Original filing (PDF)20250929080747NAL0017522178001

LIFELINE MEDICAL ASSOCIATES, LLC

Name: LIFELINE MEDICAL ASSOCIATES, LLC — LIFELINE MEDICAL ASSOCIATES, LLC CASH OR DEFERRED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LIFELINE MEDICAL ASSOCIATES, LLC

Form 5500

FILING_RECEIVED

LIFELINE MEDICAL ASSOCIATES, LLC CASH OR DEFERRED PROFIT SHARING PLAN

401(k) retirement plan

Active participants

653

Accounts w/ balance

621

Plan assets (EOY)

$113.1M

Net assets (EOY)

$113.1M

How this plan invests

This plan

1 pooled trust

Schedule D

34 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LIFELINE MEDICAL ASSOCIATES, LLC

EIN

94-3283324

Address

100 CAMPUS DRIVE · SUITE 405 · FLORHAM PARK, NJ · 07932

Phone

(973) 316-6760

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$51K	—

Investments

34 direct securities · 1 pooled fund· $110.4M(98% 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

$104.1M

32 holdings

Cash / Money Market

$2.9M

1 holding

Common Collective Trust

$2.6M

1 holding

Bonds / Notes

$756K

1 holding

					% of plan
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$18.2M	16.1%
Harbor Capital Appreciation Fund, Admin Shares Mutual Fund	Other securities	—	—	$11.9M	10.5%
Vanguard Target Retirement 2035 Fund Mutual Fund	Other securities	—	—	$8.9M	7.9%
Vanguard Target Retirement 2030 Fund Mutual Fund	Other securities	—	—	$8.6M	7.6%
Vanguard Target Retirement 2025 Fund Mutual Fund	Other securities	—	—	$4.7M	4.2%
Fidelity BrokerageLink Self Directed Brokerage	Other securities	—	—	$4.6M	4.1%
Columbia Dividend Income Fund Class I3 Mutual Fund	Other securities	—	—	$4.5M	3.9%
Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$3.6M	3.2%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$3.6M	3.2%
Vanguard Target Retirement 2040 Fund Mutual Fund	Other securities	—	—	$3.4M	3.0%
Vanguard Wellington Fund Admiral Shares Mutual Fund	Other securities	—	—	$3.4M	3.0%
Vanguard Target Retirement 2045 Fund Mutual Fund	Other securities	—	—	$3.2M	2.8%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$2.9M	2.6%
Vanguard Federal Money Market Fund Money Market	Cash / Money Market	—	—	$2.9M	2.5%
Franklin Small Cap Value Fund Class R6 Mutual Fund	Other securities	—	—	$2.6M	2.3%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$2.6M	2.3%
Vanguard Target Retirement 2020 Fund Mutual Fund	Other securities	—	—	$2.5M	2.2%
Vanguard Target Retirement 2050 Fund Mutual Fund	Other securities	—	—	$2.5M	2.2%
Vanguard Explorer Fund Admiral Shares Mutual Fund	Other securities	—	—	$2.4M	2.1%
T. Rowe Price Mid-Cap Value Fund Mutual Fund	Other securities	—	—	$2.2M	2.0%
Dodge & Cox Income Fund Mutual Fund	Other securities	—	—	$2.0M	1.8%
T. Rowe Price Overseas Stock Fund Mutual Fund	Other securities	—	—	$1.4M	1.2%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$1.3M	1.1%
Vanguard Target Retirement Income Fund Mutual Fund	Other securities	—	—	$1.2M	1.1%
Vanguard Target Retirement 2055 Fund Mutual Fund	Other securities	—	—	$1.1M	1.0%
Vanguard Target Real Estate Index Fund Mutual Fund	Other securities	—	—	$961K	0.8%
Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$771K	0.7%
Notes receivable from participants Interest rates 4.25% - 9.5%	Bonds / Notes	—	—	$756K	0.7%
Vanguard Inflation-Protected Securities Fund: Admiral Shares Mutual Fund	Other securities	—	—	$617K	0.5%
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund	Other securities	—	—	$301K	0.3%
Vanguard Target Retirement 2065 Fund Mutual Fund	Other securities	—	—	$267K	0.2%
PIMCO Income Fund Institutional Class Mutual Fund	Other securities	—	—	$259K	0.2%
Vanguard Target Retirement 2060 Fund Mutual Fund	Other securities	—	—	$126K	0.1%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$123K	0.1%
Vanguard Long-term Treasury International Bond Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$13K	<0.1%