Original filing (PDF)20251010104215NAL0012347648001

MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC

Name: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC — MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC

Form 5500

FILING_RECEIVED

MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

200

Accounts w/ balance

260

Plan assets (EOY)

$29.1M

Net assets (EOY)

$29.1M

How this plan invests

This plan

2 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC.

Plan sponsor

Name

MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC

EIN

81-4941165

Address

8205 MAIN STREET, SUITE 10 · WILLIAMSVILLE, NY · 14221

Phone

(716) 539-0789

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY EMPLOYER	$43K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
LAWLEY RETIREMENT ADVISORS LLC	—	WILLIAMSVILLE, NY	RETAINED BY EMPLOYER	$23K	—

Investments

32 direct securities · 2 pooled funds· $29.1M(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.

Other securities

$27.8M

31 holdings

Pooled Separate Account

$977K

1 holding

Bonds / Notes

$232K

1 holding

Common Collective Trust

$105K

1 holding

					% of plan
American Funds American Funds 2035 Target Date Retirement Fund (Class R6)	Other securities	—	—	$3.8M	13.1%
Vanguard 500 Index Fund (Admiral Shares)	Other securities	—	—	$3.6M	12.2%
American Funds American Funds 2025 Target Date Retirement Fund (Class R6)	Other securities	—	—	$3.5M	12.2%
American Funds American Funds 2040 Target Date Retirement Fund (Class R6)	Other securities	—	—	$2.7M	9.4%
American Funds American Funds 2030 Target Date Retirement Fund (Class R6)	Other securities	—	—	$2.7M	9.3%
Vanguard Growth Index Fund (Admiral Shares)	Other securities	—	—	$2.0M	7.0%
American Funds American Funds 2045 Target Date Retirement Fund (Class R6)	Other securities	—	—	$2.0M	6.9%
Vanguard Total Bond Market Index Fund (Admiral Shares)	Other securities	—	—	$1.1M	3.9%
NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125	Pooled Separate Account	—	—	$977K	3.4%
American Funds American Funds 2050 Target Date Retirement Fund (Class R6)	Other securities	—	—	$915K	3.1%
American Funds American Funds 2055 Target Date Retirement Fund (Class R6)	Other securities	—	—	$891K	3.1%
American Funds American Funds 2020 Target Date Retirement Fund (Class R6)	Other securities	—	—	$585K	2.0%
American Funds American Funds 2060 Target Date Retirement Fund (Class R6)	Other securities	—	—	$401K	1.4%
Vanguard Small Cap Value Index Fund (Admiral Shares)	Other securities	—	—	$366K	1.3%
Vanguard Mid-Cap Growth Index Fund (Admiral Shares)	Other securities	—	—	$365K	1.3%
Vanguard Developed Markets Index Fund (Admiral Shares)	Other securities	—	—	$354K	1.2%
Vanguard Small-Cap Index Fund Admiral Shares	Other securities	—	—	$348K	1.2%
American Funds American Funds - American Balanced Fund (Class R6)	Other securities	—	—	$294K	1.0%
Vanguard Emerging Markets Stock Index Fund (Admiral Shares)	Other securities	—	—	$269K	0.9%
John Hancock John Hancock Disciplined Value Mid Cap Fund (Class R6)	Other securities	—	—	$249K	0.9%
Vanguard Mid-Cap Index Fund Admiral Shares	Other securities	—	—	$239K	0.8%
Medical Health Associates of Western New York, PLLC 401(k) and Profit Sharing Plan Interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$232K	0.8%
BlackRock Total Return Fund (Class K)	Other securities	—	—	$227K	0.8%
Cohen & Steers Cohen & Steers Institutional Realty Shares	Other securities	—	—	$208K	0.7%
Pacific Investment Management Company PIMCO Real Return Fund (Institutional Class)	Other securities	—	—	$107K	0.4%
Diamond Hill Diamond Hill Large Cap Fund (Class Y)	Other securities	—	—	$107K	0.4%
INTERNATIONAL GROWTH FD II R1 WILMINGTON TRUST, N.A. · EIN 38-4139842 / PN 619	Common Collective Trust	—	—	$105K	0.4%
American Funds American Funds 2015 Target Date Retirement Fund (Class R6)	Other securities	—	—	$97K	0.3%
MFS International Diversification Fund Class R6	Other securities	—	—	$84K	0.3%
JP Morgan JP Morgan US Equity Fund (Class R6)	Other securities	—	—	$52K	0.2%
Dimensional Fund Advisors LP DFA International Small Company Portfolio (Class I)	Other securities	—	—	$52K	0.2%
Principal High Yield Fund (Class Institutional)	Other securities	—	—	$32K	0.1%
Pacific Investment Management Company PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	Other securities	—	—	$12K	<0.1%
Macquarie Small Cap Growth I	Other securities	—	—	$10K	<0.1%