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Original filing (PDF)20251015075740NAL0008247122001
WAKE INTERNAL MEDICINE CONSULTANTS, INC.
Form 5500
FILING_RECEIVED
WAKE INTERNAL MEDICINE CONSULTANTS INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
160
Plan assets (EOY)
$45.9M
Net assets (EOY)
$45.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAKE INTERNAL MEDICINE CONSULTANTS, INC..
Plan sponsor
Name
WAKE INTERNAL MEDICINE CONSULTANTS, INC.
EIN
56-1231430
Address
3237 BLUE RIDGE RD · RALEIGH, NC · 27612
Phone
(919) 645-3053
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BRC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $50K | — |
| CURI WEALTH MANAGEMENT LLC | — | RALEIGH, NC | NONE | $21K | — |
| CREATIVE PLANNING | — | OVERLAND PARK, KS | NONE | $12K | — |
Investments
30 direct securities · 4 pooled funds· $45.0M(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
$41.2M
30 holdings
Common Collective Trust
$3.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund Fidelity 0 | — | — | — | $5.3M | 11.6% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $4.8M | 10.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $4.7M | 10.3% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $3.4M | 7.4% | |
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $3.3M | 7.2% | |
| GG EUROPACIFIC GROWTH TRUST R1 GREAT GRAY TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.9% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $1.8M | 3.9% | |
| T. Rowe Price New Horizons I T. Rowe Price 0 | — | — | — | $1.6M | 3.5% | |
| JPMorgan Mid Cap Growth R6 JPMorgan 0 | — | — | — | $1.5M | 3.4% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $1.4M | 3.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.4M | 3.0% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $1.4M | 3.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.3M | 2.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.3M | 2.8% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.1M | 2.5% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $1.1M | 2.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $1.1M | 2.4% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $1.0M | 2.3% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $812K | 1.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $694K | 1.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $539K | 1.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $502K | 1.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $409K | 0.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $315K | 0.7% | |
| Fidelity Advisor Focus Emerg Mrkts Z Fidelity 0 | — | — | — | $261K | 0.6% | |
| Lord Abbett High Yield R6 Lord Abbett 0 | — | — | — | $260K | 0.6% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $209K | 0.5% | |
| Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $187K | 0.4% | |
| DFA World ex US Government Fxd Inc Instl DFA 0 | — | — | — | $146K | 0.3% | |
| Columbia Overseas Value I3 Columbia 0 | — | — | — | $144K | 0.3% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $116K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $39K | <0.1% | |
| SMALL CAP VALUE III R1 GREAT GRAY TRUST · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| SMALL CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $11K | <0.1% |