How big is Specialty Management, Inc.'s plan?

Specialty Management, Inc.'s plan reported $10.8M in assets and 165 participants for 2024.

Original filing (PDF)20251001103029NAL0005875699001

Specialty Management, Inc.

Name: Specialty Management, Inc. — Specialty Management, Form 5500 (2024)
Creator: Specialty Management, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Specialty Management, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Specialty Management, Inc.'s Specialty Management, Inc. 401(k) Profit Sharing Plan held $10.8M in plan assets for 165 participants in 2024, with Fidelity as recordkeeper.

Active participants

165

Accounts w/ balance

171

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Jennifer Gibbs signed Specialty Management, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Gibbs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Specialty Management, Inc.'s EIN is 20-1332539.

EIN 20-1332539

Plan number 001

Plan year 2024

ACK ID 20251001103029NAL0005875699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Specialty Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Specialty Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Plan sponsor

Name

SPECIALTY MANAGEMENT, INC.

EIN

all filings

Address

1240 JESSE JEWELL PKWY SUITE 300 · GAINESVILLE, GA · 30501

Phone

(770) 534-7200

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Investments

40 direct securities· $10.4M(96% of reported assets)

Mutual Funds

$8.4M

26 holdings

Other securities

$1.1M

6 holdings

Common Collective Trusts

$915K

8 holdings

					% of plan
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	16.1%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	15.5%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.1M	10.1%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$964K	8.9%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$730K	6.8%
Harbor Capital Appreciation Fund Mutual Fund	Other securities	—	—	$657K	6.1%
DFA U.S. Large Cap Value Fund Mutual Fund	Mutual Funds	—	—	$423K	3.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$355K	3.3%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$349K	3.2%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$269K	2.5%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$256K	2.4%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$236K	2.2%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$201K	1.9%
Fidelity Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$157K	1.5%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$149K	1.4%
Harding Loevner International Equity Fund Mutual Fund	Other securities	—	—	$130K	1.2%
JPMorgan Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$121K	1.1%
PIMCO Real Return Fund Mutual Fund	Mutual Funds	—	—	$114K	1.1%
Victory Sycamore Established Value Fund Mutual Fund	Other securities	—	—	$94K	0.9%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$90K	0.8%
DFA Real Estate Securities Fund Mutual Fund	Mutual Funds	—	—	$76K	0.7%
Janus Henderson High-Yield Mutual Fund	Mutual Funds	—	—	$63K	0.6%
Fidelity Real Estate Index Mutual Fund	Mutual Funds	—	—	$57K	0.5%
AB Global Bond Fund Mutual Fund	Other securities	—	—	$53K	0.5%
Fidelity Large Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$46K	0.4%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$46K	0.4%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$35K	0.3%
Baird Core Plus Bond Fund Mutual Fund	Other securities	—	—	$31K	0.3%
Fidelity BrokerageLink Cash and Cash Equivalents 624 * Participant Loans*** Various maturities with interest rates of 8.00% - 8.50%	Mutual Funds	—	—	$30K	0.3%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$26K	0.2%
Fidelity Freedom Index Income Fund Mutual Fund	Mutual Funds	—	—	$17K	0.2%
Vanguard Intermediate-Term Bond Fund Mutual Fund	Mutual Funds	—	—	$16K	0.1%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$14K	0.1%
DFA International Core Equity Fund Mutual Fund	Mutual Funds	—	—	$12K	0.1%
American Funds American Balanced Fund Mutual Fund	Mutual Funds	—	—	$11K	0.1%
Fidelity Total International Index Fund Mutual Fund	Common Collective Trusts	—	—	$9K	<0.1%
PIMCO Income Fund Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Fidelity BrokerageLink Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$6K	<0.1%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$4K	<0.1%