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Original filing (PDF)20251001112908NAL0005900611001
PEDIATRIC SUBSPECIALTY FACULTY, INC.
Form 5500
FILING_RECEIVED
PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
19% employer stockNo recordkeeper disclosed
Active participants
325
Accounts w/ balance
406
Plan assets (EOY)
$200.6M
Net assets (EOY)
$200.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
100
Concentration risk
88
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 19% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEDIATRIC SUBSPECIALTY FACULTY, INC..
Plan sponsor
Name
PEDIATRIC SUBSPECIALTY FACULTY, INC.
EIN
33-0930025
Address
1201 W. LAVETA AVENUE · ORANGE, CA · 92868
Phone
(714) 509-8811
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
2025-10-01
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | CONTRACT ADMIN | $48K | — |
Investments
33 direct securities · 1 pooled fund· $200.8M(100% 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
$200.5M
33 holdings
Common Collective Trust
$319K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity BrokerageLink Interest-Bearing and Non Interest- Self-Directed Brokerage Bearing Cash, Corporate Debt Accounts Instruments, Common Stock, Government Bonds, and Registered Investment Companies | — | — | — | $37.4M | 18.6% | |
| Fid Freedom 2040 K6 Mutual Fund | — | — | — | $27.3M | 13.6% | |
| Fid 500 Index Mutual Fund | — | — | — | $19.6M | 9.8% | |
| Fid Freedom 2050 K6 Mutual Fund | — | — | — | $17.9M | 8.9% | |
| Fid Freedom 2035 K6 Mutual Fund | — | — | — | $12.7M | 6.3% | |
| Fid Freedom 2045 K6 Mutual Fund | — | — | — | $12.2M | 6.1% | |
| Fid Freedom 2030 K6 Mutual Fund | — | — | — | $10.9M | 5.4% | |
| Fid Freedom 2025 K6 Mutual Fund | — | — | — | $9.4M | 4.7% | |
| Fid Extd Mkt Idx Mutual Fund | — | — | — | $5.9M | 3.0% | |
| Fid Freedom 2020 K6 Mutual Fund | — | — | — | $5.5M | 2.7% | |
| TRP Growth Stock I Mutual Fund | — | — | — | $4.6M | 2.3% | |
| Fid Freedom 2055 K6 Mutual Fund | — | — | — | $4.3M | 2.1% | |
| Fid Freedom 2010 K6 Mutual Fund | — | — | — | $4.2M | 2.1% | |
| Fid Freedom 2015 K6 Mutual Fund | — | — | — | $3.0M | 1.5% | |
| TRP New Horizons I Mutual Fund | — | — | — | $2.9M | 1.5% | |
| Fid Govt MMkt Interest-Bearing Cash | — | — | — | $2.6M | 1.3% | |
| Vang Equity Inc Adm Mutual Fund | — | — | — | $2.5M | 1.2% | |
| AF Grth Fund Amer R6 Mutual Fund | — | — | — | $2.5M | 1.2% | |
| Fid Intl Index Mutual Fund | — | — | — | $2.3M | 1.2% | |
| Fid US Bond Idx Mutual Fund | — | — | — | $2.0M | 1.0% | |
| Prmcp Ody Aggr Grth Mutual Fund | — | — | — | $1.7M | 0.8% | |
| JH Dscpl Val Mdcp R6 Mutual Fund | — | — | — | $1.6M | 0.8% | |
| DFA US Small Cap I Mutual Fund | — | — | — | $1.5M | 0.8% | |
| Fid Intl Discovery Mutual Fund | — | — | — | $1.1M | 0.6% | |
| DFA Intl Value I Mutual Fund | — | — | — | $967K | 0.5% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $842K | 0.4% | |
| Fid Freedom Inc K6 Mutual Fund | — | — | — | $783K | 0.4% | |
| Fid Freedom 2060 K6 Mutual Fund | — | — | — | $565K | 0.3% | |
| Vang Hi Yld Corp Adm Mutual Fund | — | — | — | $561K | 0.3% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $532K | 0.3% | |
| Fkln Sm Cap Grth R6 Mutual Fund | — | — | — | $322K | 0.2% | |
| Gg G Retire Inc F45 Stable Value Collective Trust Fund | — | — | — | $319K | 0.2% | |
| GALLIARD RETIREMENT INCOME FUND F45 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $319K | 0.2% | |
| Fid Freedom 2065 K6 Mutual Fund | — | — | — | $20K | <0.1% |
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