Original filing (PDF)20250905230326NAL0017575169001

CARDIOLOGY ASSOCIATES OF MOBILE, INC.

Name: CARDIOLOGY ASSOCIATES OF MOBILE, INC. — CARDIOLOGY ASSOCIATES OF MOBILE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CARDIOLOGY ASSOCIATES OF MOBILE, INC.

Form 5500

FILING_RECEIVED

CARDIOLOGY ASSOCIATES OF MOBILE, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

270

Accounts w/ balance

342

Plan assets (EOY)

$85.8M

Net assets (EOY)

$85.8M

How this plan invests

This plan

23 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 31K (1% of contributions).

Helping the score

High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARDIOLOGY ASSOCIATES OF MOBILE, INC..

Plan sponsor

Name

CARDIOLOGY ASSOCIATES OF MOBILE, INC.

EIN

63-0889615

Address

3715 DAUPHIN STREET · SUITE 1100 · MOBILE, AL · 36608

Phone

(251) 340-6945

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

2025-09-06

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$27K	—

Investments

23 direct securities· $85.8M(100% of reported assets)

Other securities

$84.1M

22 holdings

Cash / Money Market

$1.7M

1 holding

					% of plan
Vanguard Intermediate Term Bond Index	Other securities	—	—	$15.7M	18.3%
Vanguard Growth Index Fund	Other securities	—	—	$11.4M	13.2%
Vanguard Wellington Fund Admiral	Other securities	—	—	$11.2M	13.1%
Vanguard Equity Income Fund Admiral	Other securities	—	—	$8.6M	10.0%
Vanguard 500 Index Admiral	Other securities	—	—	$7.8M	9.1%
Vanguard Mid Cap Index Admiral	Other securities	—	—	$7.4M	8.6%
Vanguard Short-Term Bond Index Admiral	Other securities	—	—	$4.1M	4.7%
Vanguard Small Cap Index Admiral	Other securities	—	—	$4.0M	4.7%
American Funds Europacific Growth Fund	Other securities	—	—	$3.4M	4.0%
Vanguard Target Retirement 2030	Other securities	—	—	$3.3M	3.9%
Vanguard Target Retirement 2040	Other securities	—	—	$1.8M	2.1%
Vanguard Federal Money Market	Cash / Money Market	—	—	$1.7M	1.9%
Vanguard Real Estate Index Admiral	Other securities	—	—	$1.1M	1.3%
American Funds New World Fund	Other securities	—	—	$988K	1.2%
Vanguard Target Retirement 2025	Other securities	—	—	$712K	0.8%
Vanguard Target Retirement 2045	Other securities	—	—	$675K	0.8%
Vanguard Target Retirement 2050	Other securities	—	—	$538K	0.6%
Vanguard Target Retirement 2035	Other securities	—	—	$484K	0.6%
Vanguard Target Retirement 2060	Other securities	—	—	$382K	0.4%
Vanguard Target Retirement Income	Other securities	—	—	$375K	0.4%
Vanguard Target Retirement 2065	Other securities	—	—	$124K	0.1%
Vanguard Target Retirement 2055	Other securities	—	—	$117K	0.1%
Vanguard Target Retirement 2020	Other securities	—	—	$6K	<0.1%