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Original filing (PDF)20251002140217NAL0000381251001
ADVANTAGECARE PHYSICIANS, P.C.
Form 5500
FILING_RECEIVED
ADVANTAGECARE PHYSICIANS PC 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
863
Accounts w/ balance
1,346
Plan assets (EOY)
$333.4M
Net assets (EOY)
$333.4M
How this plan invests
This plan
1 pooled trust
Schedule D
2 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Master Trust for the AdvantageCare Physicians, P.C. Defined Contribution Plans Interest in trust" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANTAGECARE PHYSICIANS, P.C..
Plan sponsor
Name
ADVANTAGECARE PHYSICIANS, P.C.
EIN
46-0970995
Address
55 WATER ST 11TH FLOOR · NEW YORK, NY · 10041
Phone
(646) 447-0683
Industry
Offices of Physicians· 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
2025-10-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $99K | — |
| EMPOWER LIFE & ANNUITY INSURANCE CO | 84-0467907 | — | NONE | $6K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $300 | — |
Investments
1 direct security · 1 pooled fund· $332.5M(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.
Master Trust
$331.0M
1 holding
Uncategorized
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER TRUST FOR ADVANTAGECARE PHYS ADVANTAGECARE PHYSICIANS, P.C. · EIN 46-0970995 / PN 002 | Master Trust | — | — | $331.0M | 99.3% | |
| Participant Loans Interest rates of 4.25% to 9.50% - | — | — | — | $1.5M | 0.5% |
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