How big is Trusted Doctors LLC's plan?

Trusted Doctors LLC's plan reported $62.5M in assets and 911 participants for 2024.

Original filing (PDF)20251006133406NAL0003476993001

Trusted Doctors LLC

Name: Trusted Doctors LLC — Trusted Doctors LLC 401(k), Form 5500 (2024)
Creator: Trusted Doctors LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Trusted Doctors LLC 401(k) Plan

401(k) retirement plan · Trusted Doctors LLC's Trusted Doctors LLC 401(k) Plan held $62.5M in plan assets for 911 participants in 2024, with Fidelity as recordkeeper.

Active participants

911

Accounts w/ balance

701

Plan assets (EOY)

$62.5M

Net assets (EOY)

$62.5M

People on this filing

RAPA Barsel signed Trusted Doctors LLC's 2024 Form 5500 as plan administrator.

RAPA Barsel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trusted Doctors LLC's EIN is 54-0967672.

EIN 54-0967672

Plan number 002

Plan year 2024

ACK ID 20251006133406NAL0003476993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trusted Doctors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trusted Doctors LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTED DOCTORS LLC.

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How this plan invests

This plan

3 pooled trusts

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

TRUSTED DOCTORS LLC

EIN

all filings

Address

13135 LEE JACKSON MEMORIAL HWY · 201 · FAIRFAX, VA · 22033

Phone

(703) 322-0245

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-06

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

2F · ERISA section 404(c)

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$76K	—

Investments

26 direct securities · 3 pooled funds· $62.5M(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.

Mutual Funds

$43.9M

18 holdings

Common Collective Trusts

$13.5M

5 holdings

Common Collective Trust

$4.6M

3 holdings

Bonds / Notes

$402K

1 holding

Other securities

$187K

2 holdings

					% of plan
Fidelity 500 Index Fund n/a	Common Collective Trusts	—	—	$10.2M	16.3%
American Funds Target Date 2025 Fund n/a	Mutual Funds	—	—	$7.7M	12.3%
American Funds Target Date 2030 Fund n/a	Mutual Funds	—	—	$7.5M	12.0%
American Funds Target Date 2045 Fund n/a	Mutual Funds	—	—	$5.5M	8.8%
American Funds Target Date 2040 Fund n/a	Mutual Funds	—	—	$4.7M	7.5%
American Funds Target Date 2035 Fund n/a	Mutual Funds	—	—	$4.6M	7.3%
American Funds Target Date 2050 Fund n/a	Mutual Funds	—	—	$3.7M	5.9%
American Funds Target Date 2055 Fund n/a	Mutual Funds	—	—	$3.2M	5.1%
STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653	Common Collective Trust	—	—	$2.5M	3.9%
LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626	Common Collective Trust	—	—	$2.0M	3.2%
American Funds Target Date 2020 Fund n/a	Mutual Funds	—	—	$1.7M	2.6%
Vanguard Equity Income Fund Admiral n/a	Mutual Funds	—	—	$1.6M	2.6%
Fidelity Mid Cap Index Fund n/a	Common Collective Trusts	—	—	$1.2M	1.9%
American Funds Bond Fund R6 n/a	Mutual Funds	—	—	$1.1M	1.8%
Fidelity U.S. Bond Index Fund n/a	Common Collective Trusts	—	—	$820K	1.3%
American Funds Target Date 2010 Fund n/a	Mutual Funds	—	—	$811K	1.3%
Fidelity International Growth Fund n/a	Mutual Funds	—	—	$713K	1.1%
Fidelity International Index Fund n/a	Common Collective Trusts	—	—	$666K	1.1%
Fidelity Small Cap Index Fund n/a	Common Collective Trusts	—	—	$657K	1.0%
American Funds Target Date 2060 Fund n/a	Mutual Funds	—	—	$494K	0.8%
Notes receivable from participants Interest at 4.25% to 9.50% -	Bonds / Notes	—	—	$402K	0.6%
American Funds Target Date 2065 Fund n/a	Mutual Funds	—	—	$316K	0.5%
American Funds New World Fund n/a	Mutual Funds	—	—	$210K	0.3%
Delaware Funds by Macquarie Mid Cap Growth R6 n/a	Other securities	—	—	$183K	0.3%
MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616	Common Collective Trust	—	—	$109K	0.2%
Invesco Oppenheimer International Small-Mid Company R6 n/a	Mutual Funds	—	—	$49K	<0.1%
American Funds Target Date 2015 Fund n/a	Mutual Funds	—	—	$37K	<0.1%
Fidelity Inflation Protected Bond Index n/a	Mutual Funds	—	—	$25K	<0.1%
Alliance Bernstein Global Bond Fund n/a	Other securities	—	—	$4K	<0.1%