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Original filing (PDF)20250818131905NAL0001280145001
PRACTICE PLUS
Form 5500
FILING_RECEIVED
PRACTICE PLUS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
501
Accounts w/ balance
588
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRACTICE PLUS.
Plan sponsor
Name
PRACTICE PLUS
EIN
71-0678160
Address
11001 EXECUTIVE CENTER DR STE 200 · LITTLE ROCK, AR · 72211
Phone
(501) 812-7532
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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $59K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
17 direct securities· $15.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund; 13,470.194 shares | — | — | $13K | $2.8M | 17.8% | |
| Federated Total Return Bond Fund Institutional; 232,711.914 shares | — | — | $233K | $2.2M | 14.1% | |
| JP Morgan JP Morgan Large Capital Growth R6; 24,027.973 shares | — | — | $24K | $2.0M | 13.0% | |
| Vanguard Group Vanguard Dividend Growth Fund; 53,830.867 shares | — | — | $54K | $1.9M | 12.6% | |
| Vanguard Group Vanguard International Value; 32,229.367 shares | — | — | $32K | $1.2M | 7.8% | |
| Vanguard Group Vanguard International Growth Admiral; 11,635.583 shares | — | — | $12K | $1.2M | 7.6% | |
| Janus Henderson Triton Fund Class N; 22,862.433 shares | — | — | $23K | $597K | 3.9% | |
| MFS Mid Cap Value Fund Class R6; 19,382.073 shares | — | — | $19K | $591K | 3.8% | |
| Vanguard Group Vanguard Inflation Protected Securities Fund Institutional; 56,987.936 shares | — | — | $57K | $523K | 3.4% | |
| Vanguard Group Vanguard Small-Cap Index Institutional; 4,146.077 shares | — | — | $4K | $477K | 3.1% | |
| Vanguard Group Vanguard Mid-Cap Index Fund Institutional; 6,548.782 shares | — | — | $7K | $473K | 3.1% | |
| Charles Schwab Retirement Government Money Fund; 391,542.85 shares | — | — | $392K | $392K | 2.5% | |
| Fidelity Emerging Markets Index Fund; 35,490.567 shares | — | — | $35K | $371K | 2.4% | |
| JP Morgan JP Morgan Emerging Markets Equity Class R6; 11,730.673 shares | — | — | $12K | $355K | 2.3% | |
| Metropolitan West Metropolitan West Low Duration Bond Class I; 24,384.475 shares | — | — | $24K | $203K | 1.3% | |
| Vanguard Group Vanguard Balanced Index Institutional; 572.599 shares | — | — | — | $28K | 0.2% | |
| Janus Henderson Enterprise FD Class T; 166.626 shares | — | — | — | $23K | 0.2% |