Back to filter
Original filing (PDF)20251015203433NAL0005576481001
SOMERSET PEDIATRIC GROUP, LLC
Form 5500
FILING_RECEIVED
SOMERSET PEDIATRIC GROUP PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
54% in single holding
Active participants
221
Accounts w/ balance
123
Plan assets (EOY)
$21.0M
Net assets (EOY)
$21.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "SELF-DIRECT ACCT" is 54% of plan.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOMERSET PEDIATRIC GROUP, LLC.
Plan sponsor
Name
SOMERSET PEDIATRIC GROUP, LLC
EIN
22-1908643
Address
575 ROUTE 28 · BUILDING 2, SUITE 2205 · RARITAN, NJ · 08869
Phone
(908) 725-5530
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
2025-10-15
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AJ SANTE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $68K | — |
Investments
28 direct securities · 1 pooled fund· $23.3M(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
$21.0M
28 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SELF-DIRECT ACCT | — | — | $11.2M | $11.2M | 53.6% | |
| INVESCO STABLE VALUE RETIREMENT CLA INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $2.3M | 10.8% | |
| INVESCO STABLE VALUE RET CL 5 | — | — | $1.8M | $1.8M | 8.6% | |
| ISHARES S&P 500 INDEX FD INSTL | — | — | $490K | $1.1M | 5.1% | |
| INVESCO MAIN STR MID CAP A | — | — | $900K | $997K | 4.8% | |
| AMERICAN GROWTH FD AMER R4 | — | — | $421K | $549K | 2.6% | |
| INVESCO STABLE VAL RET CL 5 GM | — | — | $463K | $463K | 2.2% | |
| AMERICAN EUROPACIFIC R4-GM | — | — | $429K | $436K | 2.1% | |
| LOOMIS SAYLES CORE PLUS BOND A | — | — | $480K | $423K | 2.0% | |
| LOOMIS SAYLES CR PLUS BD A GM | — | — | $466K | $417K | 2.0% | |
| BLACKROCK GLOBAL ALLOC A | — | — | $410K | $406K | 1.9% | |
| BLACKROCK ADVNTG LARGE CAP A | — | — | $317K | $368K | 1.8% | |
| JP MORGAN EQUITY INCM FD CL R3 | — | — | $227K | $289K | 1.4% | |
| CAUSEWAY INTRNL VAL FD CL INV | — | — | $207K | $282K | 1.3% | |
| INVESCO MAIN STR MID CAP A GM | — | — | $223K | $261K | 1.2% | |
| JP MORGAN EQT INCM FD CL R3 GM | — | — | $203K | $255K | 1.2% | |
| BLACKROCK ADVNTG LRGE CAP A GM | — | — | $217K | $254K | 1.2% | |
| AMERICAN GROWTH FD AMER R4 GM | — | — | $196K | $252K | 1.2% | |
| T ROWE PRICE BLUE CHIP GM | — | — | $192K | $251K | 1.2% | |
| ISHARES S&P 500 INDEX INSTL GM | — | — | $106K | $243K | 1.2% | |
| CLEARBRIDGE APPREC FD A GM | — | — | $189K | $243K | 1.2% | |
| AMERICAN EUROPACIFIC GR R4 | — | — | $155K | $152K | 0.7% | |
| FULLERTHALER BHVRL SML CAP INV | — | — | $99K | $120K | 0.6% | |
| JP MORGAN SMTRTIRMNT 2060 R3 | — | — | $85K | $93K | 0.4% | |
| CLEARBRIDGE APPRECIATION FD A | — | — | $50K | $62K | 0.3% | |
| T ROWE PRICE BLUE CHIP | — | — | $22K | $26K | 0.1% | |
| JP MORGAN SMTRTIRMNT 2030 | — | — | $16K | $15K | <0.1% | |
| JP MORGAN SMTRTIRMNT 2035 | — | — | $4K | $4K | <0.1% | |
| BLF FEDFUND | — | — | $75 | $75 | <0.1% |
Related plans
Other plans using MERRILL LYNCH, PIERCE, FENNER AND S
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
THE KROGER CO.
THE KROGER CO. DEFINED CONTRIBUTION PLAN MASTER TRUST
$10.1B
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN
$9.3B · 28,079 participants
AECOM
AECOM RETIREMENT & SAVINGS PLAN
$6.8B · 17,515 participants
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
BLACKROCK, INC.
BLACKROCK RETIREMENT SAVINGS PLAN
$4.8B · 8,882 participants
Similar-size Offices of Physicians plans
MEDICAL MANAGEMENT SERVICES
MEDICAL MANAGEMENT SERVICES 401(K) PLAN
$21.0M · 50 participants
WINCHESTER ANESTHESIA ASSOCIATES, INC.
WINCHESTER ANESTHESIA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$21.0M · 28 participants
ADVANCED ORTHOPAEDICS & REHABILITATION, LLC
ADVANCED ORTHOPAEDICS & REHABILITATION, LLC 401(K) PLAN
$21.0M · 50 participants
EAST RIVER MEDICAL IMAGING
EAST RIVER MEDICAL IMAGING PROFIT SHARING PLAN
$21.0M · 139 participants
SSMD VASCULAR SOLUTIONS, LLC
MVS 401(K) RETIREMENT PLAN
$20.9M · 173 participants
ANESTHESIA ASSOCIATES, PA
ANESTHESIA ASSOCIATES, PA 401(K) PROFIT SHARING PLAN
$20.9M · 66 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants