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Original filing (PDF)20251014173119NAL0003502545001
DISTRICT MEDICAL GROUP, INC.
Form 5500
FILING_RECEIVED
DISTRICT MEDICAL GROUP, INC. PROFIT SHARING AND 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
780
Accounts w/ balance
1,139
Plan assets (EOY)
$300.3M
Net assets (EOY)
$300.3M
How this plan invests
This plan
20 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISTRICT MEDICAL GROUP, INC..
Plan sponsor
Name
DISTRICT MEDICAL GROUP, INC.
EIN
20-8106540
Address
2929 E. THOMAS ROAD · PHOENIX, AZ · 85016
Phone
(602) 470-5000
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
2025-10-14
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $110K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $96K | — |
| REDW WEALTH LLC | 85-0467977 | — | NONE | $10K | — |
| PHYSICIAN WEALTH SOLUTIONS INC | 46-3705575 | — | NONE | $6K | — |
| CBIZ CPAS P.C. | — | PHOENIX, AZ | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $363 | — |
Investments
11 direct securities · 20 pooled funds· $315.9M(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.
Common Collective Trust
$250.8M
20 holdings
Uncategorized
$52.8M
10 holdings
Mutual Funds
$12.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NORTHERN TRUST S&P 500 IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $35.4M | 11.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $26.7M | 8.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $22.8M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $22.1M | 7.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $20.3M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $19.3M | 6.4% | |
| TRP LARGE-CAP GROWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $18.4M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $16.1M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $15.5M | 5.2% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $14.2M | 4.7% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $14.0M | 4.7% | |
| Northern Trust Asset Management Collective Extended Equity Market | — | — | — | $12.6M | 4.2% | |
| NORTHERN TRUST EXT EQ IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $12.6M | 4.2% | |
| Schwab Personal Choice Retirement Account Self-directed brokerage accounts | — | — | — | $12.4M | 4.1% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $12.3M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $9.3M | 3.1% | |
| NT ACWI EX-US IMI FD DC NL -T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $6.3M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.6% | |
| Dimensional Fund Advisors U.S Targeted Value CL I | — | — | — | $4.0M | 1.3% | |
| Capital Group EuroPacific Growth Trust | — | — | — | $3.7M | 1.2% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.2% | |
| PGIM Investments Small Company Fund Z | — | — | — | $2.5M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.7% | |
| Dimensional Fund Advisors Emerging Markets Value | — | — | — | $1.7M | 0.6% | |
| Participant Loans Participant loans with maturity dates through November 2029 and interest rates from 5.25% - 10.50% -0- | — | — | — | $1.1M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $720K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $614K | 0.2% | |
| John Hancock Disc Value Intl R6 | — | — | — | $487K | 0.2% | |
| T. Rowe Price Government Money Fund | — | — | — | $268K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $56K | <0.1% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $601 | <0.1% |