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Original filing (PDF)20251014124241NAL0005984802001
BATON ROUGE CARDIOLOGY CENTER LLC
Form 5500
FILING_RECEIVED
BATON ROUGE CARDIOLOGY LLC PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
130
Accounts w/ balance
131
Plan assets (EOY)
$41.6M
Net assets (EOY)
$41.6M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FlxFocs Mod 2035 R1 Nationwide Life Insurance" is 30% of plan.
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 BATON ROUGE CARDIOLOGY CENTER LLC.
Plan sponsor
Name
BATON ROUGE CARDIOLOGY CENTER LLC
EIN
71-0916908
Address
5231 BRITTANY DR · BATON ROUGE, LA · 70808
Phone
(225) 767-9868
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LAPORTE CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | LOS ANGELES, CA | INVESTMENT ADVISOR | $40K | — |
Investments
24 direct securities · 1 pooled fund· $78.4M(100% 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.
Uncategorized
$40.7M
24 holdings
Pooled Separate Account
$37.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE QUALIFIED PLANS VARIABLE NATIONWIDE LIFE INSURANCE · EIN 31-1592130 / PN 009 | Pooled Separate Account | — | — | $37.7M | 90.7% | |
| FlxFocs Mod 2035 R1 Nationwide Life Insurance | — | — | — | $12.3M | 29.6% | |
| FlxFocs Mod Rtrmt R1 Nationwide Life Insurance | — | — | — | $11.3M | 27.2% | |
| WlmnTRBR Eq Indx 1 Nationwide Life Insurance | — | — | — | $4.0M | 9.6% | |
| FlxFocs Cnsrv 2035 R1 Nationwide Life Insurance | — | — | — | $2.8M | 6.8% | |
| Fid Intl Bd Indx Nationwide Life Insurance 976 Fid Ttl Mkt Indx Nationwide Life Insurance | — | — | — | $2.0M | 4.8% | |
| FlxFocs Mod 2045 R1 Nationwide Life Insurance | — | — | — | $1.6M | 3.7% | |
| FlxFocs Mod 2055 R1 Nationwide Life Insurance | — | — | — | $1.3M | 3.2% | |
| WlmnTRBR Rsl 2000 Indx R Nationwide Life Insurance | — | — | — | $1.2M | 2.8% | |
| FlxFocs Aggr 2045 R1 Nationwide Life Insurance | — | — | — | $934K | 2.2% | |
| WlmnTR Cor Bd I1 Nationwide Life Insurance | — | — | — | $590K | 1.4% | |
| Nationwide Fixed Elite Nationwide Life Insurance | — | — | — | $543K | 1.3% | |
| DFA US SmCap Inst Nationwide Life Insurance | — | — | — | $505K | 1.2% | |
| FlxFocs Aggr 2035 R1 Nationwide Life Insurance | — | — | — | $384K | 0.9% | |
| WlmnTRBR US Db Indx 1 Nationwide Life Insurance | — | — | — | $367K | 0.9% | |
| FlxFocs Cnsrv 2045 R1 Nationwide Life Insurance | — | — | — | $237K | 0.6% | |
| WlmnTRBR EAFE Eq Indx 1 Nationwide Life Insurance | — | — | — | $232K | 0.6% | |
| FlxFocs Cnsrv Rtrmt R1 Nationwide Life Insurance | — | — | — | $223K | 0.5% | |
| WlmnTR LgCap Gr I1 Nationwide Life Insurance | — | — | — | $108K | 0.3% | |
| WlmnTR LgCap Val I1 Nationwide Life Insurance | — | — | — | $59K | 0.1% | |
| FlxFocs Aggr 2055 R1 Nationwide Life Insurance | — | — | — | $21K | <0.1% | |
| WlmnTR Intl Stk I1 Nationwide Life Insurance | — | — | — | $19K | <0.1% | |
| Vngrd Fed Mny Mkt Inv Nationwide Life Insurance | — | — | — | $17K | <0.1% | |
| FlxFocs Mod 2065 R1 Nationwide Life Insurance | — | — | — | $12K | <0.1% | |
| FlxFocs Aggr Rtrmt R1 Nationwide Life Insurance | — | — | — | $7K | <0.1% |