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Original filing (PDF)20251014104011NAL0002544609001
PHYNET DERMATOLOGY, LLC
Form 5500
FILING_RECEIVED
PHYNET DERMATOLOGY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
1,446
Accounts w/ balance
2,060
Plan assets (EOY)
$54.6M
Net assets (EOY)
$54.6M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIDELITY 500 INDEX FUND Registered Investment Company" is 33% of plan.
- 37 bps in Schedule C fees — 131% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYNET DERMATOLOGY, LLC.
Plan sponsor
Name
PHYNET DERMATOLOGY, LLC
EIN
82-2598872
Address
302 INNOVATION DRIVE · SUITE 400 · FRANKLIN, TN · 37067
Phone
(615) 224-7755
Industry
Outpatient Care Centers· 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $177K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $25K | — |
Investments
33 direct securities · 1 pooled fund· $54.6M(100% 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.
Uncategorized
$53.3M
33 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND Registered Investment Company | — | — | — | $18.0M | 32.9% | |
| AMERICAN FUNDS EURO PACIFIC GROWTH CI R6 Registered Investment Company | — | — | — | $3.5M | 6.5% | |
| JPMORGAN CORE PLUS BOND A Registered Investment Company | — | — | — | $3.4M | 6.1% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | — | — | — | $2.9M | 5.3% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $2.4M | 4.3% | |
| AMERICAN FUNDS AMCAP R6 Registered Investment Company | — | — | — | $2.0M | 3.6% | |
| JANUS HENDERSON GLOBAL EQTY INCOME I Registered Investment Company | — | — | — | $1.7M | 3.2% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 Registered Investment Company | — | — | — | $1.6M | 3.0% | |
| LOOMIS SAYLES STRATEGIC INCOME A Registered Investment Company | — | — | — | $1.5M | 2.7% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $1.4M | 2.7% | |
| PUTNAM STABLE VAL FD 20 BPS A PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 2.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Registered Investment Company | — | — | — | $1.1M | 2.0% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $1.1M | 2.0% | |
| MFS VALUE A Registered Investment Company | — | — | — | $971K | 1.8% | |
| PRINCIPAL REAL ESTATE SECURITIES R6 Registered Investment Company | — | — | — | $947K | 1.7% | |
| MACQUARIE EMERGING MARKETS A Registered Investment Company | — | — | — | $902K | 1.7% | |
| VICTORY TRIVALENT INTL SMALL-CAP A Registered Investment Company | — | — | — | $893K | 1.6% | |
| BLACKROCK STRATEGIC GLOBAL BOND INSTL Registered Investment Company | — | — | — | $747K | 1.4% | |
| Registred Investment Companies AMERICAN CENTURY INFL-ADJ BOND - INV Registered Investment Company | — | — | — | $737K | 1.3% | |
| MFS GROWTH A Registered Investment Company | — | — | — | $736K | 1.3% | |
| JANUS HENDERSON BALANCED FUND I Registered Investment Company | — | — | — | $670K | 1.2% | |
| BLACKROCK IMPACT MORTGAGE INSTL Registered Investment Company | — | — | — | $668K | 1.2% | |
| LORD ABBETT HIGH YIELD - R4 Registered Investment Company | — | — | — | $627K | 1.1% | |
| BLACKROCK GLOBAL ALLOCATION - INSTL Registered Investment Company | — | — | — | $576K | 1.1% | |
| CALVERT EQUITY FUND A Registered Investment Company | — | — | — | $569K | 1.0% | |
| MFS MID CAP GROWTH A Registered Investment Company | — | — | — | $553K | 1.0% | |
| VICTORY SYCAMORE ESTABLISHED VALUE A Registered Investment Company | — | — | — | $548K | 1.0% | |
| NUVEEN DIVIDEND GROWTH I Registered Investment Company | — | — | — | $526K | 1.0% | |
| JANUS HENDERSON SMALL CAP VALUE I Registered Investment Company | — | — | — | $518K | 0.9% | |
| JANUS HENDERSON TRITON FUND I Registered Investment Company | — | — | — | $515K | 0.9% | |
| NATIONWIDE BOND INDEX A Registered Investment Company | — | — | — | $486K | 0.9% | |
| MFS EMERGING MARKETS DEBT A Registered Investment Company | — | — | — | $301K | 0.6% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) $0 | — | — | — | $254K | 0.5% | |
| JANUS HENDERSON DEVELOPED WORLD BD I Registered Investment Company | — | — | — | $4K | <0.1% |
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