Original filing (PDF)20251015190520NAL0007232928001

BORLAND-GROOVER CLINIC, P.A.

Name: BORLAND-GROOVER CLINIC, P.A. — BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BORLAND-GROOVER CLINIC, P.A.

Form 5500

FILING_RECEIVED

BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 3

100% in single holdingNo recordkeeper disclosed6 service providers

Active participants

820

Accounts w/ balance

965

Plan assets (EOY)

$127.0M

Net assets (EOY)

$127.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BORLAND-GROOVER CLINIC, P.A..

Plan sponsor

Name

BORLAND-GROOVER CLINIC, P.A.

EIN

59-1784470

Address

4800 BELFORT RD, ADMIN BUILDING · JACKSONVILLE, FL · 32256

Phone

(904) 398-3262

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PIVOT CPAS

Trustee / custodian

Service providers (Schedule C)

6 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
DELOITTE TAX LLP	—	DALLAS, TX	NONE	$15K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS INC	—	BALTIMORE, MD	NONE	$83K	—

Investments

1 pooled fund· $3.8M(3% 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.