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Original filing (PDF)20251013115048NAL0000565123001
AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC.
Form 5500
FILING_RECEIVED
AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
235
Accounts w/ balance
331
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 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 AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC..
Plan sponsor
Name
AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC.
EIN
45-2518871
Address
100 SUMMIT LAKE DR · SUITE 230-A · VALHALLA, NY · 105951323
Phone
(914) 593-7808
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
31 direct securities · 4 pooled funds· $27.4M(100% 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
$21.3M
30 holdings
Mutual Funds
$4.4M
1 holding
Pooled Separate Account
$1.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GROUP ANNUITY CONTRACT SHARES / UNITS * Principal Fixed Income Guaranteed Option | — | — | — | $6.6M | 24.1% | |
| S American Funds Strategic Bond R6 Fund | Mutual Funds | — | $487K | $4.4M | 15.9% | |
| American Funds New World R6 Fund | — | — | $33K | $2.5M | 9.3% | |
| Vanguard Growth Index Admiral Fund | — | — | $10K | $2.2M | 8.0% | |
| Vanguard Equity Income Admiral Fund | — | — | $24K | $2.1M | 7.6% | |
| Vanguard Small Cap Value Index Admiral Fund | — | — | $1K | $1.2M | 4.4% | |
| Fidelity 500 Index Premium Fund | — | — | $4K | $818K | 3.0% | |
| Vanguard Small Cap Growth Index Admiral Fund | — | — | $8K | $773K | 2.8% | |
| American Funds Target Date Retirement 2030 R6 Fund | — | — | $42K | $735K | 2.7% | |
| American Funds Washington Mutual Investors R6 Fund | — | — | $12K | $724K | 2.6% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | $31K | $545K | 2.0% | |
| American Funds Target Date Retirement 2040 R6 Fund | — | — | $25K | $513K | 1.9% | |
| Principal Mid Cap S&P 400 Index SA-Z | — | — | $5K | $506K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $506K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $5K | $489K | 1.8% | |
| American Funds Target Date Retirement 2045 R6 Fund | — | — | $17K | $370K | 1.3% | |
| American Funds New Perspective R6 Fund | — | — | $5K | $325K | 1.2% | |
| American Funds Target Date Retirement 2050 R6 Fund | — | — | $15K | $317K | 1.2% | |
| with maturities through 2029 | — | — | — | $287K | 1.0% | |
| American Funds Target Date Retirement 2025 R6 Fund | — | — | $13K | $190K | 0.7% | |
| Vanguard Financials Index Admiral Fund | — | — | $3K | $180K | 0.7% | |
| Principal Mid cap Growth Separate Account | — | — | $1K | $150K | 0.5% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $150K | 0.5% | |
| Vanguard Lifestrategy Growth Investment Fund | — | — | $3K | $140K | 0.5% | |
| T. Rowe Price Health Sciences Fund | — | — | $2K | $136K | 0.5% | |
| Vanguard Energy Index Admiral Fund | — | — | $2K | $94K | 0.3% | |
| (E) | — | — | $18K | $94K | 0.3% | |
| Invesco International Dividend Yield fund | — | — | $6K | $92K | 0.3% | |
| American Funds Target Date Retirement 2020 R6 Fund | — | — | $6K | $78K | 0.3% | |
| American Funds Target Date Retirement 2060 R6 Fund | — | — | $3K | $56K | 0.2% | |
| American Funds Target Date Retirement 2035 R6 Fund | — | — | $2K | $40K | 0.1% | |
| American Funds Target Date Retirement 2055 R6 Fund | — | — | $1K | $35K | 0.1% | |
| Pimco GNMA & Government Securities Fund | — | — | $2K | $18K | <0.1% | |
| Cohen & Steers Institutional Realty Shares 272 | — | — | — | $13K | <0.1% | |
| American Funds Target Date Retirement 2065 R6 Fund 278 | — | — | — | $5K | <0.1% |
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