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Original filing (PDF)20251010143406NAL0004335395001
ADVANCED DERMATOLOGY, P.C.
Form 5500
FILING_RECEIVED
ADVANCED DERMATOLOGY 401(K) PLAN
401(k) retirement plan
Active participants
533
Accounts w/ balance
557
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 ADVANCED DERMATOLOGY, P.C..
Plan sponsor
Name
ADVANCED DERMATOLOGY, P.C.
EIN
11-3211425
Address
6 LOWELL AVE. · NEW HYDE PARK, NY · 11040
Phone
(516) 326-4160
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
2025-10-10
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $37K | — |
Investments
26 direct securities · 1 pooled fund· $16.5M(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
$16.2M
26 holdings
Common Collective Trust
$336K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FID 500 INDEX | — | — | — | $2.9M | 17.5% | |
| Fidelity Management Trust Company AF TRGTDATE 2020 R5E | — | — | — | $1.9M | 11.3% | |
| Fidelity Management Trust Company AF TRGTDATE 2035 R5E | — | — | — | $1.8M | 10.7% | |
| Fidelity Management Trust Company AF TRGTDATE 2030 R5E | — | — | — | $1.6M | 9.6% | |
| Fidelity Management Trust Company AF TRGTDATE 2040 R5E | — | — | — | $1.4M | 8.3% | |
| Fidelity Management Trust Company AF TRGTDATE 2045 R5E | — | — | — | $1.3M | 8.1% | |
| Fidelity Management Trust Company AF TRGTDATE 2055 R5E | — | — | — | $1.1M | 6.6% | |
| Fidelity Management Trust Company AF TRGTDATE 2050 R5E | — | — | — | $1.0M | 6.2% | |
| Fidelity Management Trust Company AF TRGTDATE 2060 R5E | — | — | — | $822K | 5.0% | |
| Fidelity Management Trust Company AF TRGTDATE 2025 R5E | — | — | — | $819K | 5.0% | |
| Fidelity Management Trust Company TRP GROWTH STOCK I | — | — | — | $487K | 2.9% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $336K | 2.0% | |
| Fidelity Management Trust Company PIM TOTAL RT INST ** 60 Fidelity Management Trust Company J H BALANCED T | — | — | — | $246K | 1.5% | |
| Notes receivable from participants Interest rates of 4.25% to 9.50%, various maturity $- | — | — | — | $163K | 1.0% | |
| Fidelity Management Trust Company FID INTL INDEX | — | — | — | $115K | 0.7% | |
| Fidelity Management Trust Company BLKRK HI YLD BD INST | — | — | — | $105K | 0.6% | |
| Fidelity Management Trust Company AF TRGTDATE 2015 R5E | — | — | — | $93K | 0.6% | |
| Fidelity Management Trust Company BLKRK EQUITY IV I | — | — | — | $73K | 0.4% | |
| Fidelity Management Trust Company AS PREC METALS IS | — | — | — | $62K | 0.4% | |
| Fidelity Management Trust Company FA EMERG MKTS DISC | — | — | — | $62K | 0.4% | |
| Fidelity Management Trust Company NUVEEN REAL ESTATE I | — | — | — | $58K | 0.3% | |
| Fidelity Management Trust Company PIMCO INCOME INST | — | — | — | $49K | 0.3% | |
| Fidelity Management Trust Company CBA SM CAP GR I | — | — | — | $35K | 0.2% | |
| Fidelity Management Trust Company AF TRGTDATE 2010 R5E | — | — | — | $28K | 0.2% | |
| Fidelity Management Trust Company FA STRAT INCOME I | — | — | — | $11K | <0.1% | |
| Fidelity Management Trust Company NWD ID MOD CNSRV R6 | — | — | — | $4K | <0.1% | |
| Fidelity Management Trust Company FA INTL SM CAP I | — | — | — | $2K | <0.1% |
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