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Original filing (PDF)20251015163206NAL0002637059003
STEADYMD, INC.
Form 5500
FILING_RECEIVED
STEADYMD, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
167
Accounts w/ balance
118
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEADYMD, INC..
Plan sponsor
Name
STEADYMD, INC.
EIN
81-1780240
Address
30 MARYLAND PLAZA · 3RD FLOOR · ST. LOUIS, MO · 63108
Phone
(636) 577-0753
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
ALEXANDER & WILLIAMS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $10K | — |
| RENAISSANCE FINANCIAL CORP. | 41-1486060 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
25 direct securities · 1 pooled fund· $2.5M(98% 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
$2.4M
25 holdings
Common Collective Trust
$111K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Mutual Fund n/a | — | — | — | $458K | 18.2% | |
| Vanguard Target Retiremnt 2045 Mutual Fund n/a | — | — | — | $330K | 13.1% | |
| Vanguard Target Retiremnt 2060 Mutual Fund n/a | — | — | — | $292K | 11.6% | |
| Vanguard Target Retiremnt 2050 Mutual Fund n/a | — | — | — | $211K | 8.4% | |
| Vanguard Target Retiremnt 2040 Mutual Fund n/a | — | — | — | $205K | 8.2% | |
| Vanguard Target Retiremnt 2055 Mutual Fund n/a | — | — | — | $176K | 7.0% | |
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $111K | 4.4% | |
| Vanguard Target Retiremnt 2030 Mutual Fund n/a | — | — | — | $101K | 4.0% | |
| Vanguard Target Retiremnt 2065 Mutual Fund n/a | — | — | — | $78K | 3.1% | |
| Vanguard Mid Cap Index Mutual Fund n/a | — | — | — | $60K | 2.4% | |
| VANGUARD INTRM TRM TRSY INDX ADMIRAL Mutual Fund n/a 92 * Vanguard Mid-Cap Growth Index Mutual Fund n/a | — | — | — | $56K | 2.2% | |
| Schwab Fdmtl Intl Eqty Idx Mutual Fund n/a | — | — | — | $51K | 2.0% | |
| Vanguard Target Retiremnt 2035 Mutual Fund n/a | — | — | — | $50K | 2.0% | |
| William Blair Large Cap Growth Mutual Fund n/a | — | — | — | $47K | 1.9% | |
| DFA US Small Cap Value Mutual Fund n/a | — | — | — | $46K | 1.8% | |
| Vanguard Small Cap Index Mutual Fund n/a | — | — | — | $40K | 1.6% | |
| Morgan Stanley Inst Intl Opp Mutual Fund n/a | — | — | — | $34K | 1.4% | |
| Dodge & Cox Stock Mutual Fund n/a | — | — | — | $33K | 1.3% | |
| Hood River Small Cap Growth In Mutual Fund n/a | — | — | — | $23K | 0.9% | |
| Notes receivable from participants Loans (interest rates of 10.00% - | — | — | — | $14K | 0.5% | |
| Victory Sycamore Established Value I Mutual Fund n/a | — | — | — | $13K | 0.5% | |
| DFA International Value Mutual Fund n/a | — | — | — | $13K | 0.5% | |
| Vanguard Target Retiremnt 2025 Mutual Fund n/a | — | — | — | $8K | 0.3% | |
| Vanguard Wellesley Income Mutual Fund n/a | — | — | — | $6K | 0.2% | |
| AB Global Bond Fund Mutual Fund n/a | — | — | — | $3K | 0.1% | |
| Metro West Total Retire Bond Mutual Fund n/a | — | — | — | $3K | 0.1% |