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Original filing (PDF)20251015142446NAL0002564787001
UNC PHYSICIANS GROUP PRACTICES II, LLC
Form 5500
FILING_RECEIVED
UNC PHYSICIANS GROUP PRACTICES II, LLC 401(K) PLAN
401(k) retirement plan
Active participants
165
Accounts w/ balance
212
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNC PHYSICIANS GROUP PRACTICES II, LLC.
Plan sponsor
Name
UNC PHYSICIANS GROUP PRACTICES II, LLC
EIN
85-2823886
Address
5221 PARAMOUNT PARKWAY · 4TH FLOOR · MORRISVILLE, NC · 27560
Phone
(984) 974-1055
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
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2S · Automatic enrollment
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BDO USA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Investments
26 direct securities· $12.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Self-Directed Brokerage Accounts | — | — | — | $2.3M | 18.4% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $1.9M | 14.9% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $1.4M | 11.5% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $1.3M | 10.3% | |
| Vanguard Institutional Index I | — | — | — | $732K | 5.9% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $712K | 5.7% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $460K | 3.7% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $459K | 3.7% | |
| Fidelity Total Bond K6 | — | — | — | $407K | 3.3% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | — | — | — | $392K | 3.1% | |
| Vanguard Total Bond Market Index I | — | — | — | $381K | 3.0% | |
| John Hancock John Hancock Disciplined Value R6 | — | — | — | $348K | 2.8% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $328K | 2.6% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $320K | 2.6% | |
| Vanguard Federal Money Market Inv | — | — | — | $199K | 1.6% | |
| Lincoln Stable Value Account | — | — | — | $193K | 1.5% | |
| Vanguard Extended Market Index I | — | — | — | $134K | 1.1% | |
| MFS Instl International Equity R6 | — | — | — | $116K | 0.9% | |
| Vanguard Total International Stock Index I | — | — | — | $105K | 0.8% | |
| William Blair William Blair Small-Mid Cap Growth R6 | — | — | — | $94K | 0.8% | |
| AB Discovery Value Z | — | — | — | $92K | 0.7% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $76K | 0.6% | |
| Participant loans (Interest rates range from 7.25% to 9.50%) - | — | — | — | $49K | 0.4% | |
| Vanguard Target Retirement Income Inv | — | — | — | $7K | <0.1% | |
| Principal Diversified Real Asset Inst | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $2K | <0.1% |