· 2022–2024 · DOL EFAST2

BROWN FERTILITY ASSOCIATES P.A. — BROWN FERTILITY ASSOCIATES P.A. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250626150304NAL0012993200001

BROWN FERTILITY ASSOCIATES P.A.

Form 5500-SF

FILING_RECEIVED

BROWN FERTILITY ASSOCIATES P.A. 401(K) PLAN

401(k) retirement plan

Active participants

76

Accounts w/ balance

87

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score

80

/ 100

Grade B

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

30

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN FERTILITY ASSOCIATES P.A..

Plan sponsor

Name

BROWN FERTILITY ASSOCIATES P.A.

EIN

20-8832347

Address

8149 POINT MEADOWS WAY · JACKSONVILLE, FL · 32256

Phone

(904) 260-0352

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

DRS. WOODALL, WILSON & MANLEY, LLP

DRS. WOODALL, WILSON & MANLEY, LLP 401(K) PLAN

$2.8M · 17 participants

WOMEN'S HEALTH ADMINISTRATION, LLC

WOMEN'S HEALTH ADMINISTRATION, LLC 401(K) RETIREMENT SAVINGS PLAN (001)

$2.8M · 7 participants

INSIGHT VISION CENTER PLLC

INSIGHT VISION CENTER PLLC RETIREMENT PLAN

$2.8M · 5 participants

WOMEN'S HEALTH SPECIALISTS, LLC

WOMEN'S HEALTH SPECIALISTS, LLC 401(K) PLAN

$2.8M · 8 participants

MAHESH MOONDRA, M.D., P.A.