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Original filing (PDF)20250924104004NAL0002966835001
TMS NEUROHEALTH CENTER, INC.
Form 5500
FILING_RECEIVED
GREENBROOK TMS 401(K) PLAN
401(k) retirement plan
Signals · 2
~110 bps in Sched C fees6 service providers
Active participants
414
Accounts w/ balance
614
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 110 bps in Schedule C fees — 112% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TMS NEUROHEALTH CENTER, INC..
Plan sponsor
Name
TMS NEUROHEALTH CENTER, INC.
EIN
47-4864814
Address
8405 GREENSBORO DRIVE · SUITE 120 · MCLEAN, VA · 22102
Phone
(855) 333-4867
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
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR, BROKER DEALER | $22K | — |
| HUB INTERNATIONAL NEW ENGLAND LLC | — | WILMINGTON, MA | FIDUCIARY, ADVISOR, TPA | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS LLC | 88-1100312 | — | TPA | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | — | KINGSTON, NH | AUDITOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $944 | — |
Investments
27 direct securities· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2060 Target Date Retirement R6 Fund " | — | — | — | $2.1M | 23.0% | |
| American Funds 2055 Target Date Retirement R6 Fund " | — | — | — | $1.5M | 16.3% | |
| American Funds 2050 Target Date Retirement R6 Fund " | — | — | — | $1.2M | 13.4% | |
| American Funds 2035 Target Date Retirement R6 Fund " | — | — | — | $704K | 7.7% | |
| American Funds 2040 Target Date Retirement R6 Fund " | — | — | — | $695K | 7.6% | |
| American Funds 2045 Target Date Retirement R6 Fund " | — | — | — | $639K | 7.0% | |
| Fidelity 500 Index Fund " | — | — | — | $620K | 6.8% | |
| American Funds 2030 Target Date Retirement R6 Fund " | — | — | — | $533K | 5.9% | |
| Fidelity Large Cap Value Index Fund " | — | — | — | $252K | 2.8% | |
| American Funds 2025 Target Date Retirement R6 Fund " | — | — | — | $239K | 2.6% | |
| Fidelity Advisor Equity Growth Z Fund " | — | — | — | $79K | 0.9% | |
| Fidelity International Index Fund " | — | — | — | $72K | 0.8% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $61K | 0.7% | |
| Fixed Account Guaranteed account | — | — | — | $61K | 0.7% | |
| American Funds Washington Mutual R6 Fund " | — | — | — | $59K | 0.6% | |
| American Funds Europacific Growth R6 Fund " | — | — | — | $49K | 0.5% | |
| Fidelity Small Cap Index Fund " | — | — | — | $43K | 0.5% | |
| Fidelity Total Bond K6 Fund " ** 710 Fidelity US Bond Index Fund " | — | — | — | $42K | 0.5% | |
| PIMCO Income Instl Fund " | — | — | — | $42K | 0.5% | |
| American Funds 2020 Target Date Retirement R6 Fund " | — | — | — | $30K | 0.3% | |
| American Funds New World R6 Fund " | — | — | — | $19K | 0.2% | |
| Undiscovered Managers Behavioral Value R6 Fund " | — | — | — | $14K | 0.2% | |
| Fidelity Inflation Protected Bond Index Fund " | — | — | — | $14K | 0.2% | |
| Allspring Special Mid Cap Value R6 Fund Mutual fund | — | — | — | $12K | 0.1% | |
| Fidelity Mid Cap Growth Index Fund " | — | — | — | $10K | 0.1% | |
| BlackRock High Yield Bond Portfolio K Fund " ** 181 BrandywineGLOBAL - Global Opps Bond IS Fund " | — | — | — | $5K | <0.1% | |
| Fidelity Small Cap Growth K6 Fund " | — | — | — | $2K | <0.1% |