Original filing (PDF)20251015154702NAL0006663568001

AMER. BOARD OF FAMILY MEDICINE, INC.

Name: AMER. BOARD OF FAMILY MEDICINE, INC. — AMERICAN BOARD OF FAMILY MEDICINE, INC. SAVINGS & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AMER. BOARD OF FAMILY MEDICINE, INC.

Form 5500

FILING_RECEIVED

AMERICAN BOARD OF FAMILY MEDICINE, INC. SAVINGS & PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

114

Accounts w/ balance

120

Plan assets (EOY)

$18.4M

Net assets (EOY)

$18.4M

How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMER. BOARD OF FAMILY MEDICINE, INC..

Plan sponsor

Name

AMER. BOARD OF FAMILY MEDICINE, INC.

EIN

43-0921226

Address

1648 MCGRATHIANA PARKWAY · 5TH FLOOR · LEXINGTON, KY · 40511

Phone

(859) 447-9625

Industry

Other Services (ex. Public Admin)see 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

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$53K	—

Investments

22 direct securities· $18.4M(100% of reported assets)

Other securities

$16.9M

20 holdings

Cash / Money Market

$1.4M

1 holding

Participant loans

$165K

1 holding

					% of plan
T. Rowe Price Blue Chip Growth I T. Rowe Price 0	Other securities	—	—	$3.1M	16.7%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$2.3M	12.7%
Oakmark Equity & Income Investor Oakmark 0	Other securities	—	—	$2.0M	10.9%
Allspring Special Mid Cap Value Instl Allspring 0	Other securities	—	—	$1.7M	9.2%
Dodge & Cox Balanced Fund I Dodge & Cox 0	Other securities	—	—	$1.5M	8.0%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Cash / Money Market	—	—	$1.4M	7.5%
Vanguard Equity Income Adm Vanguard 0	Other securities	—	—	$1.1M	6.1%
Janus Henderson Triton N Janus Henderson 0	Other securities	—	—	$997K	5.4%
Vanguard Mid-Cap Growth Index Adm Vanguard 0	Other securities	—	—	$939K	5.1%
Vanguard Small-Cap Growth Index Adm Vanguard 0	Other securities	—	—	$785K	4.3%
T. Rowe Price Real Estate I T. Rowe Price 0	Other securities	—	—	$379K	2.1%
MFS International Diversification R3 MFS 0	Other securities	—	—	$346K	1.9%
Oakmark International Instl Oakmark 0	Other securities	—	—	$342K	1.9%
Vanguard Interm-Term Treasury Adm Vanguard 0	Other securities	—	—	$316K	1.7%
Invesco Developing Markets A Invesco 0	Other securities	—	—	$253K	1.4%
JPMorgan Mid Cap Growth R6 JP Morgan 0	Other securities	—	—	$233K	1.3%
PIMCO Total Return Instl PIMCO 0	Other securities	—	—	$214K	1.2%
TCW MetWest Total Return Bond I TCW 0	Other securities	—	—	$176K	1.0%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$165K	0.9%
Invesco International Bond R6 Invesco 0	Other securities	—	—	$68K	0.4%
Principal Real Estate Securities R6 Principal 0	Other securities	—	—	$62K	0.3%
JHancock III Disc Val Mid Cap I John Hancock 0	Other securities	—	—	$54K	0.3%