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Original filing (PDF)20251015191523NAL0011175346001
MEDAMERICA, INC. DBA VITUITY
Form 5500
FILING_RECEIVED
MEDAMERICA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VITUITY
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,399
Accounts w/ balance
8,222
Plan assets (EOY)
$2.2B
Net assets (EOY)
$2.2B
How this plan invests
This plan
18 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
- 14 bps in Schedule C fees — 176% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDAMERICA, INC. DBA VITUITY.
Plan sponsor
Name
MEDAMERICA, INC. DBA VITUITY
EIN
94-2629764
Address
2100 POWELL ST STE 400 · EMERYVILLE, CA · 946081872
Phone
(510) 671-1478
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
013
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEDAMERICA INC. DBA VITUITY | 94-2629764 | — | PLAN ADMINSTRATOR | $773K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT SERVICES | 34-1479833 | — | NONE | $2.2M | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
Investments
18 direct securities· $2.1B(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Personal Choice Retirement Account (PCRA) Participant self-directed brokerage account assets | — | — | — | $420.7M | 19.5% | |
| Schwab US Broad Market ETF Exchange-traded fund | — | — | — | $325.2M | 15.1% | |
| Schwab International Equity ETF Exchange-traded fund | — | — | — | $225.9M | 10.5% | |
| Schwab US Aggregate Bond ETF Exchange-traded fund | — | — | — | $207.9M | 9.6% | |
| Schwab US Large Cap Growth ETF Exchange-traded fund | — | — | — | $181.1M | 8.4% | |
| SPDR Barclays Cap ETF Exchange-traded fund | — | — | — | $141.5M | 6.5% | |
| Schwab US Large Cap Value ETF Exchange-traded fund | — | — | — | $121.3M | 5.6% | |
| PIMCO Total Return ETF Exchange-traded fund | — | — | — | $115.2M | 5.3% | |
| Vanguard Emerging Market Stock Index ETF Exchange-traded fund | — | — | — | $91.8M | 4.2% | |
| Vanguard Small Cap Value ETF Exchange-traded fund | — | — | — | $73.3M | 3.4% | |
| Schwab US Small Cap ETF Exchange-traded fund | — | — | — | $59.7M | 2.8% | |
| Vanguard REIT Index ETF Exchange-traded fund | — | — | — | $53.2M | 2.5% | |
| Vanguard Small Cap Growth ETF Exchange-traded fund | — | — | — | $40.5M | 1.9% | |
| Schwab Bank Savings Money market fund | — | — | — | $29.8M | 1.4% | |
| iShares Gold Trust ETF Exchange-traded fund | — | — | — | $15.9M | 0.7% | |
| Notes receivable from participants 3.75% to 9.00%, various maturities through 2039 | — | — | — | $15.2M | 0.7% | |
| Various Private Limited Partnerships Private limited partnerships | — | — | — | $590K | <0.1% | |
| Various Insurance Companies Life insurance policies | — | — | — | $331K | <0.1% |