Original filing (PDF)20240208155032NAL0046675488001

SEVEN HILLS OB-GYN ASSOCIATES, INC.

Name: SEVEN HILLS OB-GYN ASSOCIATES, INC. — SEVEN HILLS OB-GYN ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SEVEN HILLS OB-GYN ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

SEVEN HILLS OB-GYN ASSOCIATES, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

100

/ 100

Grade A

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEVEN HILLS OB-GYN ASSOCIATES, INC..

Plan sponsor

Name

SEVEN HILLS OB-GYN ASSOCIATES, INC.

EIN

31-1575051

Address

ECHELON ONE, SUITE 300, 227 LAUREL · VOORHESS, NJ · 08043

Phone

(856) 435-4573

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-04-24

Filed

2024-02-08

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

2J · 401(k) feature

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING LLC	84-4519624	—	ADVISOR	$6K	—

Investments

1 pooled fund· $0

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.