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Original filing (PDF)20251107105939NAL0000833168001
GRAVES GILBERT CLINIC PLLC
Form 5500
FILING_RECEIVED
GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,273
Accounts w/ balance
1,573
Plan assets (EOY)
$187.2M
Net assets (EOY)
$187.2M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAVES GILBERT CLINIC PLLC.
Plan sponsor
Name
GRAVES GILBERT CLINIC PLLC
EIN
61-0700826
Address
201 PARK STREET · BOWLING GREEN, KY · 42102
Phone
(270) 781-5111
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
2025-11-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARR RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $125K | — |
| CARR RIGGS & INGRAM | 72-1396621 | — | NONE | $13K | — |
| VALERIE T MAYER | 90-1188652 | — | NONE | $2K | — |
Investments
35 direct securities · 1 pooled fund· $180.7M(97% 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
$179.5M
35 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard Balanced Index Fund Admiral Shares | — | — | — | $23.5M | 12.6% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2030 Fund | — | — | — | $17.6M | 9.4% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2025 Fund | — | — | — | $12.1M | 6.5% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2045 Fund | — | — | — | $11.4M | 6.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund | — | — | — | $10.6M | 5.7% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2035 Fund | — | — | — | $10.1M | 5.4% | |
| The Vanguard Group, Inc. Vanguard Total Stock Market Index Fund AdmShares | — | — | — | $10.0M | 5.3% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2050 Fund | — | — | — | $9.7M | 5.2% | |
| The Vanguard Group, Inc. Vanguard Institutional Index Fund Instl Shares | — | — | — | $9.7M | 5.2% | |
| The Vanguard Group, Inc. Vanguard Growth Index Fund Admiral Shares | — | — | — | $8.9M | 4.8% | |
| The Vanguard Group, Inc. Vanguard Total Int'l Stock Index Fund Admiral Shr | — | — | — | $8.3M | 4.4% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Index Fund Adm Shares | — | — | — | $5.1M | 2.7% | |
| The Vanguard Group, Inc. Vanguard Growth and Income Fund Admiral Shares | — | — | — | $4.6M | 2.5% | |
| Dodge & Cox Dodge & Cox Stock Fund; Class I | — | — | — | $4.2M | 2.3% | |
| The Vanguard Group, Inc. Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $4.1M | 2.2% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2055 Fund | — | — | — | $3.9M | 2.1% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund, Retail Class | — | — | — | $3.0M | 1.6% | |
| The Vanguard Group, Inc. Vanguard Windsor II Fund Admiral Shares | — | — | — | $2.7M | 1.4% | |
| The Vanguard Group, Inc. Vanguard Cash Reserve Federal MM Fund | — | — | — | $2.7M | 1.4% | |
| Dimensions Invest Group Inc. DFA U.S. Small Cap Value Portfolio; Instl Class | — | — | — | $2.2M | 1.2% | |
| The Vanguard Group, Inc. Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $2.2M | 1.2% | |
| The Vanguard Group, Inc. Vanguard Target Retirement Income Fund | — | — | — | $2.1M | 1.1% | |
| The Vanguard Group, Inc. Vanguard Explorer Fund Admiral Shares | — | — | — | $1.8M | 1.0% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2060 Fund | — | — | — | $1.6M | 0.9% | |
| Dimensions Invest Group Inc. DFA U.S. Large Cap Growth Portfolio; Instl Class | — | — | — | $1.5M | 0.8% | |
| The Vanguard Group, Inc. Vanguard Intermed-Term Invt-Grade Fund: Adm Sh | — | — | — | $1.4M | 0.7% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2020 Fund | — | — | — | $1.3M | 0.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| Pacific Investment Mgt Co. PIMCO Income Fund; Institutional Class | — | — | — | $752K | 0.4% | |
| The Vanguard Group, Inc. Vanguard Emerging Mkt Stock Index Fd Adm Shares | — | — | — | $728K | 0.4% | |
| The Vanguard Group, Inc. Vanguard Treasury Money Market Fund | — | — | — | $591K | 0.3% | |
| The Vanguard Group, Inc. Vanguard Institutional Target Retirement 2065 Fund | — | — | — | $485K | 0.3% | |
| The Vanguard Group, Inc. Vanguard Long-Term Treasury Fund Admiral Shares | — | — | — | $235K | 0.1% | |
| The Vanguard Group, Inc. Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $234K | 0.1% | |
| Principal Global Investors LLC Principal Diversified Real Asset R6 | — | — | — | $68K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2070 Fund | — | — | — | $14K | <0.1% |
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