Original filing (PDF)20251013153651NAL0003402002001

Memphis Obstetrics & Gynecological Assoc. P.C.

Name: Memphis Obstetrics & Gynecological Assoc. P.C. — Form 5500 Plan 001 (2024)
Creator: Memphis Obstetrics & Gynecological Assoc. P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Memphis Obstetrics & Gynecological Assoc P.C. 401(k) Plan

401(k) retirement plan · Memphis Obstetrics & Gynecological Assoc. P.C.'s Memphis Obstetrics & Gynecological Assoc P.C. 401(k) Plan held $38.6M in plan assets for 181 participants in 2024, with Empower as recordkeeper.

Signals · 4

25% in single holding32% employer stockHigh average account balanceSelf-directed brokerage offered

Active participants

181

Accounts w/ balance

235

Plan assets (EOY)

$38.6M

Net assets (EOY)

$38.6M

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOC. P.C..

Plan sponsor

Name

MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOC. P.C.

EIN

62-1226101all filings

Address

8110 NORTH BROTHERS BLVD, #200 · BARTLETT, TN · 38133

Phone

(901) 373-2459

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-13

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	HARTFORD, CT	RECORDKEEPER	$37K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	WALTHAM, MA	RIA	$48K	—

Investments

26 direct securities· $37.8M(98% of reported assets)

Mutual Funds

$21.2M

15 holdings

Common Stocks

$12.0M

6 holdings

Common Collective Trusts

$3.5M

3 holdings

Self-Directed Brokerage

$698K

1 holding

Participant loans

$406K

1 holding

					% of plan
Empower Annuity Insurance Company Guaranteed Income Fund	Common Stocks	—	—	$9.5M	24.7%
Empower Annuity Insurance Company Fidelity R Total Bond K6	Mutual Funds	—	—	$4.7M	12.1%
Empower Annuity Insurance Company DFA Large Cap International Portfolio Institutional Fund	Mutual Funds	—	—	$4.3M	11.1%
Empower Annuity Insurance Company Fidelity Contra Fund	Mutual Funds	—	—	$3.6M	9.3%
Empower Annuity Insurance Company American Funds American Mutual Fund	Mutual Funds	—	—	$3.5M	9.0%
Empower Annuity Insurance Company Vanguard 500 Index Fund Admiral Fund	Common Collective Trusts	—	—	$2.8M	7.2%
Empower Annuity Insurance Company DFA U.S. Target Value Portfolio Institutional Fund	Mutual Funds	—	—	$2.5M	6.4%
Empower Annuity Insurance Company JP Morgan Mid Cap Growth Fund	Common Stocks	—	—	$1.9M	4.9%
Empower Annuity Insurance Company DFA Emerging Markets Core Equity Fund	Mutual Funds	—	—	$1.5M	3.8%
Self-Directed Brokerage	Self-Directed Brokerage	—	—	$698K	1.8%
Empower Annuity Insurance Company Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$647K	1.7%
Participant loans	Participant loans	—	—	$406K	1.1%
Empower Annuity Insurance Company Invesco Developing Markets R6	Mutual Funds	—	—	$260K	0.7%
Empower Annuity Insurance Company American Fund EuroPacific Growth Fund	Common Stocks	—	—	$239K	0.6%
Empower Annuity Insurance Company JP Morgan Mid Cap Value Fund	Common Stocks	—	—	$176K	0.5%
Empower Annuity Insurance Company DFA U.S. Small Cap Portfolio Institutional Fund	Mutual Funds	—	—	$172K	0.4%
Empower Annuity Insurance Company PIMCO Income Fund Institutional Fund	Mutual Funds	—	—	$164K	0.4%
Empower Annuity Insurance Company DFA International Value I	Mutual Funds	—	—	$162K	0.4%
Empower Annuity Insurance Company DFA International Small Company Portfolio Institutional Fund	Mutual Funds	—	—	$150K	0.4%
Empower Annuity Insurance Company American Funds Capital Income Builder Fund	Mutual Funds	—	—	$132K	0.3%
Empower Annuity Insurance Company Parnassus Core Equity Fund	Common Stocks	—	—	$111K	0.3%
Empower Annuity Insurance Company Invesco Small Cap Growth Fund	Mutual Funds	—	—	$103K	0.3%
Empower Annuity Insurance Company DFA Inflation-Protected Securities Portfolio Institutional Fund	Mutual Funds	—	—	$60K	0.2%
Empower Annuity Insurance Company T. Rowe Price Health Science Fund	Common Stocks	—	—	$53K	0.1%
Empower Annuity Insurance Company Vanguard Total Bond Index Fund	Common Collective Trusts	—	—	$41K	0.1%
Empower Annuity Insurance Company DFA U.S. Large Company Portfolio Fund	Mutual Funds	—	—	$4K	<0.1%