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Original filing (PDF)20251014094014NAL0001178947001
EASTERN DERMATOLOGY & PATHOLOGY, PA
Form 5500
FILING_RECEIVED
EASTERN DERMATOLOGY & PATHOLOGY, PA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
130
Accounts w/ balance
208
Plan assets (EOY)
$26.7M
Net assets (EOY)
$26.7M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Self-directed brokerage accounts" is 28% of plan.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERN DERMATOLOGY & PATHOLOGY, PA.
Plan sponsor
Name
EASTERN DERMATOLOGY & PATHOLOGY, PA
EIN
56-1109523
Address
420 SPRING FOREST RD · GREENVILLE, NC · 27834
Phone
(252) 752-4124
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
2025-10-14
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT PLAN SERV. | 52-1309931 | — | RECORDKEEPER | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | NEW BERN, NC | AUDIT FEES | $28K | — |
Investments
34 direct securities· $25.9M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts | — | — | — | $7.1M | 26.7% | |
| T. Rowe Price | — | — | — | $5.1M | 19.2% | |
| T. Rowe Price | — | — | — | $3.5M | 12.9% | |
| T. Rowe Price | — | — | — | $2.4M | 8.9% | |
| T. Rowe Price | — | — | — | $1.9M | 7.0% | |
| BlackRock | — | — | — | $1.1M | 4.1% | |
| Allspring | — | — | — | $783K | 2.9% | |
| T. Rowe Price | — | — | — | $645K | 2.4% | |
| Lord Abbett | — | — | — | $564K | 2.1% | |
| T. Rowe Price | — | — | — | $529K | 2.0% | |
| T. Rowe Price | — | — | — | $437K | 1.6% | |
| BlackRock | — | — | — | $331K | 1.2% | |
| BlackRock | — | — | — | $245K | 0.9% | |
| BlackRock | — | — | — | $227K | 0.9% | |
| T. Rowe Price | — | — | — | $198K | 0.7% | |
| BlackRock | — | — | — | $144K | 0.5% | |
| Massachusetts Financial Services | — | — | — | $127K | 0.5% | |
| T. Rowe Price | — | — | — | $93K | 0.3% | |
| Fidelity | — | — | — | $92K | 0.3% | |
| AllianceBernstein | — | — | — | $89K | 0.3% | |
| PGIM | — | — | — | $88K | 0.3% | |
| T. Rowe Price | — | — | — | $84K | 0.3% | |
| Neubgerger Berman | — | — | — | $56K | 0.2% | |
| Massachusetts Financial Services | — | — | — | $49K | 0.2% | |
| T. Rowe Price | — | — | — | $35K | 0.1% | |
| T. Rowe Price | — | — | — | $35K | 0.1% | |
| T. Rowe Price | — | — | — | $11K | <0.1% | |
| Fidelity | — | — | — | $9K | <0.1% | |
| T. Rowe Price | — | — | — | $7K | <0.1% | |
| T. Rowe Price | — | — | — | $5K | <0.1% | |
| DFA | — | — | — | $3K | <0.1% | |
| T. Rowe Price | — | — | — | $2K | <0.1% | |
| Cash, noninterest-bearing | — | — | — | $12 | <0.1% | |
| T. Rowe Price | — | — | — | $1 | <0.1% |
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