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Original filing (PDF)20251015105658NAL0002177651003
ADC PHYSICIANS, P.A.
Form 5500
FILING_RECEIVED
ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
109
Accounts w/ balance
290
Plan assets (EOY)
$89.4M
Net assets (EOY)
$89.4M
How this plan invests
This plan
5 pooled trusts
Schedule D
26 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.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADC PHYSICIANS, P.A..
Plan sponsor
Name
ADC PHYSICIANS, P.A.
EIN
87-3770230
Address
12221 MOPAC EXPRESSWAY - NORTH · AUSTIN, TX · 78758
Phone
(512) 901-1111
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)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
ATCHLEY & ASSOCIATES, L.L.P
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $83K | — |
Investments
20 direct securities · 5 pooled funds· $91.4M(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
$47.2M
20 holdings
Common Collective Trust
$44.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RUSSELL 1000 INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4425439 / PN 001 | Common Collective Trust | — | — | $19.0M | 21.3% | |
| RUSSELL 1000 GROWTH FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3405567 / PN 001 | Common Collective Trust | — | — | $12.2M | 13.7% | |
| DFA US Large Cap Value Mutual Funds | — | — | — | $6.4M | 7.2% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $5.9M | 6.6% | |
| DFA Intl Core Equity Mutual Funds | — | — | — | $5.3M | 5.9% | |
| Vanguard Target Retirement 2035 Mutual Funds | — | — | — | $4.8M | 5.4% | |
| U.S. DEBT INDEX FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $4.1M | 4.6% | |
| DFA US Small Cap Value Mutual Funds | — | — | — | $3.7M | 4.2% | |
| Vanguard Target Retirement 2030 Mutual Funds | — | — | — | $3.7M | 4.2% | |
| Vanguard Small Cap Growth Index Mutual Funds | — | — | — | $3.4M | 3.8% | |
| US Treas Inf Protected Sec M Common/Collective Trusts | — | — | — | $2.9M | 3.3% | |
| US TREASURY INFL PROT SECU NL FD M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4544033 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.3% | |
| Vanguard Target Retirement 2040 Mutual Funds | — | — | — | $2.8M | 3.1% | |
| Vanguard Target Retirement 2025 Mutual Funds | — | — | — | $2.4M | 2.7% | |
| Vanguard Real Estate Index Admiral Mutual Funds | — | — | — | $2.2M | 2.4% | |
| DFA Emerging Markets Core EQ Mutual Funds | — | — | — | $2.1M | 2.3% | |
| Vanguard Target Retirement 2020 Mutual Funds | — | — | — | $1.9M | 2.2% | |
| Vanguard Target Retirement 2045 Mutual Funds | — | — | — | $1.9M | 2.1% | |
| DFA Intl Small Company Mutual Funds | — | — | — | $1.6M | 1.8% | |
| Vanguard Target Retirement Income Mutual Funds | — | — | — | $540K | 0.6% | |
| VANGUARD TARGET RETIREMNT 2060 Registered Investment Company | — | — | — | $461K | 0.5% | |
| Vanguard Target Retirement 2055 Mutual Funds | — | — | — | $382K | 0.4% | |
| Vanguard Target Retirement 2050 Mutual Funds | — | — | — | $381K | 0.4% | |
| accounts, maturing through March 2034. | — | — | — | $101K | 0.1% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $101K | 0.1% |
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