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Original filing (PDF)20251007133613NAL0004839953001
HENDERSON & WALTON WOMENS CENTER, P.C.
Form 5500
FILING_RECEIVED
HENDERSON & WALTON WOMENS CENTER, P.C. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
109
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.4M
How this plan invests
This plan
25 pooled trusts
Schedule D
25 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 (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENDERSON & WALTON WOMENS CENTER, P.C..
Plan sponsor
Name
HENDERSON & WALTON WOMENS CENTER, P.C.
EIN
63-1263192
Address
806 ST. VINCENTS DRIVE, SUITE 500 · BIRMINGHAM, AL · 352051616
Phone
(205) 930-1800
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DIPIAZZA LAROCCA HEETER & CO., INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMP OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $580 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HENDERSON & WALTON WOMEN'S CENTER | 63-1263192 | — | OTHER | $32K | — |
Investments
1 direct security · 25 pooled funds· $27.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$24.1M
25 holdings
Uncategorized
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL 60/40 ALLOCATION ADMIN MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $6.2M | 22.6% | |
| MM S&P 500(R) INDEX SVC MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3.9M | 14.3% | |
| Mass Mutual Guaranteed Interest Account | — | — | — | $2.9M | 10.6% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.8M | 10.2% | |
| MASS MUTUAL SMALL CAP OPPS A MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.2M | 8.1% | |
| MASS MUTUAL MID CAP GROWTH ADM MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.0M | 7.4% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.0M | 7.1% | |
| GOLDMAN SACHS GROWTH OPPORTUNITIES GOLDMAN SACHS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.3M | 4.9% | |
| INVESCO CORE BOND A INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $911K | 3.3% | |
| MASS MUTUAL 40/60 ALLOCATION ADMIN MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $753K | 2.7% | |
| MASSMUTAL HIGH YIELD SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $394K | 1.4% | |
| JPMORGAN SMARTRETIREMENT 2050 A JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $336K | 1.2% | |
| JPMORGAN SMARTRETIREMENT 2020 A JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $336K | 1.2% | |
| INVESCO GLOBAL ALLOCATION A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $317K | 1.2% | |
| MASS MUTUAL 20/80 ALLOCATION ADMIN MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $292K | 1.1% | |
| INVESCO REAL ESTATE A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $250K | 0.9% | |
| COLUMBIA SELECT MID CAP VALUE A COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $29K | 0.1% | |
| BNY MELLON DYNAMIC VALUE FUND I BNY MELLON · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $19K | <0.1% | |
| MFS INTERNATIONAL INTRINSIC VALUE R MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $16K | <0.1% | |
| JPMORGAN SMARTRETIREMENT 2040 A JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $16K | <0.1% | |
| MASS MUTUAL 80/20 ALLOCATION ADMIN MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| JPMORGAN SMARTRETIREMENT INCOME A JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| BARON GROWTH RETAIL BARON CAPITAL GROUP INC · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VICTORY SYCAMORE SMALL COMP OPP A VICTORY CAPITAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| JPMORGAN SMARTRETIREMENT 2030 A JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MASS MUTUAL MAIN STREET ADMN MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |