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Original filing (PDF)20251015105303NAL0008831458001
ARTHRITIS & RHEUMATISM ASSOCIATES, P.C.
Form 5500
FILING_RECEIVED
ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
187
Accounts w/ balance
263
Plan assets (EOY)
$37.6M
Net assets (EOY)
$37.6M
How this plan invests
This plan
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.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARTHRITIS & RHEUMATISM ASSOCIATES, P.C..
Plan sponsor
Name
ARTHRITIS & RHEUMATISM ASSOCIATES, P.C.
EIN
52-1072944
Address
7361 CALHOUN PLACE, SUITE 600 · ROCKVILLE, MD · 20855
Phone
(301) 942-7600
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
2025-10-15
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $9K | — |
Investments
33 direct securities· $35.9M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge and Cox Dodge & Cox Stock - | — | — | — | $5.2M | 13.9% | |
| Vanguard 500 Index ADM - | — | — | — | $4.9M | 12.9% | |
| T. Rowe Price T Rowe Price Blue Chip Growth I - | — | — | — | $3.8M | 10.2% | |
| Schwab Funds 2040 RETIREMENT DATE FUND - | — | — | — | $3.8M | 10.1% | |
| Schwab Funds 2050 RETIREMENT DATE FUND - | — | — | — | $1.6M | 4.4% | |
| Columbia Contrarian Core Inst 3 - | — | — | — | $1.4M | 3.7% | |
| Schwab Funds 2035 RETIREMENT DATE FUND - | — | — | — | $1.3M | 3.5% | |
| Schwab Funds Schwab Treasury Oblig Money Val Advtg - | — | — | — | $1.2M | 3.2% | |
| Vanguard Mid Cap Index ADM - | — | — | — | $1.2M | 3.1% | |
| WCM Investment Management WCM Focused Intl Gr Instl - | — | — | — | $1.1M | 3.1% | |
| Allspring Special Mid Cap Value R6 - | — | — | — | $1.1M | 3.0% | |
| Schwab Funds 2055 RETIREMENT DATE FUND - | — | — | — | $1.1M | 2.9% | |
| Schwab Funds 2045 RETIREMENT DATE FUND - | — | — | — | $896K | 2.4% | |
| JP Morgan JPMorgan Small Cap Value R6 - | — | — | — | $808K | 2.1% | |
| Dodge and Cox Dodge & Cox Income I | — | — | — | $789K | 2.1% | |
| Vanguard Small Cap Index ADM - | — | — | — | $642K | 1.7% | |
| American Funds American Funds New Perspective R6 - | — | — | — | $585K | 1.6% | |
| Vanguard Total Intl Stock Index Adm - | — | — | — | $568K | 1.5% | |
| Schwab Funds 2030 RETIREMENT DATE FUND - | — | — | — | $554K | 1.5% | |
| MassMutual Slct MidCap Grwth I - | — | — | — | $537K | 1.4% | |
| Dodge and Cox Dodge and Cox International Stock - | — | — | — | $522K | 1.4% | |
| Invesco Developing Markets R6 - | — | — | — | $447K | 1.2% | |
| Vanguard Total Bond Market Index Adm - | — | — | — | $378K | 1.0% | |
| Notes receivable from Loan to participants with interest rates ranging from participants 5.25% to 10.50% maturing dates through April 2031 - | — | — | — | $247K | 0.7% | |
| Cohen & Steers Cohen & Steers Global Realty Z - | — | — | — | $208K | 0.6% | |
| Schwab Funds 2060 RETIREMENT DATE FUND - | — | — | — | $205K | 0.5% | |
| Wasatch Core Growth Institutional - | — | — | — | $202K | 0.5% | |
| Schwab Funds 2020 RETIREMENT DATE FUND - | — | — | — | $175K | 0.5% | |
| Principal Funds Principal Div Real Asset R6 - | — | — | — | $152K | 0.4% | |
| Schwab Funds Retiree Retirement Date Fund - | — | — | — | $66K | 0.2% | |
| Schwab Funds 2025 RETIREMENT DATE FUND - | — | — | — | $59K | 0.2% | |
| Vanguard Total Intl Bd Idx Admiral - | — | — | — | $9K | <0.1% | |
| Fidelity Strategic Income Ret - | — | — | — | $7K | <0.1% |