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Original filing (PDF)20251013201706NAL0000930963001
INTEGRATED MEDICAL ALLIANCE,PA
Form 5500
FILING_RECEIVED
INTEGRATED MEDICINE ALLIANCE,P.A 401K PS PLAN
401(k) retirement plan
Active participants
174
Accounts w/ balance
249
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED MEDICAL ALLIANCE,PA.
Plan sponsor
Name
INTEGRATED MEDICAL ALLIANCE,PA
EIN
22-3277741
Address
30 SHREWSBURY PLAZA · SHREWSBURY, NJ · 07702
Phone
(732) 460-9840
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
2025-10-13
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLMAN FRENIA ALLISON, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTSINSTITUTIONAL | 04-2647786 | BOSTON, MA | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | NEWPORT BEACH, CA | ADVISOR | $15K | — |
Investments
35 direct securities · 1 pooled fund· $20.5M(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
$16.8M
35 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Common Collective Trusts Reliance Trust New York Life Stable Income Fund N/A | — | — | — | $3.7M | 22.3% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $3.7M | 22.3% | |
| Fidelity Investments FID 500 INDEX N/A | — | — | — | $1.7M | 9.9% | |
| Fidelity Investments FID FDM IDX 2030 IPR N/A | — | — | — | $1.5M | 9.1% | |
| Registered Investment Companies T. Rowe Price TRP BLUE CHIP GRTH I N/A | — | — | — | $1.5M | 8.7% | |
| Fidelity Investments FID CONTRAFUND K6 N/A | — | — | — | $1.1M | 6.5% | |
| Fidelity Investments FID FDM IDX 2050 IPR N/A | — | — | — | $751K | 4.5% | |
| JPMorgan Asset Management JPM MID CAP GRTH R6 N/A | — | — | — | $696K | 4.2% | |
| Fidelity Investments FID FDM IDX 2045 IPR N/A | — | — | — | $647K | 3.9% | |
| Fidelity Investments FID FDM IDX 2025 IPR N/A | — | — | — | $604K | 3.6% | |
| Fidelity Investments FID FDM IDX 2035 IPR N/A | — | — | — | $487K | 2.9% | |
| FIDELITY INVESTMENTS AF BALANCED R6 | — | — | — | $467K | 2.8% | |
| Fidelity Investments FID FDM IDX 2055 IPR N/A | — | — | — | $444K | 2.7% | |
| American Funds AF EUROPAC GROWTH R6 N/A | — | — | — | $390K | 2.3% | |
| Fidelity Investments FID FDM IDX 2040 IPR N/A | — | — | — | $385K | 2.3% | |
| Fidelity Investments FID SMALL CAP GR K6 N/A | — | — | — | $336K | 2.0% | |
| Fidelity Investments FID FDM IDX 2020 IPR N/A | — | — | — | $259K | 1.5% | |
| MFS MID CAP VALUE R6 N/A | — | — | — | $200K | 1.2% | |
| Fidelity Investments FID MID CAP IDX N/A | — | — | — | $184K | 1.1% | |
| MFS VALUE R6 N/A | — | — | — | $182K | 1.1% | |
| Fidelity Investments FID INTL INDEX N/A | — | — | — | $174K | 1.0% | |
| Fidelity Investments FID TOTAL BOND K6 N/A | — | — | — | $157K | 0.9% | |
| American Beacon Advisors ABF SM CAP VALUE R6 N/A | — | — | — | $155K | 0.9% | |
| Fidelity Investments FID FDM IDX 2060 IPR N/A | — | — | — | $155K | 0.9% | |
| PGIM HIGH YIELD R6 N/A | — | — | — | $132K | 0.8% | |
| JPMorgan Asset Management JPM GOVT BOND R6 N/A | — | — | — | $85K | 0.5% | |
| FIDELITY INVESTMENTS FID FDM IDX 2070 IPR 418 * PARTICIPANTS LOANS | — | — | — | $74K | 0.4% | |
| exceed 5 years, unless it is for the purchase of a primary residence in which case the loan * Participant Loans repayment period may not extend beyond 10 years from the date of the loan. -0- | — | — | — | $74K | 0.4% | |
| Fidelity Investments FID SM CAP IDX N/A | — | — | — | $59K | 0.4% | |
| American Century Investments AM CENT REAL EST R6 N/A | — | — | — | $53K | 0.3% | |
| Fidelity Investments FID FDM IDX 2065 IPR N/A | — | — | — | $50K | 0.3% | |
| Fidelity Investments FID FDM IDX 2070 IPR N/A 418 * Fidelity Investments FID LG CAP VAL IDX N/A | — | — | — | $46K | 0.3% | |
| Fidelity Investments FID FDM IDX INC IPR N/A | — | — | — | $31K | 0.2% | |
| JPMorgan Asset Management JPM EMRG MKTS EQ R6 N/A | — | — | — | $27K | 0.2% | |
| 14 * Fidelity Investments FID FDM IDX 2010 IPR N/A | — | — | — | $17K | 0.1% | |
| Fidelity Investments FID FDM IDX 2015 IPR N/A | — | — | — | $10K | <0.1% |