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Original filing (PDF)20251015131250NAL0002463411001
PHYSICIANS PRACTICE ENHANCEMENT, LLC
Form 5500
FILING_RECEIVED
PHYSICIANS' PRACTICE ENHANCEMENT, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
335
Accounts w/ balance
312
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYSICIANS PRACTICE ENHANCEMENT, LLC.
Plan sponsor
Name
PHYSICIANS PRACTICE ENHANCEMENT, LLC
EIN
22-3773688
Address
66 WEST GILBERT STREET, SUITE 100 · RED BANK, NJ · 07701
Phone
(732) 212-0060
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
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCKONLY & ASBURY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY LLC | 80-0709115 | — | RECORDKEEPER | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 95-1411037 | — | NONE | $37K | — |
Investments
13 direct securities · 12 pooled funds· $13.0M(99% 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
$10.2M
12 holdings
Uncategorized
$2.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENT RET 2040 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.0M | 15.5% | |
| Fidelity 500 Index Fd Mutual Fund | — | — | — | $1.8M | 13.7% | |
| AMERICAN CENT RET 2025 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.8M | 13.7% | |
| AMERICAN CENT IN RET TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 11.8% | |
| AMERICAN CENT RET 2035 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.3M | 10.0% | |
| AMERICAN CENT RET 2030 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.5% | |
| AB US LC GRWTH CIT W SERIES M ALLIANCE BERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $711K | 5.4% | |
| AMERICAN CENT RET 2045 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $661K | 5.0% | |
| AMERICAN CENT RET 2050 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $309K | 2.3% | |
| AMERICAN CENT RET 2055 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $280K | 2.1% | |
| MORLEY STABLE VALUE CL 25-I PRINCIPAL GLOBAL INVESTORS TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $267K | 2.0% | |
| Loomis Sayles Sm Cap Growth N Mutual Fund | — | — | — | $251K | 1.9% | |
| AMERICAN CENT RET 2060 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $171K | 1.3% | |
| John Hancock Bond Fund R6 Mutual Fund | — | — | — | $167K | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $117K | 0.9% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $115K | 0.9% | |
| PIMCO Income Fund Inst Mutual Fund | — | — | — | $81K | 0.6% | |
| Fidelity International Idx Fd Mutual Fund | — | — | — | $79K | 0.6% | |
| JPMorgan US Govt MMkt Cap Cl Money Market Fund | — | — | — | $61K | 0.5% | |
| Fidelity Sm Cap Index Fund Mutual Fund | — | — | — | $41K | 0.3% | |
| MFS Intl Diversification Fd R6 Mutual Fund | — | — | — | $37K | 0.3% | |
| AMERICAN CENT RET 2065 TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $34K | 0.3% | |
| American New World Fund R6 Mutual Fund | — | — | — | $27K | 0.2% | |
| DFA US Targeted Value Prt I Mutual Fund | — | — | — | $16K | 0.1% | |
| Fidelity US Bond Index Fd Mutual Fund | — | — | — | $12K | <0.1% |