Original filing (PDF)20251014093143NAL0002415873001

SELMA MEDICAL ASSOCIATES, INC.

Name: SELMA MEDICAL ASSOCIATES, INC. — SELMA MEDICAL ASSOC INC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SELMA MEDICAL ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

SELMA MEDICAL ASSOC INC 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsHigh average account balance

Active participants

Accounts w/ balance

120

Plan assets (EOY)

$22.1M

Net assets (EOY)

$22.1M

How this plan invests

This plan

48 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 28K (4% of contributions).

Helping the score

High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SELMA MEDICAL ASSOCIATES, INC..

Plan sponsor

Name

SELMA MEDICAL ASSOCIATES, INC.

EIN

54-1003042

Address

104 SELMA DRIVE · WINCHESTER, VA · 22601

Phone

(540) 678-2800

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

2025-10-14

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	MALVERN, PA	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UNITED CAPITAL FINANCIAL	27-0493248	NEWPORT BEACH, CA	RIA, RI, IA	$40K	—

Investments

48 direct securities· $22.1M(100% of reported assets)

Other securities

$21.4M

45 holdings

Cash / Money Market

$639K

2 holdings

Participant loans

$66K

1 holding

					% of plan
Ascensus Vanguard Growth Index Adm	Other securities	—	—	$5.0M	22.5%
Ascensus Vanguard Value Index Adm	Other securities	—	—	$3.3M	14.9%
Ascensus Vanguard Mid-Cap Index Adm	Other securities	—	—	$1.6M	7.4%
Ascensus Vanguard Target Retirement 2045	Other securities	—	—	$1.6M	7.2%
Ascensus Vanguard International Growth Adm	Other securities	—	—	$1.3M	5.7%
Ascensus Vanguard Small-Cap Index Adm	Other securities	—	—	$1.2M	5.6%
Ascensus Vanguard Total Bond Market Index Adm	Other securities	—	—	$1.1M	4.8%
Ascensus PGIM High Yield R6	Other securities	—	—	$889K	4.0%
Ascensus Vanguard Target Retirement 2050	Other securities	—	—	$781K	3.5%
Ascensus Vanguard Target Retirement 2030	Other securities	—	—	$777K	3.5%
Ascensus Vanguard Target Retirement 2035	Other securities	—	—	$644K	2.9%
Ascensus Vanguard Cash Reserves Feder MM Adm	Cash / Money Market	—	—	$621K	2.8%
Ascensus Vanguard Mid-Cap Value Index Adm 428 Ascensus Vanguard Short-Term Bond Index Adm	Other securities	—	—	$544K	2.5%
Ascensus Vanguard Target Retirement 2040	Other securities	—	—	$439K	2.0%
Ascensus Vanguard Target Retirement 2055	Other securities	—	—	$399K	1.8%
Ascensus Vanguard U.S. Growth Adm	Other securities	—	—	$331K	1.5%
Ascensus Vanguard Emerging Mkts Stock Idx Adm	Other securities	—	—	$329K	1.5%
Ascensus Vanguard Target Retirement 2025	Other securities	—	—	$229K	1.0%
Ascensus Vanguard Small-Cap Value Index Adm	Other securities	—	—	$141K	0.6%
Fidelity Ishares Core S&P 500 ETF	Other securities	—	—	$99K	0.4%
Ascensus Vanguard Total Stock Market Index Adm	Other securities	—	—	$87K	0.4%
Fidelity Ishares Tr Core Total USD	Other securities	—	—	$77K	0.3%
Ascensus Participant Loans	Participant loans	—	—	$66K	0.3%
Ascensus Vanguard Target Retirement 2060	Other securities	—	—	$65K	0.3%
Ascensus Vanguard Explorer Adm	Other securities	—	—	$47K	0.2%
Ascensus Vanguard Target Retirement 2020	Other securities	—	—	$45K	0.2%
Fidelity Ishares S&P 500 Growth ETF	Other securities	—	—	$44K	0.2%
Fidelity Ishares U.S. Equity Factor Rotation	Other securities	—	—	$41K	0.2%
Fidelity Ishares Tr MSCI USA QLT Fct	Other securities	—	—	$41K	0.2%
Ascensus Vanguard Total Intl Stock Index Adm	Other securities	—	—	$39K	0.2%
Ascensus Vanguard Mid-Cap Growth Index Adm	Other securities	—	—	$35K	0.2%
Fidelity Ishares Tr Eafe Grwth ETF	Other securities	—	—	$34K	0.2%
Fidelity Ishares Tr Eafe Value ETF	Other securities	—	—	$34K	0.2%
Fidelity Ishares S&P 500 Value ETF	Other securities	—	—	$22K	<0.1%
Ascensus Vanguard Dividend Apprec Index Adm	Other securities	—	—	$22K	<0.1%
Fidelity Government Cash Reserves	Cash / Money Market	—	—	$19K	<0.1%
Fidelity Ishares Tr MBS ETF	Other securities	—	—	$18K	<0.1%
Fidelity Ishares MSCI EMR MRK EX CHNA	Other securities	—	—	$16K	<0.1%
Fidelity Ishares US Technology ETF	Other securities	—	—	$15K	<0.1%
Ascensus Vanguard Target Retirement 2065	Other securities	—	—	$15K	<0.1%
Fidelity Ishares Tr MSCI USA MMENTM	Other securities	—	—	$13K	<0.1%
Fidelity Ishares Flexible Income Active ETF	Other securities	—	—	$12K	<0.1%
Ascensus DFA Intl Small Company Port Instl 580 Ascensus Vanguard Target Retirement Income Fund 598 Ascensus PIMCO Income Instl	Other securities	—	—	$10K	<0.1%
Fidelity Ishares Tr 20 Yr Tr Bd ETF	Other securities	—	—	$9K	<0.1%
Fidelity Ishares Core MSCI Emerging Mkts ETF	Other securities	—	—	$7K	<0.1%
Fidelity Ishares Gold TR Ishares New	Other securities	—	—	$5K	<0.1%
Fidelity Ishares Tr US Infrastruc	Other securities	—	—	$5K	<0.1%
Ascensus Columbia Small Cap Index	Other securities	—	—	$1K	<0.1%