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Original filing (PDF)20250919051103NAL0001961985001
BLUE SPRIG PEDIATRICS, INC.
Form 5500
FILING_RECEIVED
BLUE SPRIG PEDIATRICS, INC.
401(k) retirement plan
Signals · 1
~114 bps in Sched C fees
Active participants
3,687
Accounts w/ balance
1,451
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 114 bps in Schedule C fees — 294% above peer band of 29 bps.
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE SPRIG PEDIATRICS, INC..
Plan sponsor
Name
BLUE SPRIG PEDIATRICS, INC.
EIN
82-2465485
Address
7500 SAN FELIPE ST. SUITE 990 · HOUSTON, TX · 77063
Phone
(713) 444-1871
Industry
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
2025-09-19
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RILEY AND COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $211K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC | 06-1397347 | — | INVESTMENT/FINANCIAL ADVI | $63K | — |
Investments
31 direct securities · 1 pooled fund· $23.7M(99% 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.
Registered Investment Companies
$23.5M
31 holdings
Common Collective Trust
$213K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $3.9M | 16.4% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $3.7M | 15.5% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $3.3M | 13.6% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $2.8M | 11.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.9M | 8.1% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $1.9M | 7.8% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $1.3M | 5.2% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $829K | 3.5% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $723K | 3.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $546K | 2.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $363K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $342K | 1.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $317K | 1.3% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $251K | 1.0% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $215K | 0.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $213K | 0.9% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $208K | 0.9% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $190K | 0.8% | |
| NTW GENEVA SC GROWTH R6 | Registered Investment Companies | — | — | $124K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $109K | 0.5% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $108K | 0.4% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $80K | 0.3% | |
| MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $52K | 0.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $51K | 0.2% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $41K | 0.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $40K | 0.2% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $32K | 0.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $29K | 0.1% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $26K | 0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $25K | 0.1% | |
| VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $22K | <0.1% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $14K | <0.1% |
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