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Original filing (PDF)20251015102049NAL0002233347001
ENT MSO, LLC (DBA ELEVATE ENT PARTNERS, LLC)
Form 5500
FILING_RECEIVED
ELEVATE ENT PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,662
Accounts w/ balance
1,722
Plan assets (EOY)
$134.1M
Net assets (EOY)
$134.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 18 bps in Schedule C fees — 75% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENT MSO, LLC (DBA ELEVATE ENT PARTNERS, LLC).
Plan sponsor
Name
ENT MSO, LLC (DBA ELEVATE ENT PARTNERS, LLC)
EIN
83-2872606
Address
15280 NW 79TH COURT · SUITE 200 · MIAMI LAKES, FL · 33016
Phone
(305) 558-3724
Industry
Offices of Physicians· 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
2025-10-15
Pension benefit codes
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2U · Association Retirement Plan
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $145K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $80K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
34 direct securities · 1 pooled fund· $130.0M(97% 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
$128.4M
34 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund K6 Mutual Fund | — | — | — | $17.2M | 12.9% | |
| Fidelity Freedom 2040 Fund K6 Mutual Fund | — | — | — | $13.7M | 10.2% | |
| Fidelity Freedom 2025 Fund K6 Mutual Fund | — | — | — | $13.3M | 9.9% | |
| Brokeragelink Self-directed brokerage account | — | — | — | $12.4M | 9.3% | |
| Fidelity Freedom 2030 Fund K6 Mutual Fund | — | — | — | $11.9M | 8.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $9.6M | 7.1% | |
| Fidelity Freedom 2045 Fund K6 Mutual Fund | — | — | — | $9.4M | 7.0% | |
| Fidelity Freedom 2050 Fund K6 Mutual Fund | — | — | — | $8.3M | 6.2% | |
| Fidelity Freedom 2020 Fund K6 Mutual Fund | — | — | — | $7.4M | 5.5% | |
| Fidelity Freedom 2055 Fund K6 Mutual Fund | — | — | — | $4.3M | 3.2% | |
| Vanguard Equity Income Admiral Fund Mutual Fund | — | — | — | $2.7M | 2.0% | |
| American Funds US Government Securities Fund R6 Mutual Fund | — | — | — | $2.5M | 1.9% | |
| AB Large Cap Growth Fund Mutual Fund | — | — | — | $2.4M | 1.8% | |
| Fidelity Freedom 2060 Fund K6 Mutual Fund | — | — | — | $1.9M | 1.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.6M | 1.2% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $1.4M | 1.1% | |
| Fidelity Freedom Income Fund K6 Mutual Fund | — | — | — | $1.3M | 1.0% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $937K | 0.7% | |
| Fidelity Freedom 2065 Fund K6 Mutual Fund | — | — | — | $853K | 0.6% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $784K | 0.6% | |
| Fidelity Freedom 2015 Fund K6 Mutual Fund | — | — | — | $774K | 0.6% | |
| DFA US Targeted Value Portfolio Fund Mutual Fund | — | — | — | $734K | 0.5% | |
| Fidelity Emerging Markets Fund K Mutual Fund | — | — | — | $629K | 0.5% | |
| Fidelity Mid-Cap Index Fund Mutual Fund | — | — | — | $623K | 0.5% | |
| BlackRock Mid-Cap Growth Equity Portfolio Fund K Mutual Fund | — | — | — | $551K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $508K | 0.4% | |
| American Funds Europacific Growth Fund R6 Mutual Fund | — | — | — | $501K | 0.4% | |
| MFS Mid-Cap Value Fund R6 Mutual Fund | — | — | — | $497K | 0.4% | |
| Invesco Discovery Fund R6 Mutual Fund | — | — | — | $460K | 0.3% | |
| American Funds Balanced Fund Mutual Fund | — | — | — | $281K | 0.2% | |
| Janus Henderson Global Real Estate Fund Mutual Fund | — | — | — | $218K | 0.2% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $176K | 0.1% | |
| Fidelity Freedom 2010 Fund K6 Mutual Fund | — | — | — | $63K | <0.1% | |
| Fidelity Freedom 2070 Fund K6 Mutual Fund | — | — | — | $5K | <0.1% | |
| Fidelity Government Money Market Fund K6 Mutual Fund | — | — | — | $4K | <0.1% |
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