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Original filing (PDF)20251009131517NAL0011020336001
SILVER PINE MEDICAL GROUP, PLC
Form 5500
FILING_RECEIVED
SILVER PINE MEDICAL GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 2
48% in single holdingNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
221
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
76
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BlackRock 60/40 Target Alloc K BlackRock 0" is 48% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILVER PINE MEDICAL GROUP, PLC.
Plan sponsor
Name
SILVER PINE MEDICAL GROUP, PLC
EIN
38-3621355
Address
43455 SCHOENHERR ROAD · SUITE 2 · STERLING HEIGHTS, MI · 48313
Phone
(586) 884-2702
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FENNER MELSTROM & DOOLING, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $3K | — |
Investments
22 direct securities · 1 pooled fund· $18.2M(97% 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
$18.1M
22 holdings
Common Collective Trust
$92K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock 60/40 Target Alloc K BlackRock 0 | — | — | — | $8.7M | 46.7% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $2.4M | 13.1% | |
| Schwab U.S. Large-Cap Growth ETF Schwab 0 | — | — | — | $1.5M | 8.0% | |
| Vanguard High Dividend Yield Index Adm Vanguard 0 | — | — | — | $1.3M | 6.7% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $908K | 4.9% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $471K | 2.5% | |
| MFS International Diversification R4 MFS 0 | — | — | — | $400K | 2.1% | |
| Loomis Sayles Core Plus Bond N Loomis Sayles 0 | — | — | — | $353K | 1.9% | |
| Lord Abbett Inflation Focused R6 Lord Abbett 0 | — | — | — | $347K | 1.9% | |
| BlackRock 80/20 Target Alloc K BlackRock 0 | — | — | — | $335K | 1.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $257K | 1.4% | |
| Vanguard FTSE All-World ex-US Idx ETF Vanguard 0 | — | — | — | $220K | 1.2% | |
| Schwab U.S. Small-Cap ETF Schwab 0 | — | — | — | $186K | 1.0% | |
| Vanguard Long-Term Corp Bond ETF Vanguard 0 | — | — | — | $113K | 0.6% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $107K | 0.6% | |
| American Funds New World R6 American Funds 0 | — | — | — | $103K | 0.6% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $92K | 0.5% | |
| Schwab US Mid-Cap ETF Schwab 0 21 SPDR S&P 400 Mid Cap Growth ETF SPDR 0 | — | — | — | $88K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $75K | 0.4% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $75K | 0.4% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $72K | 0.4% | |
| Vanguard Long-Term Investment Grade Adm Vanguard 0 | — | — | — | $26K | 0.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $4K | <0.1% |
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