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Original filing (PDF)20250822051251NAL0004826801001
PAIN MANAGEMENT SOLUTIONS, LLC.
Form 5500
FILING_RECEIVED
PAIN MANAGEMENT SOLUTIONS, LLC 401(K) PS PLAN AND TRUST
401(k) retirement plan
Active participants
737
Accounts w/ balance
828
Plan assets (EOY)
$33.4M
Net assets (EOY)
$33.4M
How this plan invests
This plan
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 82% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAIN MANAGEMENT SOLUTIONS, LLC..
Plan sponsor
Name
PAIN MANAGEMENT SOLUTIONS, LLC.
EIN
27-3473237
Address
201 DEFENSE HWY. · SUITE 260 · ANNAPOLIS, MD · 21401
Phone
(407) 813-2128
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
2025-08-22
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GROSS MENDELSOHN & ASSOCIATES PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $87K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT/FINANCIAL ADVI | $89K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
Investments
58 direct securities· $33.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $4.0M | 12.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.4M | 10.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.9M | 8.6% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $2.8M | 8.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.3M | 7.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.8M | 5.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.7M | 5.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.7M | 5.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.4M | 4.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.3M | 3.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $941K | 2.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $892K | 2.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $839K | 2.5% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $732K | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $620K | 1.9% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $602K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $585K | 1.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $403K | 1.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $351K | 1.0% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $309K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $295K | 0.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $279K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $270K | 0.8% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $238K | 0.7% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $234K | 0.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $230K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $219K | 0.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $193K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $173K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $166K | 0.5% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $159K | 0.5% | |
| T ROWE PRICE VALUE FUND I | Registered Investment Companies | — | — | $128K | 0.4% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $110K | 0.3% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $104K | 0.3% | |
| ARTISAN GLOBAL VALUE INST | Registered Investment Companies | — | — | $74K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $65K | 0.2% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $64K | 0.2% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $48K | 0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $47K | 0.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $46K | 0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $30K | <0.1% | |
| PIMCO DIVERSIFIED INC - INST | Registered Investment Companies | — | — | $25K | <0.1% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $24K | <0.1% | |
| FIDELITY ADV FREEDOM 2030 K6 | Registered Investment Companies | — | — | $21K | <0.1% | |
| INVESCO CORPORATE BOND R6 | Registered Investment Companies | — | — | $18K | <0.1% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $10K | <0.1% | |
| FIDELITY ADV FREEDOM 2050 K6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| FIDELITY ADV FREEDOM 2045 K6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| FIDELITY ADV FREEDOM 2040 K6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| FIDELITY ADV FREEDOM 2035 K6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| FIDELITY ADV FREEDOM 2065 K6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $3K | <0.1% | |
| FIDELITY ADV FREEDOM 2060 K6 104 REGISTERED INVESTMENT COMPANY FIDELITY ADV FREEDOM 2055 K6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| BLACKROCK MID-CAP VALUE K | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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