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Original filing (PDF)20251015135205NAL0004732849001
BOND & STEELE CLINIC, P.A.
Form 5500
FILING_RECEIVED
BOND CLINIC, P.A. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
396
Accounts w/ balance
528
Plan assets (EOY)
$89.6M
Net assets (EOY)
$89.6M
How this plan invests
This plan
30 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
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOND & STEELE CLINIC, P.A..
Plan sponsor
Name
BOND & STEELE CLINIC, P.A.
EIN
59-1867898
Address
500 EAST CENTRAL AVENUE · WINTER HAVEN, FL · 33880
Phone
(863) 293-1191
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DLC, CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | BROKER/ADVISO R | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
30 direct securities· $88.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual fund a | — | — | — | $17.2M | 19.2% | |
| Schwab PCRA Participant-Directed Brokerage Account a | — | — | — | $11.2M | 12.5% | |
| Fixed Interest Fund Fixed Account a | — | — | — | $7.3M | 8.1% | |
| Vanguard Balanced Index Fund Mutual fund a | — | — | — | $6.1M | 6.8% | |
| Vanguard US Growth Fund Mutual fund a | — | — | — | $5.2M | 5.8% | |
| Vanguard Mid-Cap Index Fund Mutual fund a | — | — | — | $4.9M | 5.5% | |
| Vanguard Tax Managed Small Cap Fund Mutual fund a | — | — | — | $4.3M | 4.8% | |
| Amana Trust Growth Fund Mutual fund a | — | — | — | $3.9M | 4.4% | |
| Vanguard Target Retirement 2035 Fund Mutual fund a | — | — | — | $3.7M | 4.1% | |
| Vanguard Target Retirement 2040 Fund Mutual fund a | — | — | — | $3.6M | 4.0% | |
| Vanguard International Growth Fund Mutual fund a | — | — | — | $3.0M | 3.3% | |
| Vanguard Total Bond Market Fund Index Mutual fund a | — | — | — | $2.1M | 2.4% | |
| Vanguard Target Retirement 2030 Fund Mutual fund a | — | — | — | $1.9M | 2.1% | |
| Vanguard Emerging Markets Stock Index Fund Mutual fund a | — | — | — | $1.7M | 1.8% | |
| Vanguard Windsor II Fund Investor Mutual fund a | — | — | — | $1.6M | 1.8% | |
| Vanguard Target Retirement 2050 Fund Mutual fund a | — | — | — | $1.6M | 1.8% | |
| Vanguard Equity Income Fund Mutual fund a | — | — | — | $1.6M | 1.8% | |
| Vanguard Target Retirement 2060 Fund Mutual fund a | — | — | — | $1.4M | 1.6% | |
| Vanguard Target Retirement 2025 Fund Mutual fund a | — | — | — | $1.3M | 1.4% | |
| Vanguard Target Retirement 2045 Fund Mutual fund a | — | — | — | $777K | 0.9% | |
| Vanguard Long-Term Treasury Fund Mutual fund a | — | — | — | $723K | 0.8% | |
| Participant Loans Maturing through May 2033 with interest rates ranging from 4.25% to 9.50% | — | — | — | $603K | 0.7% | |
| PARTICIPANT LOANS VARIOUS | — | — | $555K | $554K | 0.6% | |
| Vanguard Target Retirement Income Mutual fund a | — | — | — | $539K | 0.6% | |
| Vanguard Target Retirement 2055 Fund Mutual fund a | — | — | — | $477K | 0.5% | |
| Amana Income Fund Mutual fund a | — | — | — | $326K | 0.4% | |
| Schwab SDB Roth Participant-Directed Brokerage Account a | — | — | — | $325K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Mutual fund a | — | — | — | $202K | 0.2% | |
| Fidelity Emerging Index Mutual fund a | — | — | — | $49K | <0.1% | |
| PARTICIPANT LOANS VARIOUS | — | — | $36K | $36K | <0.1% |