· 2022–2024 · DOL EFAST2

MEDICUS ASSET MANAGEMENT LLC — MEDICUS ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250503212713NAL0009301040001

MEDICUS ASSET MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

MEDICUS ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

15

Accounts w/ balance

2

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan health score

Above-average plan

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

32

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDICUS ASSET MANAGEMENT LLC.

Plan sponsor

Name

MEDICUS ASSET MANAGEMENT LLC

EIN

84-4316482all filings

Address

841 PRUDENTIAL DR STE 200 · JACKSONVILLE, FL · 322078373

Phone

(904) 398-7330

Industry

Real Estatesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-03

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

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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