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Original filing (PDF)20251014192545NAL0001773059001
FOUNDATION PHYSICIANS MEDICAL GROUP, INC.
Form 5500
FILING_RECEIVED
FOUNDATION PHYSICIANS MEDICAL GROUP, INC. 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
1 failed disclosure
Active participants
303
Accounts w/ balance
507
Plan assets (EOY)
$116.7M
Net assets (EOY)
$116.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDATION PHYSICIANS MEDICAL GROUP, INC..
Plan sponsor
Name
FOUNDATION PHYSICIANS MEDICAL GROUP, INC.
EIN
32-0221884
Address
3400 DATA DRIVE, ATTN PHYSSVCS · RANCHO CORDOVA, CA · 95670
Phone
(916) 389-8003
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
WALTERS & SKLYAR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
| RESOURCES INVESTMENT ADVISORS LLC | 43-1451524 | — | INVESTMENT ADVISOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF, LLP | 81-3391684 | — | PLAN SPONSOR | $20K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities· $112.9M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX 69,260 shares | — | — | — | $14.1M | 12.1% | |
| FID FDM IDX 2040 IPR 484,097 shares | — | — | — | $11.9M | 10.2% | |
| FID FDM IDX 2035 IPR 502,909 shares | — | — | — | $11.7M | 10.1% | |
| FID CONTRAFUND K 525,496 shares | — | — | — | $11.1M | 9.5% | |
| FID FDM IDX 2045 IPR 324,325 shares | — | — | — | $8.4M | 7.2% | |
| FID FDM IDX 2050 IPR 273,189 shares | — | — | — | $7.1M | 6.1% | |
| FID FDM IDX 2025 IPR 299,962 shares | — | — | — | $5.6M | 4.8% | |
| FID FDM IDX 2030 IPR 272,283 shares | — | — | — | $5.5M | 4.7% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $5.1M | 4.4% | |
| FID GLB EX US IDX 346,104 shares | — | — | — | $5.0M | 4.3% | |
| FID FDM IDX 2020 IPR 291,755 shares | — | — | — | $4.6M | 3.9% | |
| FID TOTAL BOND 355,098 shares | — | — | — | $3.3M | 2.9% | |
| FID FDM IDX 2055 IPR 149,938 shares | — | — | — | $3.2M | 2.7% | |
| VAN FTSE SOC IDX ADM 41,893 shares | — | — | — | $2.4M | 2.0% | |
| FID EXTD MKT IDX 20,602 shares | — | — | — | $1.9M | 1.6% | |
| FID FDM IDX 2015 IPR 115,591 shares | — | — | — | $1.6M | 1.4% | |
| VANG VMMR-FED MMKT 1,504,230 shares | — | — | — | $1.5M | 1.3% | |
| AM CENT EQ INC R6 177,655 shares | — | — | — | $1.5M | 1.3% | |
| VICTORY S EST VAL R6 30,692 shares | — | — | — | $1.4M | 1.2% | |
| VANG INTL GROWTH ADM 11,501 shares | — | — | — | $1.2M | 1.0% | |
| LINCOLN STABLE VALUE | — | — | — | $844K | 0.7% | |
| JPM MID CAP GRTH R6 14,134 shares | — | — | — | $731K | 0.6% | |
| FID FDM IDX INC IPR 51,435 shares | — | — | — | $602K | 0.5% | |
| VICTORY S SM CO OP I 12,039 shares | — | — | — | $568K | 0.5% | |
| Notes receivable from participants 9.50%, maturing through June 2029 - | — | — | — | $544K | 0.5% | |
| FID FDM IDX 2060 IPR 26,129 shares | — | — | — | $473K | 0.4% | |
| FID US BOND IDX 42,834 shares | — | — | — | $438K | 0.4% | |
| FID STRAT REAL RET 34,323 shares | — | — | — | $289K | 0.2% | |
| FID FDM IDX 2065 IPR 14,577 shares | — | — | — | $214K | 0.2% | |
| FID FDM IDX 2010 IPR 3,876 shares | — | — | — | $50K | <0.1% |
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