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Original filing (PDF)20251006115027NAL0003589921001
CHILDREN'S MEDICAL GROUP, P.C.
Form 5500
FILING_RECEIVED
CHILDREN'S MEDICAL GROUP, P. C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
161
Accounts w/ balance
203
Plan assets (EOY)
$34.2M
Net assets (EOY)
$34.2M
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDREN'S MEDICAL GROUP, P.C..
Plan sponsor
Name
CHILDREN'S MEDICAL GROUP, P.C.
EIN
58-1085890
Address
1875 CENTURY BLVD. SUITE 150 · ATLANTA, GA · 303453323
Phone
(404) 633-4595
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
2025-10-06
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBIO, CPA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $29K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $9K | — |
| INC. INVT. RES. ADVSY GROUP | 58-1989031 | — | NONE | $5K | — |
| MERCER GLOBAL ADVISORS INC | 74-3257877 | — | NONE | $0 | — |
| INVEST. RESEARCH & ADVISORY GROUP | 58-1989031 | — | NONE | $0 | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.