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Original filing (PDF)20251001113143NAL0017743283001
COMMONWEALTH EMERGENCY
Form 5500
FILING_RECEIVED
COMMONWEALTH EMERGENCY PHYSICIANS 401 (K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
117
Accounts w/ balance
172
Plan assets (EOY)
$61.7M
Net assets (EOY)
$61.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMONWEALTH EMERGENCY.
Plan sponsor
Name
COMMONWEALTH EMERGENCY
EIN
31-1713993
Address
12700 PARK CENTRAL DR STE 900 · DALLAS, TX · 752511542
Phone
(469) 446-6961
Industry
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
2025-10-01
Pension benefit codes
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)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
THOMPSON GREENSPON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $84K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| FIDELITY FUNDS | 04-2647786 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| IVY INVESTMENTS | — | KANSAS CITY, MO | NONE | $0 | — |
| AMERICAN CENTURY | 20-0623152 | — | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $59.5M(96% 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
$56.5M
26 holdings
Common Collective Trust
$3.0M
1 holding
Mutual Funds
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Equity Index 500 Inv Registered investment company - | — | — | — | $10.1M | 16.3% | |
| T. Rowe Price Retirement 2040 Inv Registered investment company - | — | — | — | $7.9M | 12.7% | |
| T. Rowe Price Retirement 2045 Inv Registered investment company - | — | — | — | $5.1M | 8.3% | |
| T. Rowe Price Ret Balanced Inv Registered investment company - | — | — | — | $3.4M | 5.6% | |
| T. Rowe Price Retirement 2030 Inv Registered investment company - | — | — | — | $3.3M | 5.3% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.0M | 4.9% | |
| American Century Growth Fund Registered investment company - | — | — | — | $2.7M | 4.4% | |
| T. Rowe Price Retirement 2050 Inv Registered investment company - | — | — | — | $2.7M | 4.3% | |
| T. Rowe Price New Horizons Inv Registered investment company - | — | — | — | $2.4M | 4.0% | |
| T. Rowe Price Retirement 2035 Inv Registered investment company - | — | — | — | $2.3M | 3.8% | |
| Delaware Ivy Mid Cap Growth R6 Registered investment company - | — | — | — | $2.1M | 3.4% | |
| T. Rowe Price Mid-Cap Value Inv Registered investment company - | — | — | — | $2.0M | 3.3% | |
| T. Rowe Price Government Money Inv Registered investment company - 37 * T. Rowe Price Capital Appreciation Inv Registered investment company - | — | — | — | $1.9M | 3.1% | |
| Fidelity Small Cap Index Registered investment company - | — | — | — | $1.8M | 2.9% | |
| T. Rowe Price Retirement 2055 Inv Registered investment company - | — | — | — | $1.4M | 2.3% | |
| MFS Intl Diversification R6 Registered investment company - | — | — | — | $1.3M | 2.1% | |
| Fidelity International Index Registered investment company - | — | — | — | $1.2M | 2.0% | |
| T. Rowe Price Value Inv Registered investment company - | — | — | — | $1.0M | 1.7% | |
| T. Rowe Price Retirement 2020 Inv Registered investment company - | — | — | — | $851K | 1.4% | |
| Fidelity Advisor International Growth Z Registered investment company - | — | — | — | $801K | 1.3% | |
| PIMCO Total Return Fund, Institutional Registered investment company - | — | — | — | $659K | 1.1% | |
| PIMCO Investment Grade Credit Bond Instl Registered investment company - | — | — | — | $615K | 1.0% | |
| T. Rowe Price Retirement 2060 Inv Registered investment company - | — | — | — | $289K | 0.5% | |
| T. Rowe Price Retirement 2025 Inv Registered investment company - | — | — | — | $266K | 0.4% | |
| Fidelity Mid Cap Index Registered investment company - | — | — | — | $243K | 0.4% | |
| T. Rowe Price Retirement 2065 Inv Registered investment company - | — | — | — | $107K | 0.2% | |
| Notes receivable from participants Maturity dates April 2025 - September 2054, - | — | — | — | $103K | 0.2% | |
| s * T. Rowe Price U.S. Treasury Money Inv Registered investment company - | Mutual Funds | — | — | $4K | <0.1% |