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Original filing (PDF)20251014083810NAL0002415345001
JOHNS HOPKINS REGIONAL PHYSICIANS, LLC
Form 5500
FILING_RECEIVED
JOHNS HOPKINS REGIONAL PHYSICIANS LLC 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
264
Accounts w/ balance
308
Plan assets (EOY)
$26.7M
Net assets (EOY)
$26.7M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNS HOPKINS REGIONAL PHYSICIANS, LLC.
Plan sponsor
Name
JOHNS HOPKINS REGIONAL PHYSICIANS, LLC
EIN
27-2504144
Address
10710 CHARTER DRIVE, SUITE 400 · COLUMBIA, MD · 21044
Phone
(443) 276-9000
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT, LLC | 23-0731260 | — | 0 | $4K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | 0 | $4K | — |
Investments
38 direct securities · 1 pooled fund· $49.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$24.5M
38 holdings
Pooled Separate Account
$24.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $24.4M | 91.7% | |
| Investments at Fair Value Pooled Separate Accounts * American United Life Insurance Company American Funds 2035 Target Date Retirement R6 | — | — | — | $3.7M | 14.1% | |
| American United Life Insurance Company American Funds 2040 Target Date Retirement R6 | — | — | — | $3.6M | 13.5% | |
| American United Life Insurance Company American Funds 2045 Target Date Retirement R6 | — | — | — | $3.4M | 12.9% | |
| American United Life Insurance Company American Funds 2025 Target Date Retirement R6 | — | — | — | $2.4M | 9.0% | |
| American United Life Insurance Company American Funds 2030 Target Date Retirement R6 | — | — | — | $2.0M | 7.6% | |
| American United Life Insurance Company American Funds 2050 Target Date Retirement R6 | — | — | — | $1.7M | 6.5% | |
| American United Life Insurance Company Vanguard 500 Index Admiral Shares | — | — | — | $1.4M | 5.4% | |
| American United Life Insurance Company American Funds 2055 Target Date Retirement R6 | — | — | — | $1.4M | 5.2% | |
| American United Life Insurance Company American Funds 2020 Target Date Retirement R6 | — | — | — | $867K | 3.3% | |
| American United Life Insurance Company Vanguard Growth Index Admiral Shares | — | — | — | $624K | 2.3% | |
| American United Life Insurance Company Vanguard Total International Stock Index Admiral Shares | — | — | — | $478K | 1.8% | |
| American United Life Insurance Company Vanguard Mid Cap Index Admiral Shares | — | — | — | $330K | 1.2% | |
| American United Life Insurance Company American Funds 2060 Target Date Retirement R6 | — | — | — | $293K | 1.1% | |
| American United Life Insurance Company Vanguard Small Cap Value Index Admiral Shares | — | — | — | $286K | 1.1% | |
| American United Life Insurance Company American Funds New Perspective R6 | — | — | — | $178K | 0.7% | |
| American United Life Insurance Company American Funds American Balanced R6 | — | — | — | $175K | 0.7% | |
| American United Life Insurance Company MFS Technology R6 | — | — | — | $173K | 0.6% | |
| Through November 2029 | — | — | — | $165K | 0.6% | |
| American United Life Insurance Company Vanguard Small Cap Growth Index Admiral Shares | — | — | — | $160K | 0.6% | |
| American United Life Insurance Company Vanguard Total Bond Market Index Admiral Shares | — | — | — | $156K | 0.6% | |
| American United Life Insurance Company PIMCO Income Instl | — | — | — | $118K | 0.4% | |
| American United Life Insurance Company American Funds 2065 Target Date Retirement R6 | — | — | — | $109K | 0.4% | |
| American United Life Insurance Company American Funds 2015 Target Date Retirement R6 | — | — | — | $97K | 0.4% | |
| American United Life Insurance Company Vanguard Developed Markets Index Admiral Shares | — | — | — | $85K | 0.3% | |
| American United Life Insurance Company Lord Abbett High Yield R6 | — | — | — | $84K | 0.3% | |
| American United Life Insurance Company Vanguard Real Estate Index Admiral Shares | — | — | — | $77K | 0.3% | |
| American United Life Insurance Company American Funds 2010 Target Date Retirement R6 | — | — | — | $55K | 0.2% | |
| American United Life Insurance Company DFA Real Estate Securities Institutional Class | — | — | — | $50K | 0.2% | |
| American United Life Insurance Company Blackrock Strategic Global BD K | — | — | — | $39K | 0.1% | |
| American United Life Insurance Company Vanguard Energy Admiral Shares | — | — | — | $31K | 0.1% | |
| American United Life Insurance Company American Funds Europacific Growth R6 | — | — | — | $31K | 0.1% | |
| American United Life Insurance Company MFS International New Discovery R6 | — | — | — | $28K | 0.1% | |
| Investment at Contract Value * American United Life Insurance Company American United Life Stable Value Account | — | — | — | $18K | <0.1% | |
| American United Life Insurance Company DFA World ex US Government Fixed Income Portfolio Inst Class | — | — | — | $18K | <0.1% | |
| American United Life Insurance Company DFA US Large Cap Growth Institutional Class | — | — | — | $13K | <0.1% | |
| American United Life Insurance Company American Funds Small Cap World R6 | — | — | — | $9K | <0.1% | |
| American United Life Insurance Company DFA Emerging Markets Value Portfolio Institutional Class | — | — | — | $3K | <0.1% | |
| American United Life Insurance Company DFA US Large Company I | — | — | — | $3K | <0.1% |