Original filing (PDF)20251010153529NAL0004754147001

AMERICAN COLLEGE OF EMERGENCY PHYSICIANS

Name: AMERICAN COLLEGE OF EMERGENCY PHYSICIANS — AMERICAN COLLEGE OF EMERGENCY PHYSICIANS 401(K) PS PLAN, Form 5500 (2024)
Creator: AMERICAN COLLEGE OF EMERGENCY PHYSICIANS

Form 5500

FILING_RECEIVED

AMERICAN COLLEGE OF EMERGENCY PHYSICIANS 401(K) PS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

139

Accounts w/ balance

221

Plan assets (EOY)

$42.5M

Net assets (EOY)

$42.5M

How this plan invests

This plan

15 pooled trusts

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN COLLEGE OF EMERGENCY PHYSICIANS.

Plan sponsor

Name

AMERICAN COLLEGE OF EMERGENCY PHYSICIANS

EIN

38-1888798

Address

4950 W ROYAL LANE · IRVING, TX · 750632524

Phone

(972) 550-0911

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WOODBURY FINANCIAL SVCS	41-0944586	—	INVESTMENT ADVISORY	$0	—
OSAIC WEALTH, INC.	93-0987232	—	INVESTMENT ADVISORY	$0	—
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Investments

26 direct securities · 15 pooled funds· $46.6M(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.

Other securities

$23.7M

18 holdings

Common Collective Trust

$18.8M

15 holdings

Common Collective Trusts

$3.5M

6 holdings

Participant loans

$257K

1 holding

Common Stock

$230K

1 holding

					% of plan
Am Funds Am Balanced R4 Fund	Other securities	—	$0	$8.6M	20.3%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	—	$0	$4.5M	10.7%
BlackRock Infl Pro Bd Inst Fd	Other securities	—	$0	$4.3M	10.2%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	—	$0	$3.6M	8.4%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	—	$0	$2.6M	6.1%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	—	—	$2.5M	5.8%
Fed Hrmes Kaufmann Sm Cap A Fd	Other securities	—	$0	$2.5M	5.8%
Allspring Spec Sm Cp Value Adm	Other securities	—	$0	$2.0M	4.6%
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	—	$0	$1.8M	4.2%
American Funds NewWorld R6	Other securities	—	$0	$1.6M	3.7%
Vanguard I-T Treasury Adm Fd	Other securities	—	$0	$1.5M	3.6%
Prin LifeTime Hybr 2060 CIT Z	Common Collective Trusts	—	$0	$1.3M	3.1%
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	—	$0	$1.1M	2.5%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	—	$0	$1.0M	2.4%
Prin LifeTime Hybr 2065 CIT Z	Common Collective Trusts	—	$0	$1.0M	2.4%
PRINCIPAL STABLE VALUE SELECT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	—	—	$1.0M	2.4%
Prin SmCap S&P 600 Idx Inst Fd	Other securities	—	$0	$934K	2.2%
Prin LifeTime Hybr 2015 CIT Z	Common Collective Trusts	—	$0	$539K	1.3%
PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012	Common Collective Trust	—	—	$458K	1.1%
Prin MidCp S&P 400 Idx Inst Fd	Other securities	—	$0	$458K	1.1%
PUTNAM LARGE CAP VALUE R FUND	Other securities	—	$0	$444K	1.0%
VICTORY RS GLOBAL R6 FUND	Other securities	—	$0	$442K	1.0%
Principal Stable Value Select	Other securities	—	$0	$353K	0.8%
Participant Loans	Participant loans	—	$0	$257K	0.6%
Prin LifeTime Hyb 2070 CIT Z	Common Collective Trusts	—	$0	$246K	0.6%
Prin LifeTime Hybr 2020 CIT Z	Common Collective Trusts	—	$0	$230K	0.5%
Principal Core Fix Inc Inst Fd	Common Stock	—	$0	$230K	0.5%
Prin LgCp S&P 500 Idx Inst Fd	Other securities	—	$0	$226K	0.5%
Prin LifeTime Hybr Inc CIT Z	Common Collective Trusts	—	$0	$182K	0.4%
PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	—	$0	$126K	0.3%
PGIM Global Total Ret R6 Fd	Other securities	—	$0	$115K	0.3%
PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	—	—	$97K	0.2%
Prin MidCap Value I R5 Fund	Other securities	—	$0	$97K	0.2%
JP MORGAN MID CAP GROWTH R6 FD	Other securities	—	$0	$92K	0.2%
PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002	Common Collective Trust	—	—	$92K	0.2%
Fidelity Advisr Intrnl Gr I Fd	Other securities	—	$0	$83K	0.2%
PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014	Common Collective Trust	—	—	$9K	<0.1%
Franklin Utilities A1 Fund	Other securities	—	$0	$9K	<0.1%
JP MORGAN GRW ADVANTAGE R4 FD	Other securities	—	$0	$1K	<0.1%
PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011	Common Collective Trust	—	—	$1K	<0.1%
MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549	Common Collective Trust	—	—	$0	<0.1%