Original filing (PDF)20240405140950NAL0009409059001

FIDELIS MEDICAL PARTNERS, LLC

Name: FIDELIS MEDICAL PARTNERS, LLC — FIDELIS MEDICAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: FIDELIS MEDICAL PARTNERS, LLC

Form 5500

FILING_RECEIVED

FIDELIS MEDICAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 5

Late filing · 4.6 moLate participant contributionsPossibly inadequate fidelity bondCorrective distributions issued~94 bps in Sched C fees

Active participants

202

Accounts w/ balance

170

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 4.6 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 61K (7% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (21st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDELIS MEDICAL PARTNERS, LLC.

Plan sponsor

Name

FIDELIS MEDICAL PARTNERS, LLC

EIN

27-0641721

Address

370 W LAS COLINAS BLVD. · SUITE 104 · IRVING, TX · 75039

Phone

(866) 995-6077

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-04-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$34K	—

Investments

1 pooled fund· $12K(0% 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.