Back to filter
Original filing (PDF)20251013121930NAL0000584083001
MEDHQ, LLC
Form 5500
FILING_RECEIVED
MEDHQ, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
814
Accounts w/ balance
1,674
Plan assets (EOY)
$45.4M
Net assets (EOY)
$45.4M
How this plan invests
This plan
40 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
- 75 bps in Schedule C fees — 158% 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 MEDHQ, LLC.
Plan sponsor
Name
MEDHQ, LLC
EIN
77-0615561
Address
FOUR WESTBROOK CORPORATE CENTER · SUITE 430 · WESTCHESTER, IL · 60154
Phone
(708) 492-0519
Industry
Admin Support & Waste Mgmtsee 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
2025-10-13
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)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JASON F. CLAUSEN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LCM CAPITAL MANAGEMENT | — | CHICAGO, IL | INV ADVISOR | $97K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $224K | — |
| MEDHQ, LLC | 77-0615561 | — | PLAN ADMINISTRATOR | $19K | — |
Investments
40 direct securities· $45.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard VFIAX - Vanguard 500 Index Admiral | — | — | — | $4.0M | 8.8% | |
| Vanguard VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $3.9M | 8.5% | |
| Vanguard VIGAX - Vanguard Growth Index Admiral | — | — | — | $3.2M | 7.1% | |
| Vanguard VTIVX - Vanguard Target Retirement 2045 | — | — | — | $3.1M | 6.9% | |
| Vanguard VFIFX - Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $3.0M | 6.6% | |
| Vanguard VFORX - Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $3.0M | 6.5% | |
| Vanguard VTHRX - Vanguard Target Retirement 2030 | — | — | — | $2.6M | 5.8% | |
| Columbia CDDRX - Columbia Dividend Income R5 | — | — | — | $2.1M | 4.7% | |
| Vanguard VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $2.1M | 4.5% | |
| Vanguard VBIRX - Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $2.0M | 4.4% | |
| Vanguard VTTVX - Vanguard Target Retirement 2025 | — | — | — | $1.8M | 4.1% | |
| Vanguard VBILX - Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $1.6M | 3.6% | |
| Vanguard VIMAX - Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $1.2M | 2.6% | |
| Dodge & Cox DODFX - Dodge & Cox International Stock | — | — | — | $1.1M | 2.4% | |
| Vanguard VUSUX - Vanguard Long-Term Treasury Admiral | — | — | — | $1.1M | 2.3% | |
| Vanguard VSMAX - Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $970K | 2.1% | |
| American Funds RERGX - American Funds EuroPacific Growth Fund Class R6 | — | — | — | $915K | 2.0% | |
| Participant Loans 4.25 - 10.50 % | — | — | — | $913K | 2.0% | |
| Vanguard VTTSX - Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $895K | 2.0% | |
| Vanguard VMGMX - Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $878K | 1.9% | |
| Dimensional Fund Advisors DFCEX - DFA Emerging Markets Core Equity Portfolio Institutional Class | — | — | — | $790K | 1.7% | |
| Vanguard VTWNX - Vanguard Target Retirement 2020 | — | — | — | $475K | 1.0% | |
| Vanguard VTINX - Vanguard Target Retirement Income Fund Investor Class | — | — | — | $417K | 0.9% | |
| Federated QBHTQ - Federated Capital Pres Fd Cl I | — | — | — | $336K | 0.7% | |
| Pioneer PICYX - Pioneer Bond Fund Y | — | — | — | $311K | 0.7% | |
| T. Rowe Price PRDSX - T. Rowe Price Qm Us Small Cap Growth Eq | — | — | — | $293K | 0.6% | |
| T. Rowe Price PRNHX - T. Rowe Price New Horizons | — | — | — | $287K | 0.6% | |
| Vanguard VLXVX - Vanguard Target Retirement 2065 Inv | — | — | — | $241K | 0.5% | |
| Dimensional Fund Advisors DFFVX - DFA US Targeted Port | — | — | — | $240K | 0.5% | |
| Vanguard VWILX - Vanguard Int'L Growth Admiral | — | — | — | $225K | 0.5% | |
| Federated FIHBX - Federated Inst High Yield Bond Inst | — | — | — | $223K | 0.5% | |
| Columbia CLREX - Columbia Balanced R5 | — | — | — | $195K | 0.4% | |
| Franklin/Templeton FGADX - Franklin Gold And Precious Metals | — | — | — | $136K | 0.3% | |
| BlackRock MAGRX - BlackRock Natural Resources Trust Inst | — | — | — | $127K | 0.3% | |
| Vanguard VWIAX - Vanguard Wellesley Income Adm | — | — | — | $124K | 0.3% | |
| American Century AMDVX - American Century Midcap Value R6 | — | — | — | $124K | 0.3% | |
| Oppenheimer Funds OIBIX - Oppenheimer Int'L Bond I | — | — | — | $81K | 0.2% | |
| Cohen & Steers CSRIX - Cohen & Steers Realty Shares Inst | — | — | — | $76K | 0.2% | |
| Neuberger & Berman NRIQX - Neuberger Berman Int'L Equity R6 | — | — | — | $74K | 0.2% | |
| Vanguard VSVNX - Vanguard Target Retirement 2070 | — | — | — | $30K | <0.1% |
Related plans
Other plans using SLAVIC INTEGRATED ADMINISTRATION
JUSTWORKS EMPLOYMENT GROUP, LLC
JUSTWORKS RETIREMENT SAVINGS PLAN
$3.9B · 147,007 participants
OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES
OASIS RETIREMENT SAVINGS PLAN
$2.1B · 84,093 participants
G & A OUTSOURCING, INC. DBA G & A PARTNERS
G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN
$1.4B · 34,105 participants
THE S2 HR GROUP, LLC
ENGAGE PEO RETIREMENT SAVINGS PLAN
$1.0B · 30,449 participants
VENSURE EMPLOYER SERVICES, INC.
VENSURE EMPLOYER SERVICES, INC. 401(K) PROFIT SHARING PLAN
$982.5M · 30,380 participants
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.
PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN
$558.5M · 10,980 participants
Similar-size Admin Support & Waste Mgmt plans
PLAN PROFESSIONALS, LLC
YOUR 401(K) PLAN
$46.1M · 7,922 participants
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUND
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUND
$44.2M
BAY RIDGE AUTOMOTIVE MANAGEMENT CORP.
BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. 401(K) EMPLOYEE SAVINGS PLAN
$46.6M · 854 participants
BOARD OF TRUSTEES OF TEAMSTERS JOINT COUNCIL NO. 16 PENSION FUND
TEAMSTERS JOINT COUNCIL NO. 16 PENSION FUND
$43.6M · 253 participants
IQEQ US MANAGEMENT COMPANY, LLC
IQEQ US MANAGEMENT CO. LLC RETIREMENT PLAN
$47.5M · 582 participants
SHEAKLEY WORKFORCE MANAGEMENT SERVICES, LLC DBA SHEAKLEY PENSION
TOTAL PEP SOLUTIONS
$47.8M · 964 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B