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Original filing (PDF)20251007051628NAL0004209041001
DERICK DERMATOLOGY, PLLC
Form 5500
FILING_RECEIVED
DERICK DERMATOLOGY PLLC 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
277
Accounts w/ balance
212
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
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)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN TARGET RETIRE 2045" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DERICK DERMATOLOGY, PLLC.
Plan sponsor
Name
DERICK DERMATOLOGY, PLLC
EIN
20-4569672
Address
1531 S GROVE AVE SUITE 101 · BARRINGTON, IL · 60010
Phone
(847) 381-8899
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
2025-10-07
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
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
Investments
29 direct securities · 1 pooled fund· $14.1M(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.
Registered Investment Companies
$13.9M
29 holdings
Common Collective Trust
$217K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.7M | 26.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.2M | 15.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.6M | 11.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 9.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.3M | 9.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.2M | 8.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $527K | 3.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $478K | 3.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $410K | 2.9% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $240K | 1.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $217K | 1.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $157K | 1.1% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $154K | 1.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $118K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $105K | 0.7% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $85K | 0.6% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $66K | 0.5% | |
| COLUMBIA LARGE CAP GROWTH I3 | Registered Investment Companies | — | — | $61K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $55K | 0.4% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $50K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $35K | 0.2% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $33K | 0.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $30K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $24K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $14K | 0.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $7K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $7K | <0.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1K | <0.1% |
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