Original filing (PDF)20241015121350NAL0047823824001

WP CITYMD BIDCO, LLC

Name: WP CITYMD BIDCO, LLC — SUMMIT CITY MD 401(K) PLAN, Form 5500 (2023)
Creator: WP CITYMD BIDCO, LLC

Form 5500

FILING_RECEIVED

SUMMIT CITY MD 401(K) PLAN

401(k) retirement plan

Active participants

11,509

Accounts w/ balance

10,777

Plan assets (EOY)

$973.2M

Net assets (EOY)

$973.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WP CITYMD BIDCO, LLC.

Plan sponsor

Name

WP CITYMD BIDCO, LLC

EIN

82-1318979

Address

1345 AVENUE OF THE AMERICAS · 8TH FLOOR · NEW YORK, NY · 10105

Phone

(908) 277-8967

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$813K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$23K	—
SHUFRO ROSE AND CO LLC	13-5390713	—	CONSULTANT	$17K	—
WEALTH ENHANCEMENT ADVISORY SERVICE	41-2016508

Investments

1 pooled fund· $26.7M(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
MORLEY SV 20 - II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	$26.7M	2.7%

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