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Original filing (PDF)20251001100938NAL0017666195001
ADVANCED BILLING CONSULTANTS, LLC
Form 5500
FILING_RECEIVED
ADVANCED BILLING CONSULTANTS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~87 bps in Sched C fees
Active participants
97
Accounts w/ balance
194
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
24 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
- 87 bps in Schedule C fees — 67% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED BILLING CONSULTANTS, LLC.
Plan sponsor
Name
ADVANCED BILLING CONSULTANTS, LLC
EIN
85-3717795
Address
3024 BUSINESS PARK CIRCLE · GOODLETTSVILLE, TN · 37072
Phone
(615) 239-2058
Industry
Professional & Technical Servicessee 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
2025-10-01
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLANKENSHIP CPA GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOROUGHBRED FINANCIAL SERVICES LLC | — | BRENTWOOD, TN | INVESTMENT ADVISOR | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFIT SERVICES INC | — | BRENTWOOD, TN | CONTRACT ADMIN | $7K | — |
Investments
24 direct securities· $3.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 2035 Target Date Fund R5 Mutual fund N/A | — | — | — | $463K | 14.3% | |
| 2040 Target Date Fund R5 Mutual fund N/A | — | — | — | $438K | 13.6% | |
| 2045 Target Date Fund R5 Mutual fund N/A | — | — | — | $396K | 12.2% | |
| 2055 Target Date Fund R5 Mutual fund N/A | — | — | — | $337K | 10.4% | |
| 2030 Target Date Fund R5 Mutual fund N/A | — | — | — | $301K | 9.3% | |
| 2050 Target Date Fund R5 Mutual fund N/A | — | — | — | $238K | 7.4% | |
| Growth Fund of America R5 Mutual fund N/A | — | — | — | $217K | 6.7% | |
| 2025 Target Date Fund R5 Mutual fund N/A | — | — | — | $160K | 4.9% | |
| 2060 Target Date Fund R5 Mutual fund N/A | — | — | — | $105K | 3.2% | |
| S&P 500 Index I Mutual fund N/A | — | — | — | $97K | 3.0% | |
| Fundamental Investors R5 Mutual fund N/A | — | — | — | $62K | 1.9% | |
| Washington Mutual R5 Mutual fund N/A | — | — | — | $50K | 1.5% | |
| Sycamore Established Value R6 Mutual fund N/A | — | — | — | $45K | 1.4% | |
| Fidelity Small Cap Index Mutual fund N/A | — | — | — | $39K | 1.2% | |
| New Perspective R5 Mutual fund N/A | — | — | — | $33K | 1.0% | |
| EuroPacific Growth R5 Mutual fund N/A | — | — | — | $29K | 0.9% | |
| Columbia Mid Cap Index Instl Mutual fund N/A | — | — | — | $23K | 0.7% | |
| American Funds American Balance Mutual fund N/A | — | — | — | $19K | 0.6% | |
| Pimco Total Return Instl Mutual fund N/A | — | — | — | $15K | 0.5% | |
| Registered investment companies * 2010 Target Date Fund R5 Mutual fund N/A | — | — | — | $15K | 0.5% | |
| 2065 Target Date Fund R5 Mutual fund N/A | — | — | — | $14K | 0.4% | |
| Cash equivalents * American Funds US Govt Money market N/A | — | — | — | $13K | 0.4% | |
| 2020 Target Date Fund R5 Mutual fund N/A | — | — | — | $11K | 0.4% | |
| American Funds Interim DB FD of Am Mutual fund N/A | — | — | — | $8K | 0.3% |
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