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Original filing (PDF)20251013095458NAL0000460291001
BREVARD PHYSICIAN ASSOCIATES, PLLC
Form 5500
FILING_RECEIVED
BREVARD PHYSICIAN ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
242
Accounts w/ balance
357
Plan assets (EOY)
$120.8M
Net assets (EOY)
$120.8M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Self-directed brokerage accounts" is 30% of plan.
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BREVARD PHYSICIAN ASSOCIATES, PLLC.
Plan sponsor
Name
BREVARD PHYSICIAN ASSOCIATES, PLLC
EIN
46-2439952
Address
2627 W. EAU GALLIE BLVD · MELBOURNE, FL · 32935
Phone
(321) 837-3820
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
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | SMITHFIELD, RI | RECORDKEEPER | $3K | — |
Investments
40 direct securities· $120.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts | — | — | — | $35.6M | 29.4% | |
| FIDELITY FREEDOM 2035 Mutual Fund | — | — | — | $13.0M | 10.8% | |
| FIDELITY 500 INDEX PR Mutual Fund | — | — | — | $12.2M | 10.1% | |
| FIDELITY FREEDOM 2045 Mutual Fund | — | — | — | $7.9M | 6.6% | |
| FIDELITY FREEDOM 2040 Mutual Fund | — | — | — | $5.6M | 4.7% | |
| FIDELITY CONTRAFUND Mutual Fund | — | — | — | $4.9M | 4.0% | |
| FIDELITY FREEDOM 2030 Mutual Fund | — | — | — | $4.8M | 4.0% | |
| FIDELITY GROWTH COMPANY FUND K Mutual Fund | — | — | — | $4.2M | 3.5% | |
| FIDELITY GOVT MMRK PRM Money Market | — | — | — | $4.0M | 3.3% | |
| FIDELITY FREEDOM 2050 Mutual Fund | — | — | — | $3.5M | 2.9% | |
| FIDELITY INTL INDEX PR Mutual Fund | — | — | — | $2.3M | 1.9% | |
| FIDELITY FREEDOM 2025 Mutual Fund | — | — | — | $2.2M | 1.8% | |
| FIDELITY MAGELLAN Mutual Fund | — | — | — | $1.8M | 1.5% | |
| FIDELITY REAL ESTATE INDEX PR Mutual Fund | — | — | — | $1.6M | 1.3% | |
| FIDELITY FREEDOM 2055 Mutual Fund | — | — | — | $1.5M | 1.3% | |
| FIDELITY BALANCED Mutual Fund | — | — | — | $1.5M | 1.2% | |
| FIDELITY MID CAP INDEX PR Mutual Fund | — | — | — | $1.3M | 1.0% | |
| FIDELITY EQ DIV INCOME Mutual Fund | — | — | — | $1.1M | 0.9% | |
| FIDELITY TOTAL BOND Mutual Fund | — | — | — | $960K | 0.8% | |
| FIDELITY SMALL CAP VALUE Mutual Fund | — | — | — | $913K | 0.8% | |
| FIDELITY MID CAP STOCK K Mutual Fund | — | — | — | $877K | 0.7% | |
| ARTISAN MID CAP VALUE Mutual Fund | — | — | — | $816K | 0.7% | |
| similar party investment Value * FIDELITY SM CAP IDX PR Mutual Fund | — | — | — | $793K | 0.7% | |
| FIDELITY GROWTH & INC Mutual Fund | — | — | — | $745K | 0.6% | |
| FIDELITY US BOND INDEX Mutual Fund | — | — | — | $731K | 0.6% | |
| FIDELITY FREEDOM 2020 Mutual Fund | — | — | — | $727K | 0.6% | |
| FIDELITY FREEDOM 2060 Mutual Fund | — | — | — | $718K | 0.6% | |
| FIDELITY FREEDOM 2070 Mutual Fund ** 642 * FIDELITY EMERGING MARKETS Mutual Fund | — | — | — | $575K | 0.5% | |
| FIDELITY LOW PRICED Mutual Fund | — | — | — | $549K | 0.5% | |
| FIDELITY SMALL CAP GROWTH Mutual Fund | — | — | — | $542K | 0.4% | |
| FIDELITY STKSEL LARGE CAP VALUE Mutual Fund | — | — | — | $462K | 0.4% | |
| FIDELITY REAL ESTATE INVS Mutual Fund | — | — | — | $456K | 0.4% | |
| FIDELITY CAPITAL & INCOME Mutual Fund | — | — | — | $434K | 0.4% | |
| FIDELITY OVERSEAS Mutual Fund | — | — | — | $394K | 0.3% | |
| FIDELITY STRATEGIC INCOME Mutual Fund | — | — | — | $184K | 0.2% | |
| LOOMIS SM CAP VALUE Mutual Fund | — | — | — | $129K | 0.1% | |
| FIDELITY FREEDOM 2065 Mutual Fund | — | — | — | $125K | 0.1% | |
| FIDELITY INFLAT PROT BOND Mutual Fund | — | — | — | $82K | <0.1% | |
| FIDELITY FREEDOM 2015 Mutual Fund | — | — | — | $11K | <0.1% | |
| TMPL GLOBAL BOND Mutual Fund | — | — | — | $8K | <0.1% |