Back to filter
Original filing (PDF)20250619094044NAL0001748563001
PRACTICE MANAGEMENT SOLUTIONS
Form 5500-SF
FILING_RECEIVED
PRACTICE MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
132
Accounts w/ balance
49
Plan assets (EOY)
$878K
Net assets (EOY)
$878K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRACTICE MANAGEMENT SOLUTIONS.
Plan sponsor
Name
PRACTICE MANAGEMENT SOLUTIONS
EIN
38-4098449
Address
1105 HUDSON LN · MONROE, LA · 712016003
Phone
(318) 322-6500
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
2025-06-19
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
LORNA M. BARTE, M.D., AND ASSOCIATES
LORNA M. BARTE, M.D., AND ASSOCIATES RETIREMENT PLAN
$878K · 4 participants
CITTA PSYCHOTHERAPY PLLC
CITTA PSYCHOTHERAPY PLLC 401(K) PLAN
$877K · 20 participants
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS, LLC
LIGHT ON ANXIETY 401(K) PLAN
$880K · 50 participants
CUMBERLAND RIVER BEHAVIORAL HEALTH INC
CUMBERLAND RIVER BEHAVIORAL HEALTH RETIREMENT SAVINGS PLAN
$880K · 469 participants
SAMUEL GLAZER, MD
SAMUEL GLAZER 401(K) PROFIT SHARING PLAN
$875K · 4 participants
MICHELLE C DELEHANT, PH.D., INC.
MICHELLE C DELEHANT, PH.D., INC. 401K PLAN
$874K · 8 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants