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Original filing (PDF)20251009092325NAL0006361665001
WOODLANDS MEDICAL SPECIALISTS PA
Form 5500
FILING_RECEIVED
WOODLANDS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
270
Accounts w/ balance
418
Plan assets (EOY)
$37.7M
Net assets (EOY)
$37.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODLANDS MEDICAL SPECIALISTS PA.
Plan sponsor
Name
WOODLANDS MEDICAL SPECIALISTS PA
EIN
26-1802830
Address
4724 N DAVIS HWY · PENSACOLA, FL · 32503
Phone
(850) 696-4807
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
2025-10-09
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CARR, RIGGS, AND INGRAM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS, LLC | — | ROSEMOUNT, MN | CONTRACT ADMIN | $3K | — |
Investments
26 direct securities · 1 pooled fund· $37.7M(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
$36.7M
26 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL Mutual Fund | — | — | — | $4.7M | 12.4% | |
| DODGE & COX INCOME - I Mutual Fund | — | — | — | $3.2M | 8.6% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund | — | — | — | $3.0M | 7.9% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund | — | — | — | $2.9M | 7.7% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund | — | — | — | $2.8M | 7.3% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Fund | — | — | — | $2.1M | 5.6% | |
| VANGUARD EQUITY-INCOME ADM Mutual Fund | — | — | — | $1.9M | 5.1% | |
| VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund | — | — | — | $1.7M | 4.6% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund | — | — | — | $1.7M | 4.5% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund | — | — | — | $1.7M | 4.5% | |
| MFS GROWTH R6 Mutual Fund | — | — | — | $1.5M | 4.1% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund | — | — | — | $1.4M | 3.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 2.7% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund | — | — | — | $999K | 2.6% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Fund | — | — | — | $967K | 2.6% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Mutual Fund | — | — | — | $790K | 2.1% | |
| MASSMUTUAL SMALL CP GRTH EQTY I Mutual Fund | — | — | — | $779K | 2.1% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund | — | — | — | $750K | 2.0% | |
| COHEN & STEERS INSTL REALTY SHARES Mutual Fund | — | — | — | $716K | 1.9% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund | — | — | — | $655K | 1.7% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIR Mutual Fund | — | — | — | $639K | 1.7% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund | — | — | — | $595K | 1.6% | |
| Interest rates ranging from * Notes receivable from participants 3.25% to 8.50% | — | — | — | $383K | 1.0% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO K Mutual Fund | — | — | — | $319K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund | — | — | — | $217K | 0.6% | |
| BLACKROCK STRATEGIC GLOBAL BOND K Mutual Fund | — | — | — | $213K | 0.6% | |
| VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund | — | — | — | $31K | <0.1% |