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Original filing (PDF)20250918083120NAL0001861618001
PARTNERMD, LLC
Form 5500
FILING_RECEIVED
PARTNERMD EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
163
Accounts w/ balance
141
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
24 pooled trusts
Schedule D
14 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
82
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: INDEXSELECT INCOME 2035 FUND (extraction pending)]" is 36% of plan.
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTNERMD, LLC.
Plan sponsor
Name
PARTNERMD, LLC
EIN
35-2187337
Address
7001 FOREST AVE STE 302 · RICHMOND, VA · 23226
Phone
(804) 282-2655
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
2025-09-18
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KEITER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
24 pooled funds· $12.6M(73% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT INCOME 2035 R6 GREAT GRAY · EIN 99-1579274 / PN 002 | Common Collective Trust | — | — | $4.6M | 26.5% | |
| INDEXSELECT INC & GROWTH RETIRE R6 GREAT GRAY · EIN 99-1579274 / PN 012 | Common Collective Trust | — | — | $2.2M | 12.6% | |
| INDEXSELECT INCOME RETIREMENT R6 GREAT GRAY · EIN 99-1579274 / PN 006 | Common Collective Trust | — | — | $2.1M | 12.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 01-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 6.3% | |
| INDEXSELECT INCOME 2045 R6 GREAT GRAY · EIN 99-1579274 / PN 003 | Common Collective Trust | — | — | $792K | 4.6% | |
| INDEXSELECT INCOME 2055 R6 GREAT GRAY · EIN 99-1579274 / PN 004 | Common Collective Trust | — | — | $657K | 3.8% | |
| INDEXSELECT INC & GROWTH 2045 R6 GREAT GRAY · EIN 99-1579274 / PN 009 | Common Collective Trust | — | — | $463K | 2.7% | |
| INDEXSELECT INCOME AND GROWTH 2035 GREAT GRAY · EIN 99-1579274 / PN 008 | Common Collective Trust | — | — | $391K | 2.3% | |
| INDEXSELECT INC & GROWTH 2055 R6 GREAT GRAY · EIN 99-1579274 / PN 010 | Common Collective Trust | — | — | $305K | 1.8% | |
| INDEXSELECT GROWTH 2055 R6 GREAT GRAY · EIN 99-1579274 / PN 016 | Common Collective Trust | — | — | $15K | <0.1% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $7K | <0.1% | |
| INDEXSELECT GROWTH 2045 R6 GREAT GRAY · EIN 99-1579274 / PN 015 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT INCOME 2065 R6 GREAT GRAY · EIN 99-1579274 / PN 005 | Common Collective Trust | — | — | $514 | <0.1% | |
| INDEXSELECT GROWTH 2035 R6 GREAT GRAY · EIN 99-1579274 / PN 014 | Common Collective Trust | — | — | $320 | <0.1% | |
| INDEXSELECT INCOME 2025 R6 GREAT GRAY · EIN 99-1579274 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD RETIRE FUND CL R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESS 2045 FUND CL R6 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT INCOME & GROWTH 2025 R6 GREAT GRAY · EIN 99-1579274 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD 2035 FUND CL R6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESS 2055 FUND CL R6 GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD 2025 FUND CL R6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD 2045 FUND CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD 2055 FUND CL R6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGR 2035 FUND CL R6 GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $0 | <0.1% |
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