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Original filing (PDF)20251027180029NAL0005892721001
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION
Form 5500
FILING_RECEIVED
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
487
Accounts w/ balance
678
Plan assets (EOY)
$294.4M
Net assets (EOY)
$294.4M
How this plan invests
This plan
1 pooled trust
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION.
Plan sponsor
Name
EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION
EIN
41-0949999
Address
4300 MARKETPOINTE DRIVE SUITE 100 · BLOOMINGTON, MN · 55435
Phone
(952) 835-9880
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
2025-10-27
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $146K | — |
| EVEREST FINANCIAL GROUP LLC | 20-3239712 | — | NONE | $49K | — |
| THE ADVOCATE GROUP LLC | 45-1497656 | — | NONE | $14K | — |
| OCEANSIDE ADVISORS LLC | 46-1098476 | — | NONE | $10K | — |
| CLIFTONLARSONALLEN | 41-1803291 | — | NONE | $10K | — |
| LARSON FINANCIAL GROUP LLC | 20-4773945 | — | NONE | $10K | — |
| BOULAY FINANCIAL ADVISORS LLC | 41-1803291 | — | NONE | $10K | — |
| MUTUAL ADVISORS LLC | 27-1193779 | — | NONE | $9K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
15 direct securities · 1 pooled fund· $291.2M(99% 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
$279.6M
15 holdings
Common Collective Trust
$11.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $49.9M | 16.9% | |
| PIMCO Total Return Fund | — | — | — | $42.6M | 14.5% | |
| Various Self Directed Brokerage Accounts | — | — | — | $36.9M | 12.5% | |
| Vanguard Windsor II Fund | — | — | — | $26.4M | 9.0% | |
| Vanguard Mid Cap Index Inst Fund | — | — | — | $24.2M | 8.2% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $20.5M | 7.0% | |
| Primecap Odyssey Growth Fund | — | — | — | $16.0M | 5.4% | |
| Wilmington Trust, N.A. Galliard Retirement Income Fund Cl 35 | — | — | — | $11.6M | 3.9% | |
| WILMGTTR CIT II GALLIARD RET INC FD GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $11.6M | 3.9% | |
| Primecap Odyssey Aggressive Growth Fund | — | — | — | $11.3M | 3.8% | |
| Vanguard Emerging Markets Select Stock Fund | — | — | — | $9.9M | 3.3% | |
| PIMCO RAE US Small Fund Institutional Class | — | — | — | $8.9M | 3.0% | |
| Morgan Stanley Morgan Stanley Inception Poris Fund | — | — | — | $7.7M | 2.6% | |
| Dodge & Cox Dodge & Cox International Stock X Fund | — | — | — | $7.5M | 2.6% | |
| Cohen & Steers Cohen & Steers Realty Shares L | — | — | — | $5.6M | 1.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $624K | 0.2% |
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