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Original filing (PDF)20251015162526NAL0010624706001
THE ANDERSON CLINIC, LLC
Form 5500
FILING_RECEIVED
THE ANDERSON CLINIC LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
181
Accounts w/ balance
158
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ANDERSON CLINIC, LLC.
Plan sponsor
Name
THE ANDERSON CLINIC, LLC
EIN
54-0885758
Address
2800 SHIRLINGTON ROAD SUITE 1100 · ARLINGTON, VA · 22206
Phone
(703) 892-6500
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
2025-10-15
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
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
UHY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 04-3157927 | COLUMBUS, OH | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIMOTHY DANEHOWER | 57-9725874 | FAIRFAX, VA | FINANCIAL ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POLLARD & ASSOCIATES | 52-0909772 | HUNT VALLEY, MD | TPA | $2K | — |
Investments
46 direct securities· $30.8M(99% of reported assets)
Uncategorized
$30.5M
45 holdings
Mutual Funds
$255K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century American Century Ultra Fund (Inv) | — | — | — | $4.2M | 13.6% | |
| Fidelity Puritan Fund | — | — | — | $2.2M | 7.2% | |
| Fidelity Magellan Fund | — | — | — | $1.8M | 6.0% | |
| American Century American Century Discplnd Cor Val Fund (A) | — | — | — | $1.7M | 5.7% | |
| Nationwide S&P 500 Index Fund (Svc) | — | — | — | $1.5M | 4.9% | |
| BlackRock Health Sciences Opps. Fund (A) | — | — | — | $1.5M | 4.8% | |
| American Funds American Funds AMCAP Fund (R3) | — | — | — | $1.4M | 4.4% | |
| Franklin Templeton Franklin Small-Mid Cap Growth Fund (A) | — | — | — | $1.3M | 4.2% | |
| Fidelity Adv. Growth Opportunities Fund (A) | — | — | — | $1.3M | 4.1% | |
| Fidelity Asset Manager 50% Fund | — | — | — | $1.1M | 3.6% | |
| Invesco Global Fund (A) | — | — | — | $1.0M | 3.3% | |
| Janus Henderson Funds Janus Henderson Forty Fund (T) | — | — | — | $835K | 2.7% | |
| Fidelity Advisor Freedom 2045 Fund (A) | — | — | — | $830K | 2.7% | |
| American Century American Century Small Cap Value Fund (A) | — | — | — | $803K | 2.6% | |
| Fidelity Advisor Freedom 2050 Fund (A) | — | — | — | $770K | 2.5% | |
| Fidelity Advisor Freedom 2035 Fund (A) | — | — | — | $763K | 2.5% | |
| BNY Mellon BNY Mellon Core Plus Fund (A) | — | — | — | $696K | 2.2% | |
| Franklin Templeton Foreign Fund | — | — | — | $622K | 2.0% | |
| similar party collateral, par or maturity value Cost** Value Money Market Fund * Nationwide Government Money Market Fund (R6) | — | — | — | $618K | 2.0% | |
| Neuberger Berman Neuberger Berman Large Cap Growth Fund (Inv) | — | — | — | $520K | 1.7% | |
| Fidelity Advisor Equity Dividend Inc Fund (A) | — | — | — | $518K | 1.7% | |
| Fidelity Advisor Freedom 2055 Fund (A) | — | — | — | $508K | 1.6% | |
| Nationwide Small Cap Index Fund (A) | — | — | — | $445K | 1.4% | |
| American Funds American Funds Fundamental Inv Fund (R3) | — | — | — | $439K | 1.4% | |
| Fidelity Advisor Freedom 2030 Fund (A) | — | — | — | $430K | 1.4% | |
| American Funds American Funds Growth Fund of America (R3) | — | — | — | $421K | 1.4% | |
| Janus Henderson Funds Janus Henderson Research Fund (T) | — | — | — | $316K | 1.0% | |
| Fidelity Advisor Freedom 2060 Fund (A) | — | — | — | $271K | 0.9% | |
| Fidelity Advisor Freedom 2040 Fund (A) | — | — | — | $270K | 0.9% | |
| Fidelity Advisor Freedom 2020 Fund (A) | — | — | — | $269K | 0.9% | |
| Aberdeen Investments Aberdeen Standard Investments | Mutual Funds | — | — | $255K | 0.8% | |
| VIRTUOSO 2 | — | — | — | $202K | 0.7% | |
| Russell Investments Russell Strategic Bond Fund (S) | — | — | — | $141K | 0.5% | |
| Invesco Global Opportunities Fund (A) | — | — | — | $136K | 0.4% | |
| Participant loans Interest ranges from 4.25% to 9.50% -0- | — | — | — | $95K | 0.3% | |
| American Funds American Funds New Economy Fund (R3) | — | — | — | $87K | 0.3% | |
| Fidelity Advisor Freedom 2010 Fund (A) | — | — | — | $79K | 0.3% | |
| Fidelity Advisor Freedom 2025 Fund (A) | — | — | — | $76K | 0.2% | |
| Franklin Templeton Growth Fund (A) | — | — | — | $69K | 0.2% | |
| Invesco Discovery Mid Cap Growth Fund (A) | — | — | — | $56K | 0.2% | |
| Invesco Global Strategic Income Fund (A) | — | — | — | $38K | 0.1% | |
| Davis Funds Davis New York Venture Fund (A) | — | — | — | $31K | 0.1% | |
| Fidelity Advisor Freedom 2065 Fund (A) | — | — | — | $19K | <0.1% | |
| Nationwide Mid Cap Market Index Fund (A) | — | — | — | $19K | <0.1% | |
| Fidelity Advisor Value Strategies Fund (A) | — | — | — | $16K | <0.1% | |
| ClearBridge Large Cap Growth Fund (A) | — | — | — | $4K | <0.1% |