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Original filing (PDF)20250722082724NAL0001048563001
AFTER HOURS PEDIATRICS, PC
Form 5500
FILING_RECEIVED
AFTER HOURS PEDIATRICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
112
Accounts w/ balance
230
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFTER HOURS PEDIATRICS, PC.
Plan sponsor
Name
AFTER HOURS PEDIATRICS, PC
EIN
85-0481404
Address
9201 MONTGOMERY BOULEVARD NE · SUITE 201 · ALBUQUERQUE, NM · 87111
Phone
(505) 298-2505
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
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $21K | — |
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $17K | — |
Investments
28 direct securities· $9.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ClearBridge Large Cap Growth IS Legg Mason 0 | — | — | — | $869K | 8.8% | |
| T. Rowe Price Large Cap Growth I T. Rowe Price 0 | — | — | — | $852K | 8.6% | |
| GM JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $583K | 5.9% | |
| GM MFS Value A MFS 0 | — | — | — | $579K | 5.9% | |
| GM T. Rowe Price Large Cap Growth I T. Rowe Price 0 | — | — | — | $569K | 5.8% | |
| GM ClearBridge Large Cap Growth IS Legg Mason 0 | — | — | — | $566K | 5.7% | |
| GM PIMCO Investment Grade Credit Bd Inst PIMCO 0 | — | — | — | $525K | 5.3% | |
| GM PGIM Total Return Bond R6 PGIM 0 | — | — | — | $524K | 5.3% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $414K | 4.2% | |
| GM iShares U.S. Aggregate Bond Index K iShares 0 | — | — | — | $386K | 3.9% | |
| GM MFS International Diversification R6 MFS 0 | — | — | — | $311K | 3.2% | |
| iShares Russell 2000 SmCap Ind Instl iShares 0 | — | — | — | $296K | 3.0% | |
| GM Lord Abbett Short Duration Income R6 Lord Abbett 0 | — | — | — | $273K | 2.8% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $272K | 2.8% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $272K | 2.8% | |
| GM iShares S&P 500 Index Instl iShares 0 | — | — | — | $271K | 2.7% | |
| GM Virtus Seix High Yield R6 Virtus 0 | — | — | — | $259K | 2.6% | |
| GM iShares MSCI EAFE Intl Index Instl iShares 0 | — | — | — | $248K | 2.5% | |
| GM American Funds Capital World Bond R6 American Funds 0 | — | — | — | $247K | 2.5% | |
| GM iShares Russell 2000 SmCap Ind Instl iShares 0 | — | — | — | $227K | 2.3% | |
| BlackRock Global Allocation K BlackRock 0 | — | — | — | $207K | 2.1% | |
| GM iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $206K | 2.1% | |
| GM Virtus SGA Emerging Markets Equity A Virtus 0 | — | — | — | $205K | 2.1% | |
| iShares U.S. Aggregate Bond Index K iShares 0 | — | — | — | $200K | 2.0% | |
| Virtus Seix High Yield R6 Virtus 0 | — | — | — | $198K | 2.0% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $121K | 1.2% | |
| iShares S&P 500 Index Instl iShares 0 | — | — | — | $109K | 1.1% | |
| Virtus SGA Emerging Markets Equity A Virtus 0 | — | — | — | $89K | 0.9% |
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