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Original filing (PDF)20251001100756NAL0005864243001
ADVANCED DIAGNOSTIC IMAGING, P.C. DBA ADVANCEDHEALTH
Form 5500
FILING_RECEIVED
ADVANCEDHEALTH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,355
Accounts w/ balance
2,854
Plan assets (EOY)
$164.8M
Net assets (EOY)
$164.8M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 147% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED DIAGNOSTIC IMAGING, P.C. DBA ADVANCEDHEALTH.
Plan sponsor
Name
ADVANCED DIAGNOSTIC IMAGING, P.C. DBA ADVANCEDHEALTH
EIN
62-0874165
Address
PO BOX 507 · GOODLETTSVILLE, TN · 370700249
Phone
(615) 239-2058
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
053
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLANKENSHIP CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $102K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOROUGHBRED FINANCIAL SERVICES LLC | 62-1784717 | BRENTWOOD, TN | INVESTMENT ADVISOR | $202K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFIT SERVICES INC | — | BRENTWOOD, TN | CONTRACT ADMIN | $103K | — |
Investments
26 direct securities· $160.4M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AmerFds 2035 Target Date Fund R5 Mutual fund N/A | — | — | — | $25.9M | 15.7% | |
| AmerFds 2040 Target Date Fund R5 Mutual fund N/A | — | — | — | $15.7M | 9.5% | |
| AmerFds 2030 Target Date Fund R5 Mutual fund N/A | — | — | — | $15.0M | 9.1% | |
| AmerFds 2025 Target Date Fund R5 Mutual fund N/A | — | — | — | $13.6M | 8.3% | |
| Ishares S&P 500 Index I Mutual fund N/A | — | — | — | $13.4M | 8.1% | |
| AmerFds Growth Fund of Amer R5 Mutual fund N/A | — | — | — | $11.9M | 7.2% | |
| AmerFds 2045 Target Date Fund R5 Mutual fund N/A | — | — | — | $11.5M | 7.0% | |
| AmerFds 2050 Target Date Fund R5 Mutual fund N/A | — | — | — | $6.9M | 4.2% | |
| AmerFds 2055 Target Date Fund R5 Mutual fund N/A | — | — | — | $6.8M | 4.1% | |
| Self-directed brokage accounts Schwab Self-directed brokerage accounts N/A | — | — | — | $6.5M | 3.9% | |
| AmerFds 2020 Target Date Fund R5 Mutual fund N/A | — | — | — | $4.8M | 2.9% | |
| AmerFds New Perspective R5 Mutual fund N/A | — | — | — | $4.0M | 2.4% | |
| Columbia Mid cap Index Instl 2 Mutual fund N/A | — | — | — | $3.8M | 2.3% | |
| AmerFds American Balanced R5 Mutual fund N/A | — | — | — | $3.5M | 2.1% | |
| AmerFds Washington Mutual R5 Mutual fund N/A | — | — | — | $3.4M | 2.0% | |
| AmerFds 2060 Target Date Fund R5 Mutual fund N/A | — | — | — | $3.1M | 1.9% | |
| Victory Sycamore Established Value R6 Mutual fund N/A | — | — | — | $2.9M | 1.7% | |
| AmerFds Europacific Gr R5 Mutual fund N/A | — | — | — | $1.8M | 1.1% | |
| AmerFds Bond Fnd of Amer R5 Mutual fund N/A | — | — | — | $1.4M | 0.9% | |
| AmerFds US Govt Money Market R5 Money market N/A | — | — | — | $958K | 0.6% | |
| Fidelity Small Cap Index Mutual fund N/A | — | — | — | $782K | 0.5% | |
| AmerFds 2065 Target Date Fund R5 Mutual fund N/A | — | — | — | $760K | 0.5% | |
| AmerFds Interm Bd Fd of Amer R5 Mutual fund N/A | — | — | — | $733K | 0.4% | |
| AmerFds 2015 Target Date Fund R5 Mutual fund N/A | — | — | — | $634K | 0.4% | |
| Cash equivalents Schwab Interest-Bearing Cash Money market N/A | — | — | — | $405K | 0.2% | |
| Registered investment companies * AmerFds 2010 Target Date Fund R5 Mutual fund N/A | — | — | — | $286K | 0.2% |
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