How big is Medtrade Inc.'s plan?

Medtrade Inc.'s plan reported $1.4M in assets and 9 participants for 2024.

Original filing (PDF)20250528160648NAL0007220033001

Medtrade Inc.

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

Form 5500-SF

FILING_RECEIVED

Medtrade Inc. 401(k) Plan

401(k) retirement plan · Medtrade Inc.'s Medtrade Inc. 401(k) Plan held $1.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Marcio Barbosa signed Medtrade Inc.'s 2024 Form 5500 as plan administrator.

Marcio Barbosa — 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

Medtrade Inc.'s EIN is 76-0737320.

EIN 76-0737320

Plan number 001

Plan year 2024

ACK ID 20250528160648NAL0007220033001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Medtrade 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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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MEDTRADE INC

EIN

all filings

Address

1300 POST OAK BOULEVARD · SUITE 1310 · HOUSTON, TX · 77056

Phone

(832) 831-3613

Industry

Wholesale 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

2025-05-28

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)

Small plans don't disclose service providers

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