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Original filing (PDF)20250929122118NAL0015178739001
CARSON MEDICAL GROUP
Form 5500
FILING_RECEIVED
CARSON MEDICAL GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
193
Accounts w/ balance
184
Plan assets (EOY)
$36.9M
Net assets (EOY)
$36.9M
How this plan invests
This plan
32 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
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIDELITY FREEDOM 2035 K Registered Investment Companies" is 25% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARSON MEDICAL GROUP.
Plan sponsor
Name
CARSON MEDICAL GROUP
EIN
88-0133501
Address
1946 OLD HOT SPRINGS ROAD · CARSON CITY, NV · 89706
Phone
(775) 883-3636
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
2025-09-29
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
DSR CPA AND CONSULTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DSR CPA AND CONSULTANTS | 83-3983879 | — | ACCOUNTANT/AUDITOR | $8K | — |
Investments
32 direct securities· $36.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM 2035 K Registered Investment Companies | — | — | — | $9.4M | 25.4% | |
| FIDELITY FREEDOM 2045 K Registered Investment Companies | — | — | — | $3.2M | 8.7% | |
| FIDELITY TOTAL MKT IDX Registered Investment Companies | — | — | — | $2.6M | 7.1% | |
| FIDELITY CONTRAFUND K Registered Investment Companies | — | — | — | $2.2M | 6.1% | |
| FIDELITY 500 INDEX Registered Investment Companies | — | — | — | $2.1M | 5.7% | |
| FIDELITY GOVT MMKT Registered Investment Companies | — | — | — | $2.0M | 5.4% | |
| FIDELITY FREEDOM 2040 K Registered Investment Companies | — | — | — | $1.9M | 5.1% | |
| FIDELITY FREEDOM 2025 K Registered Investment Companies | — | — | — | $1.7M | 4.6% | |
| FIDELITY FREEDOM 2050 K Registered Investment Companies | — | — | — | $1.3M | 3.5% | |
| FIDELITY EXTD MKT IDX Registered Investment Companies | — | — | — | $1.2M | 3.2% | |
| FIDELITY TOTAL BOND Registered Investment Companies | — | — | — | $1.1M | 3.1% | |
| FIDELITY LOW PRICED STK K Registered Investment Companies | — | — | — | $1.1M | 2.9% | |
| FIDELITY FREEDOM 2030 K Registered Investment Companies | — | — | — | $1.0M | 2.7% | |
| FIDELITY FREEDOM 2055 K Registered Investment Companies | — | — | — | $946K | 2.6% | |
| PIM TOTAL RT INST Registered Investment Companies | — | — | — | $789K | 2.1% | |
| FIDELITY INTL INDEX Registered Investment Companies | — | — | — | $635K | 1.7% | |
| DODGE & COX STOCK I Registered Investment Companies | — | — | — | $627K | 1.7% | |
| FIDELITY INFL PR BD IDX Registered Investment Companies | — | — | — | $514K | 1.4% | |
| FIDELITY FREEDOM 2060 K Registered Investment Companies | — | — | — | $493K | 1.3% | |
| NORTHERN SM CAP CORE Registered Investment Companies | — | — | — | $415K | 1.1% | |
| FIDELITYELITY GOVT INCOME Registered Investment Companies | — | — | — | $358K | 1.0% | |
| J H ENTERPRISE N Registered Investment Companies | — | — | — | $345K | 0.9% | |
| FIDELITY EMERGING MKTS Registered Investment Companies | — | — | — | $281K | 0.8% | |
| FIDELITY INTL DISCOVERY K Registered Investment Companies | — | — | — | $205K | 0.6% | |
| DODGE&COX INTL STK I Registered Investment Companies | — | — | — | $133K | 0.4% | |
| FIDELITY FREEDOM 2065 K Registered Investment Companies | — | — | — | $102K | 0.3% | |
| C&S INST REALTY SHS Registered Investment Companies | — | — | — | $99K | 0.3% | |
| Participants Loans (4.25% to 9.50%) | — | — | — | $71K | 0.2% | |
| FIDELITY FREEDOM 2020 K Registered Investment Companies | — | — | — | $42K | 0.1% | |
| FIDELITY FREEDOM INC K Registered Investment Companies | — | — | — | $23K | <0.1% | |
| PAYDEN EMRG MKTS BD Registered Investment Companies | — | — | — | $2K | <0.1% | |
| FIDELITY FREEDOM 2005 K Registered Investment Companies ** - * FIDELITY FREEDOM 2010 K Registered Investment Companies | — | — | — | $1K | <0.1% |
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