Original filing (PDF)20250729100655NAL0003075761001

MEDBERRY MANAGEMENT & HOLDINGS LLC

Name: MEDBERRY MANAGEMENT & HOLDINGS LLC — MEDBERRY MANAGEMENT & HOLDINGS LLC 401(K) PLAN, Form 5500 (2024)
Creator: MEDBERRY MANAGEMENT & HOLDINGS LLC

Form 5500-SF

FILING_RECEIVED

MEDBERRY MANAGEMENT & HOLDINGS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MEDBERRY MANAGEMENT & HOLDINGS LLC

EIN

88-0873858all filings

Address

4749 FREDERICKSBURG ROAD · SUITE A · SAN ANTONIO, TX · 78229

Phone

(210) 997-8630

Industry

Admin Support & Waste Mgmtsee all

Plan administrator