Original filing (PDF)20250907110036NAL0018612241001

CAPITAL AREA PEDIATRICS, INC.

Name: CAPITAL AREA PEDIATRICS, INC. — CAPITAL AREA PEDIATRICS, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAPITAL AREA PEDIATRICS, INC.

Form 5500

FILING_RECEIVED

CAPITAL AREA PEDIATRICS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsHigh average account balance

Active participants

177

Accounts w/ balance

237

Plan assets (EOY)

$39.3M

Net assets (EOY)

$39.3M

How this plan invests

This plan

29 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) — 31K (2% of contributions).

Helping the score

High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CAPITAL AREA PEDIATRICS, INC.

EIN

54-1881904

Address

10461 WHITE GRANITE DR STE 210 · OAKTON, VA · 22124

Phone

(703) 359-5160

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

2025-09-07

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
JANNEY MONTGOMERY SCOTT, LLC.	—	PHILADELPHIA, PA	NONE	$76K	—
NWPS	91-2090931	—	NONE	$43K	—

Investments

29 direct securities· $38.8M(99% of reported assets)

Other securities

$38.7M

28 holdings

Cash / Money Market

$143K

1 holding

					% of plan
Fidelity Blue Chip Growth Fund	Other securities	—	—	$5.6M	14.3%
Fidelity 500 Index	Other securities	—	—	$4.4M	11.2%
American Funds American Funds Washington Mutual Fund	Other securities	—	—	$2.9M	7.3%
Vanguard Target Retirement 2035 Fund	Other securities	—	—	$2.6M	6.5%
American Funds American Funds New Perspective Fund	Other securities	—	—	$2.5M	6.4%
Vanguard Target Retirement 2045 Fund	Other securities	—	—	$2.4M	6.0%
Vanguard Target Retirement 2040 Fund	Other securities	—	—	$2.4M	6.0%
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$2.2M	5.7%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$2.0M	5.1%
American Funds American Funds Europacific Growth Fund	Other securities	—	—	$2.0M	5.1%
T. Rowe Price T. Rowe Price Small-Cap Value Fund	Other securities	—	—	$1.8M	4.6%
American Funds American Funds American Balanced Fund	Other securities	—	—	$1.5M	3.9%
Janus Henderson Janus Henderson Triton T	Other securities	—	—	$1.1M	2.9%
Delaware Macquarie Diversified Income Fund	Other securities	—	—	$1.1M	2.9%
Neuberger Berman Genesis Fund	Other securities	—	—	$947K	2.4%
John Hancock John Hancock Funds Disciplined Value Mid-Cap Fund	Other securities	—	—	$804K	2.0%
Self-Directed Brokerage Self-Directed Brokerage	Other securities	—	—	$591K	1.5%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$579K	1.5%
American Funds American Funds High-Income Fund	Other securities	—	—	$345K	0.9%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$329K	0.8%
Vanguard Target Retirement 2060 Fund	Other securities	—	—	$226K	0.6%
Vanguard Treasury Money Market Fund	Cash / Money Market	—	—	$143K	0.4%
Fidelity Mid-Cap Index	Other securities	—	—	$106K	0.3%
Vanguard Target Retirement 2065 Fund	Other securities	—	—	$55K	0.1%
Fidelity US Bond Index	Other securities	—	—	$55K	0.1%
Fidelity Small-Cap Index	Other securities	—	—	$41K	0.1%
Vanguard Target Retirement Income Fund	Other securities	—	—	$35K	<0.1%
Vanguard Target Retirement 2070 Fund	Other securities	—	—	$21K	<0.1%
Vanguard Target Retirement 2020 Fund	Other securities	—	—	$4K	<0.1%