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Original filing (PDF)20251015201141NAL0005799633001
AMBULNZ HOLDINGS, LLC
Form 5500
FILING_RECEIVED
DOCGO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,223
Accounts w/ balance
4,759
Plan assets (EOY)
$23.8M
Net assets (EOY)
$23.8M
How this plan invests
This plan
46 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMBULNZ HOLDINGS, LLC.
Plan sponsor
Name
AMBULNZ HOLDINGS, LLC
EIN
38-3977928
Address
685 3RD AVENUE · 9TH FLOOR · NEW YORK, NY · 10017
Phone
(917) 818-3089
Industry
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
2025-10-15
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
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
URISH POPECK & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $91K | — |
| FIRST REPUBLIC INVESTMENT MANAGEMEN | — | NEW YORK, NY | NONE | $7K | — |
Investments
46 direct securities· $21.0M(88% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.9M | 12.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.0M | 8.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.8M | 7.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.8M | 7.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.6M | 6.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.6M | 6.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 6.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $1.5M | 6.3% | |
| Vanguard S&P 500 ETF Vanguard 0 | — | — | — | $1.5M | 6.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.5M | 6.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $441K | 1.8% | |
| Vanguard Total Stock Market ETF Vanguard 0 | — | — | — | $341K | 1.4% | |
| Vanguard Growth Index ETF Vanguard 0 | — | — | — | $340K | 1.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $333K | 1.4% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $226K | 0.9% | |
| FullerThaler Behv Small-Cap Growth R6 FullerThaler 0 | — | — | — | $195K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $157K | 0.7% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $147K | 0.6% | |
| Lord Abbett Inflation Focused R6 Lord Abbett 0 | — | — | — | $146K | 0.6% | |
| JPMorgan Strategic Income Opptnty R6 JP Morgan 0 | — | — | — | $146K | 0.6% | |
| Vanguard Small-Cap Growth Index Inv Vanguard 0 | — | — | — | $144K | 0.6% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $80K | 0.3% | |
| Vanguard International Value Inv Vanguard 0 733 Vanguard Mid Cap Index ETF Vanguard 0 | — | — | — | $80K | 0.3% | |
| American Funds American Hi Inc Tr R6 American Funds 0 | — | — | — | $69K | 0.3% | |
| Vanguard Total International Stock ETF Vanguard 0 | — | — | — | $67K | 0.3% | |
| Putnam International Value R6 Putnam 0 | — | — | — | $66K | 0.3% | |
| Vanguard Total Bond Market ETF Vanguard 0 | — | — | — | $66K | 0.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $57K | 0.2% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $55K | 0.2% | |
| DFA U.S. Sustainability Core 1 Portfl I DFA 0 | — | — | — | $39K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $39K | 0.2% | |
| Vanguard FTSE Emerging Markets ETF Vanguard 0 | — | — | — | $30K | 0.1% | |
| DoubleLine Core Fixed Income I DoubleLine 0 857 GQG Partners Emerging Mkts Eq Instl GQG 0 | — | — | — | $29K | 0.1% | |
| Vanguard Selected Value Inv Vanguard 0 | — | — | — | $27K | 0.1% | |
| Vanguard Mid-Cap Growth Inv Vanguard 0 | — | — | — | $25K | 0.1% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $18K | <0.1% | |
| Vanguard Value Index ETF Vanguard 0 | — | — | — | $17K | <0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $17K | <0.1% | |
| DFA Intl Sustainability Core 1 Portfl I DFA 0 | — | — | — | $17K | <0.1% | |
| Victory RS Global R6 Victory 0 | — | — | — | $13K | <0.1% | |
| Virtus Zevenbergen Innovative Grow St I Virtus 0 | — | — | — | $10K | <0.1% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $9K | <0.1% | |
| Vanguard Pacific Stock Index Adm Vanguard 0 | — | — | — | $8K | <0.1% | |
| Parnassus Mid Cap Instl Parnassus 0 | — | — | — | $6K | <0.1% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Thornburg Limited Term Income R6 Thornburg 0 757 Nuveen Core Impact Bond R6 Nuveen 0 | — | — | — | $2K | <0.1% |
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