 3.1% | |
| VOYA Financial Columbia Dividend Income Fund I3 | — | — | — | $476K | 2.9% | |
| VOYA Financial Voya Index Solution 2055 Portfolio Z | — | — | — | $421K | 2.6% | |
| VOYA Financial VY Baron Growth Port R6 | — | — | — | $407K | 2.5% | |
| VOYA Financial Vanguard Small Cap Index Fund Adm | — | — | — | $401K | 2.4% | |
| VOYA Financial iShares MSCI AEFE Intl Index Fund K | — | — | — | $396K | 2.4% | |
| VOYA Financial Vanguard Total Bond Mkt Index Fund Adm | — | — | — | $345K | 2.1% | |
| VOYA Financial Voya Index Solution 2050 Portfolio Z | — | — | — | $332K | 2.0% | |
| VOYA Financial Vanguard International Growth Adm | — | — | — | $315K | 1.9% | |
| VOYA Financial Columbia Sel Mid Cap Vsur I3 | — | — | — | $309K | 1.9% | |
| VOYA Financial Neuberger Berman Real Estate Fund R6 | — | — | — | $280K | 1.7% | |
| Participant Loans Various plan participants, interest at 5.25%- | — | — | — | $202K | 1.2% | |
| 2029 * VOYA Financial Voya Fixed Account | — | — | — | $183K | 1.1% | |
| VOYA Financial DFA Inflat-Prot Securities Port Inst | — | — | — | $132K | 0.8% | |
| VOYA Financial PIMCO Income Fund Inst | — | — | — | $101K | 0.6% | |
| VOYA Financial Black Rock High Yield Bond Part K | — | — | — | $86K | 0.5% | |
| VOYA Financial Vanguard Mid Cap Index Adm | — | — | — | $86K | 0.5% | |
| VOYA Financial Voya Index Solution 2060 Portfolio Z | — | — | — | $76K | 0.5% | |
| VOYA Financial AB Global Bond Fund A | — | — | — | $39K | 0.2% | |
| VOYA Financial Voya Index Solution Income Part Z | — | — | — | $23K | 0.1% | |
| VOYA Financial Voya Index Solution 2065 Portfolio Z | — | — | — | $23K | 0.1% |