Original filing (PDF)20251013140123NAL0000686435008

PULSE CLINICAL ALLIANCE, LLC

Name: PULSE CLINICAL ALLIANCE, LLC — PULSE CLINICAL ALLIANCE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PULSE CLINICAL ALLIANCE, LLC

Form 5500

FILING_RECEIVED

PULSE CLINICAL ALLIANCE, LLC 401(K) PLAN

401(k) retirement plan

Signals · 2

41% in single holding~133 bps in Sched C fees

Active participants

Accounts w/ balance

188

Plan assets (EOY)

$441K

Net assets (EOY)

$441K

How this plan invests

This plan

12 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PULSE CLINICAL ALLIANCE, LLC.

Plan sponsor

Name

PULSE CLINICAL ALLIANCE, LLC

EIN

81-4370993

Address

6440 SOUTHPOINT PARKWAY, 3RD FLR · JACKSONVILLE, FL · 32216

Phone

(904) 578-7490

Industry

Admin Support & Waste Mgmtsee 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$6K	—

Investments

12 direct securities· $427K(97% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
VANGUARD GROUP TOTAL STOCK INDEX ADMIRAL CLASS	—	—	—	$174K	39.3%
VANGUARD FUNDS DEVELOPED MARKETS INDEX ADM	—	—	—	$75K	17.0%
VANGUARD GROUP BOND INDEX ADMIRAL CLASS	—	—	—	$67K	15.2%
VANGUARD EMERGING MARKETS STK ADM CL	—	—	—	$41K	9.4%