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Original filing (PDF)20250722075914NAL0002413505001
PARISER DERMATOLOGY SPECIALISTS, LTD.
Form 5500
FILING_RECEIVED
PARISER DERMATOLOGY SPECIALISTS, LTD., 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
163
Accounts w/ balance
243
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARISER DERMATOLOGY SPECIALISTS, LTD..
Plan sponsor
Name
PARISER DERMATOLOGY SPECIALISTS, LTD.
EIN
54-1037960
Address
6160 KEMPSVILLE CIRCLE, SUITE 200A · NORFOLK, VA · 23502
Phone
(757) 622-6315
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
2025-07-22
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
CHARLES W. SNADER, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | — | PHILADELPHIA, PA | INVESTMENT ADVISOR | $38K | — |
Investments
30 direct securities · 1 pooled fund· $17.5M(93% 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.
Uncategorized
$17.1M
30 holdings
Common Collective Trust
$387K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $2.6M | 14.0% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $1.2M | 6.4% | |
| Fidelity Investments Fidelity Advisor New Insights Z | — | — | — | $1.2M | 6.3% | |
| Fidelity Investments Fidelity Multi-Asset Index Fund | — | — | — | $1.1M | 6.1% | |
| American Funds American Funds Moderate G/I Portfolio R6 | — | — | — | $1.1M | 5.9% | |
| Fidelity Investments Fidelity Total Market Index | — | — | — | $875K | 4.7% | |
| American Funds American Funds Conserv G/I Portfolio R6 | — | — | — | $866K | 4.6% | |
| Fidelity Investments Fidelity Advisor Gold Z | — | — | — | $842K | 4.5% | |
| American Funds American Funds Washington Mutual R6 | — | — | — | $768K | 4.1% | |
| American Funds American Funds Europacific Growth R6 | — | — | — | $750K | 4.0% | |
| PGIM Investments PGIM Jennison Utility R6 | — | — | — | $594K | 3.2% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $572K | 3.0% | |
| BlackRock LifePath Index 2030 K | — | — | — | $555K | 3.0% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $488K | 2.6% | |
| BlackRock LifePath Index 2045 K | — | — | — | $478K | 2.5% | |
| American Funds American Funds Growth and Inc Port R6 | — | — | — | $464K | 2.5% | |
| BLACKROCK EMERGING MARKETS EQUITY GREAT GRAY TRUST COMPANY · EIN 20-3802262 / PN 008 | Common Collective Trust | — | — | $387K | 2.1% | |
| BlackRock LifePath Index 2050 K | — | — | — | $380K | 2.0% | |
| Empower Annuity Insurance Company of America EI Fixed Account- Series Class I, rate varies | — | — | — | $369K | 2.0% | |
| T. Rowe Price T. Rowe Price Small-Cap Value I | — | — | — | $335K | 1.8% | |
| Franklin Templeton Investments Clearbridge Small Cap Growth IS | — | — | — | $321K | 1.7% | |
| Fidelity Investments Fidelity International Index | — | — | — | $227K | 1.2% | |
| BlackRock LifePath Index 2040 K | — | — | — | $207K | 1.1% | |
| PIMCO Commodity Real Ret Strat Instl | — | — | — | $191K | 1.0% | |
| PGIM Investments PGIM Total Return Bond R6 | — | — | — | $152K | 0.8% | |
| BlackRock LifePath Index 2060 K | — | — | — | $104K | 0.6% | |
| BlackRock LifePath Index Retirement K | — | — | — | $92K | 0.5% | |
| PGIM Investments PGIM High-Yield R6 | — | — | — | $68K | 0.4% | |
| BlackRock LifePath Index 2055 K | — | — | — | $63K | 0.3% | |
| BlackRock LifePath Index 2035 K | — | — | — | $59K | 0.3% | |
| T. Rowe Price T. Rowe Price Health Sciences I | — | — | — | $54K | 0.3% |
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