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Original filing (PDF)20250919085759NAL0002104961001
INDEPENDENT PHYSICIANS RESOURCE, INC.
Form 5500
FILING_RECEIVED
INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,606
Accounts w/ balance
1,150
Plan assets (EOY)
$84.4M
Net assets (EOY)
$84.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 31 bps in Schedule C fees — 94% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENT PHYSICIANS RESOURCE, INC..
Plan sponsor
Name
INDEPENDENT PHYSICIANS RESOURCE, INC.
EIN
58-2287138
Address
5665 NEW NORTHSIDE DRIVE · ATLANTA, GA · 30328
Phone
(404) 961-6598
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-19
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT AD | 82-1434504 | — | INVESTMENT ADVISORY | $101K | — |
| INDEPENDENT PHYSICIANS R | 58-2287138 | — | INVESTMENT ADVISORY | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $115K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDHAM BRANNON LLC | 58-1763439 | — | ACCOUNTANT | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 | — | INV ADV, PARTICIPANTS | $14K | — |
Investments
31 direct securities · 1 pooled fund· $88.1M(100% 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
$84.1M
31 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pioneer Bond Y Fund | — | — | $0 | $13.1M | 15.5% | |
| Fidelity US Bond Index Fund | — | — | $0 | $6.8M | 8.1% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | — | — | $0 | $5.8M | 6.8% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | — | — | $0 | $4.6M | 5.4% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | — | — | $0 | $4.4M | 5.2% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | — | — | $0 | $4.1M | 4.8% | |
| Vanguard Sm Cap Index Adm Fund | — | — | $0 | $4.0M | 4.8% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | — | — | $0 | $4.0M | 4.7% | |
| Self-Directed Brokerage Acct | — | — | $0 | $3.9M | 4.7% | |
| T. ROWE PRICE STABLE VAL Q FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.9M | 4.7% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | — | — | $0 | $3.2M | 3.8% | |
| Allspring Spec M Cap Value R6 | — | — | $0 | $3.1M | 3.7% | |
| Lord Abbett Bd Debenture R6 Fd | — | — | $0 | $3.0M | 3.5% | |
| FIDELITY ADV BALANCED Z FUND | — | — | $0 | $2.9M | 3.5% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | — | — | $0 | $2.5M | 2.9% | |
| JP Morgan Equity Income R6 Fd | — | — | $0 | $2.1M | 2.5% | |
| JP Morgan Mid Cap Growth R6 Fd | — | — | $0 | $1.8M | 2.2% | |
| JP Morgan Emerg Mkts Eq R6 Fd | — | — | $0 | $1.7M | 2.1% | |
| Fidelity Adv Small Cap Gr Z Fd | — | — | $0 | $1.7M | 2.0% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.7M | 2.0% | |
| Fidelity Glb ex US Index Fd | — | — | $0 | $1.5M | 1.8% | |
| Cohen & Steers Re Est Sec Z Fd | — | — | $0 | $1.5M | 1.8% | |
| Fidelity 500 Index Fund | — | — | $0 | $1.4M | 1.6% | |
| JP Morgan Intl Equity R6 Fund | — | — | $0 | $1.2M | 1.5% | |
| T. Rowe Price Stable Val Q Fd | — | — | $0 | $1.2M | 1.4% | |
| Vanguard Mid Cap Index Adm Fd | — | — | $0 | $867K | 1.0% | |
| BlackRock Infl Pro Bd K Fd | — | — | $0 | $695K | 0.8% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | — | — | $0 | $575K | 0.7% | |
| American Century Ultra R6 Fund | — | — | $0 | $564K | 0.7% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | — | — | $0 | $150K | 0.2% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | — | — | $0 | $27K | <0.1% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | — | — | $0 | $26K | <0.1% |
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