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Original filing (PDF)20251015155609NAL0002704963001
RALEIGH MEDICAL GROUP, P.A.
Form 5500
FILING_RECEIVED
RALEIGH MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
315
Accounts w/ balance
265
Plan assets (EOY)
$35.0M
Net assets (EOY)
$35.0M
How this plan invests
This plan
9 pooled trusts
Schedule D
21 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 RALEIGH MEDICAL GROUP, P.A..
Plan sponsor
Name
RALEIGH MEDICAL GROUP, P.A.
EIN
56-1166754
Address
3700 BARRETT DR, SUITE 300 · RALEIGH, NC · 27609
Phone
(919) 341-3619
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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
JOHNSON LAMBERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | RECORDKEEPER | $35K | — |
| FIDELITY INVESTMENTS - FIIOC | 04-2647786 | — | RECORDKEEPER | $150 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLLINDA CAPITAL MANAGEMENT | 88-1956639 | — | INVESTMENT ADVISOR | $29K | — |
| CURI CAPITAL | 59-3792751 | — | INVESTMENT ADVISOR | $24K | — |
Investments
14 direct securities · 9 pooled funds· $34.2M(98% 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
$25.7M
14 holdings
Common Collective Trust
$8.4M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity U.S. Bond Index Fund 41 * Fidelity 500 Index Fund | — | — | — | $7.0M | 20.0% | |
| BLACKROCK TOTAL RETURN BOND FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $5.0M | 14.4% | |
| Vanguard Balanced Index Fund Admiral Shares | — | — | — | $4.2M | 12.0% | |
| Fidelity Large-Cap Value Index Fund | — | — | — | $3.1M | 8.8% | |
| Fidelity Small-Cap Index Fund | — | — | — | $3.0M | 8.6% | |
| Fidelity Total International Index Fund | — | — | — | $2.2M | 6.4% | |
| Fidelity Mid-Cap Value Index Fund | — | — | — | $2.0M | 5.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $1.7M | 4.8% | |
| FLEXPATH INDEX MODERATE 2035 FUND R GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.3M | 3.7% | |
| Fidelity Small-Cap Growth Index Fund 4 * Fidelity Small-Cap Value Index Fund | — | — | — | $1.1M | 3.2% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS, INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.0% | |
| FLEXPATH INDEX MODERATE RETIREMENT GREAT GRAY TRUST COMPANY, LLC · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $743K | 2.1% | |
| Fidelity Large-Cap Growth Index Fund | — | — | — | $694K | 2.0% | |
| DFA Emerging Markets Small-Cap I | — | — | — | $396K | 1.1% | |
| FLEXPATH INDEX MODERATE 2045 FUND R GREAT GRAY TRUST COMPANY, LLC · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $237K | 0.7% | |
| JP Morgan Mid-Cap Growth Fund Class R6 | — | — | — | $145K | 0.4% | |
| Notes receivable from participants Interest rates between 5.25% and 10.50% | — | — | — | $139K | 0.4% | |
| FLEXPATH INDEX MODERATE 2055 FUND R GREAT GRAY TRUST COMPANY, LLC · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $98K | 0.3% | |
| Fidelity Mid-Cap Growth Index Fund | — | — | — | $45K | 0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $9K | <0.1% | |
| FLEXPATH INDEX MODERATE 2065 FUND R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2035 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $74 | <0.1% | |
| SMALL CAP VALUE FUND III CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $17 | <0.1% |