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Original filing (PDF)20250911121501NAL0000679794001
MEDEANALYTICS, INC.
Form 5500
FILING_RECEIVED
MEDEANALYTICS 401(K) PLAN
401(k) retirement plan
Active participants
211
Accounts w/ balance
398
Plan assets (EOY)
$35.0M
Net assets (EOY)
$35.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDEANALYTICS, INC..
Plan sponsor
Name
MEDEANALYTICS, INC.
EIN
94-3189331
Address
501 WEST PRESIDENT GEORGE BUSH HWY · SUITE 250 · RICHARDSON, TX · 75080
Phone
(510) 647-1300
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-11
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
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $35K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN | 41-0746749 | — | ACCOUNTANT/AUDITOR | $17K | — |
Investments
29 direct securities · 1 pooled fund· $35.0M(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.
Uncategorized
$34.1M
29 holdings
Common Collective Trust
$931K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $7.7M | 22.1% | |
| American Funds American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $3.9M | 11.2% | |
| American Funds American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $3.8M | 10.9% | |
| American Funds American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $3.6M | 10.3% | |
| American Funds American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $2.9M | 8.3% | |
| American Funds American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $2.4M | 6.9% | |
| Aliance Berstein AB Large Cap Growth Fund Class Z | — | — | — | $1.8M | 5.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $931K | 2.7% | |
| Fidelity Mid Cap Index | — | — | — | $818K | 2.3% | |
| Invesco Discovery Fund R6 | — | — | — | $676K | 1.9% | |
| American Funds American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $645K | 1.8% | |
| American Funds American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $626K | 1.8% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $608K | 1.7% | |
| American Funds American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $587K | 1.7% | |
| Fidelity International Index | — | — | — | $533K | 1.5% | |
| Fidelity Small Cap Index | — | — | — | $532K | 1.5% | |
| J.P. Morgan Mid Cap Growth Fund R6 | — | — | — | $459K | 1.3% | |
| PIMCO Income Fund Institutional Class | — | — | — | $401K | 1.1% | |
| MFS International Diversification Fund R6 | — | — | — | $315K | 0.9% | |
| American Funds American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $301K | 0.9% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Fund R6 | — | — | — | $301K | 0.9% | |
| American Funds American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $295K | 0.8% | |
| Fidelity U.S. Bond Index | — | — | — | $280K | 0.8% | |
| Participants Participant Loans Interest Rates Ranging from 3.25% to 8.50% - | — | — | — | $198K | 0.6% | |
| American Funds American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $145K | 0.4% | |
| John Hancock Bond Fund R6 | — | — | — | $56K | 0.2% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | — | — | — | $44K | 0.1% | |
| American Funds American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $19K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $8K | <0.1% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund Z | — | — | — | $3K | <0.1% |
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