Original filing (PDF)20251007112304NAL0004689953001

CHILDRENS CLINIC OF SWLA APMC

Name: CHILDRENS CLINIC OF SWLA APMC — CHILDRENS CLINIC OF SWLA APMC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CHILDRENS CLINIC OF SWLA APMC

Form 5500

FILING_RECEIVED

CHILDRENS CLINIC OF SWLA APMC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 2

72% employer stock~109 bps in Sched C fees

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHILDRENS CLINIC OF SWLA APMC.

Plan sponsor

Name

CHILDRENS CLINIC OF SWLA APMC

EIN

72-0915428

Address

2903 FIRST AVENUE · LAKE CHARLES, LA · 70601

Phone

(337) 478-6484

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

LAPORTE CPAS& BUSINESS ADVISORS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASSET PLANNING SERVICES, INC.	72-0921343	—	ADVISOR	$129K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARTIN,MARTIN,RANDALL & ASSC. INC.	64-0765749	—	THIRD PARTY ADMINISTRATOR	$7K	—

Investments

44 direct securities· $13.6M(96% of reported assets)

Common Stock

$10.0M

23 holdings

Cash / Money Market

$1.8M

2 holdings

Bonds / Notes

$1.3M

15 holdings

U.S. Treasuries

$310K

3 holdings

Other securities

$139K

1 holding

					% of plan
Party-in- Borrower, Lessor, Description of Shares Cost of Current Interest or Similar Party Investment Held Acquisition Value Investments Common Stocks Nvidia Corp Common Stock	Common Stock	—	$250K	$1.9M	13.8%
Money Market Funds * Schwab U.S. Treasury Money Fund Money Market Fund	Cash / Money Market	—	$1.6M	$1.6M	11.4%
Microsoft Common Stock	Common Stock	—	$113K	$780K	5.5%
Amazon Com Inc Common Stock	Common Stock	—	$272K	$609K	4.3%
Wal Mart Stores Inc Common Stock	Common Stock	—	$264K	$542K	3.8%
Alphabet Inc. Common Stock	Common Stock	—	$333K	$502K	3.6%
JP Morgan Chase Common Stock	Common Stock	—	$203K	$479K	3.4%
RTX Corporation Common Stock	Common Stock	—	$220K	$417K	3.0%
Bank of America Corporation Common Stock	Common Stock	—	$387K	$409K	2.9%
Blackrock Inc Common Stock	Common Stock	—	$163K	$395K	2.8%
Lockheed Martin Corp Common Stock	Common Stock	—	$62K	$364K	2.6%
Home Depot Inc Common Stock	Common Stock	—	$169K	$340K	2.4%
Cisco Systems Common Stock	Common Stock	—	$215K	$337K	2.4%
Philip Morris Intl Inc Common Stock	Common Stock	—	$221K	$337K	2.4%
Northrop Grumman Corp Common Stock	Common Stock	—	$280K	$305K	2.2%
UnitedHealth Group Inc Common Stock	Common Stock	—	$156K	$304K	2.2%
Chevron Corp Common Stock	Common Stock	—	$219K	$293K	2.1%
Public Storage Inc Common Stock	Common Stock	—	$210K	$292K	2.1%
Texas Instruments Inc Common Stock	Common Stock	—	$150K	$291K	2.1%
Exxon Mobil Corporation Common Stock	Common Stock	—	$269K	$280K	2.0%
L3Harris Technologies Common Stock	Common Stock	—	$325K	$279K	2.0%
Johnson & Johnson Common Stock	Common Stock	—	$147K	$246K	1.7%
Schwab Money Market Fund Money Market Fund	Cash / Money Market	—	$193K	$193K	1.4%
Pfizer, Inc. Common Stock	Common Stock	—	$170K	$180K	1.3%
Exchange Traded Funds * Schwab U.S. Large-Cap Exchange-Traded Funds	Other securities	—	$40K	$139K	1.0%
US Treasury and Corporate Bonds Eaton Corp Plc. 7.65% , Due 11/15/2029 Bond - $100,000 Par Value	U.S. Treasuries	—	$115K	$113K	0.8%
Bank of America, 6.75%, Due 06/01/2028 Bond - $100,000 Par Value	Bonds / Notes	—	$104K	$106K	0.8%
US Treasury Note, 4.375%, Due 08/15/2026 Bond - $100,000 Par Value	U.S. Treasuries	—	$99K	$100K	0.7%
US Treasur Nt, 4.125%, Due 01/31/2025 Bond - $100,000 Par Value	Bonds / Notes	—	$100K	$100K	0.7%
Paccar Finl Corp, 4.60%, Due 01/31/2029 Bond - $100,000 Par Value	Bonds / Notes	—	$99K	$100K	0.7%
The Goldman Sachs, 5.10%, Due 06/14/2029 Bond - $100,000 Par Value	Bonds / Notes	—	$100K	$100K	0.7%
US Treasur Nt, 2.875%, Due 06/15/2025 Bond - $100,000 Par Value	Bonds / Notes	—	$99K	$99K	0.7%
Citigroup Inc., 3.40%, Due 05/01/2026 Bond - $100,000 Par Value	Bonds / Notes	—	$97K	$98K	0.7%
US Treasur Nt, 3.625%, Due 03/31/2028 Bond - $100,000 Par Value	Bonds / Notes	—	$96K	$98K	0.7%
US Treasur Nt, 3.50%, Due 01/31/2028 Bond - $100,000 Par Value	Bonds / Notes	—	$97K	$98K	0.7%
John Deere Capit, 2.65%, Due 06/10/2026 Bond - $100,000 Par Value	Bonds / Notes	—	$99K	$97K	0.7%
US Treasury Note, 3.125%, Due 08/31/2027 Bond - $100,000 Par Value	U.S. Treasuries	—	$66K	$97K	0.7%
US Treasur Nt, 2.25%, Due 02/15/2027 Bond - $100,000 Par Value	Bonds / Notes	—	$95K	$96K	0.7%
John Deere Capit, 2.35%, Due 03/08/2027 Bond - $100,000 Par Value	Bonds / Notes	—	$93K	$95K	0.7%
US Treasur Nt, 2.625%, Due 02/15/2029 Bond - $100,000 Par Value	Bonds / Notes	—	$92K	$94K	0.7%
Linde PLC Common Stock	Common Stock	—	$68K	$69K	0.5%
Notes Receivable from Participants * Participant Loans Interest Rates - 5.25% - 7.5%	Bonds / Notes	—	—	$61K	0.4%
Exxon Mobil Cor, 2.709%, Due 03/06/2025 Bond - $50,000 Par Value	Bonds / Notes	—	$49K	$50K	0.4%
Williams Partners LP, 3.90%, Due 01/15/2025 Bond - $40,000 Par Value	Bonds / Notes	—	$40K	$40K	0.3%