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Original filing (PDF)20251015142343NAL0002445475002
ABACUS DERMATOLOGY MANAGEMENT
Form 5500
FILING_RECEIVED
SKIN AND AESTHETIC CENTERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
332
Accounts w/ balance
158
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
6 pooled trusts
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
100
Total plan cost
80
Vendor stack
80
Participation health
65
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 48% 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 ABACUS DERMATOLOGY MANAGEMENT.
Plan sponsor
Name
ABACUS DERMATOLOGY MANAGEMENT
EIN
85-2709914
Address
2015 3RD AVENUE N · BIRMINGHAM, AL · 35203
Phone
(205) 580-1180
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
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | NONE | $25K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $23K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $7 | — |
Investments
29 direct securities · 6 pooled funds· $11.5M(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
$11.0M
28 holdings
Common Collective Trust
$491K
6 holdings
Mutual Funds
$33K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Free Idx 2015 Prem | — | — | — | $2.7M | 23.1% | |
| Fidelity Management Trust Company Fidelity Us Bond Index | — | — | — | $1.9M | 16.6% | |
| Fidelity Management Trust Company Fidelity Free Idx 2035 Prem | — | — | — | $944K | 8.2% | |
| Fidelity Management Trust Company Fidelity 500 Index | — | — | — | $815K | 7.1% | |
| Fidelity Management Trust Company Fidelity Free Idx 2050 Prem | — | — | — | $656K | 5.7% | |
| Money Market Fund * Schwab Funds Schwab Government Money Inv | — | — | — | $513K | 4.5% | |
| Fidelity Management Trust Company Fidelity Free Idx 2040 Prem | — | — | — | $504K | 4.4% | |
| Fidelity Management Trust Company Fidelity Free Idx 2055 Prem | — | — | — | $480K | 4.2% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index | — | — | — | $378K | 3.3% | |
| Fidelity Management Trust Company Fidelity Free Idx 2020 Prem | — | — | — | $324K | 2.8% | |
| Fidelity Management Trust Company Fidelity Free Idx 2030 Prem | — | — | — | $313K | 2.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $296K | 2.6% | |
| Fidelity Management Trust Company Fidelity Free Idx 2045 Prem | — | — | — | $276K | 2.4% | |
| Fidelity Management Trust Company Fidelity Free Idx 2025 Prem | — | — | — | $272K | 2.4% | |
| Fidelity Management Trust Company Fidelity Small Cap Index | — | — | — | $169K | 1.5% | |
| T. ROWE PRICE LRG CAP GROWTH TR C T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $167K | 1.5% | |
| Fidelity Management Trust Company Fidelity Free Idx 2060 Prem | — | — | — | $154K | 1.3% | |
| Fidelity Management Trust Company Fidelity International Index | — | — | — | $136K | 1.2% | |
| Self Directed Brokerage Accounts Various Brokers Personal Choice Retirement Account | — | — | — | $126K | 1.1% | |
| maturing through January 2030 | — | — | — | $111K | 1.0% | |
| Fidelity Management Trust Company Fidelity Free Idx 2065 Prem | — | — | — | $62K | 0.5% | |
| MFS Intl Diversification Cl R6 | — | — | — | $48K | 0.4% | |
| PIMCO Income Institutional | — | — | — | $46K | 0.4% | |
| BlackRock Md Cap Gwth Port K | Mutual Funds | — | — | $33K | 0.3% | |
| John Hancock Jhcock3 Disciplined Val Mcp R6 | — | — | — | $31K | 0.3% | |
| Invesco Oppenheimer Disc R6 | — | — | — | $25K | 0.2% | |
| PGI CIT EQUITY INCOME FUND TIER A-I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $20K | 0.2% | |
| John Hancock Jhancock Bond R6 | — | — | — | $12K | 0.1% | |
| Principal Life Insurance Company Principal Diversified Intl R6 | — | — | — | $10K | <0.1% | |
| FRANKLIN SMALL CAP VALUE CL R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $3K | <0.1% | |
| Metropolitan Life Insurance Company Metlife Gac 25554 Cl J | — | — | — | $2K | <0.1% | |
| WT CIT III ML GRP ATY CONT NO 25554 WILMINGTON TRUST, N.A · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2K | <0.1% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $2K | <0.1% | |
| Fidelity Management Trust Company Fidelity Free Idx 2010 Prem | — | — | — | $1K | <0.1% | |
| Fidelity Management Trust Company Fidelity Free Idx Inc Premier | — | — | — | $1K | <0.1% |