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Original filing (PDF)20250715051127NAL0003947330001
DOCTORS DATA INC.
Form 5500
FILING_RECEIVED
DOCTOR'S DATA INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
147
Accounts w/ balance
165
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
2 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)
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 (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOCTORS DATA INC..
Plan sponsor
Name
DOCTORS DATA INC.
EIN
93-0941625
Address
3755 ILLINOIS AVENUE · ST CHARLES, IL · 60174
Phone
(630) 377-8139
Industry
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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DHJJ
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | OAK BROOK, IL | ADVISOR | $0 | — |
Investments
24 direct securities · 2 pooled funds· $9.7M(99% 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.
Registered Investment Companies
$8.6M
23 holdings
Common Collective Trust
$1.0M
2 holdings
Uncategorized
$136K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VIRTUS SILVANT FOCUSED GR A | Registered Investment Companies | — | — | $1.3M | 12.9% | |
| NATIONWIDE S&P 500 INDEX FD -A | Registered Investment Companies | — | — | $1.0M | 10.3% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $946K | 9.7% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $870K | 8.9% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $835K | 8.5% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $710K | 7.3% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $676K | 6.9% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $465K | 4.8% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $325K | 3.3% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $311K | 3.2% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $273K | 2.8% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $256K | 2.6% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $248K | 2.5% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $227K | 2.3% | |
| GOLDMAN EMERG MKT EQUITY A | Registered Investment Companies | — | — | $216K | 2.2% | |
| BNYM INT STOCK A | Registered Investment Companies | — | — | $212K | 2.2% | |
| VIRTUS MUTI SEC INTMDTE BND A | Registered Investment Companies | — | — | $155K | 1.6% | |
| AM FND CAP WORLD GR AND INC-R3 | Registered Investment Companies | — | — | $149K | 1.5% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $149K | 1.5% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $136K | 1.4% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $93K | 0.9% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $70K | 0.7% | |
| MACQUARIE SMALL CAP CORE A | Registered Investment Companies | — | — | $51K | 0.5% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $40K | 0.4% | |
| PIMCO LOW DURATION INCOME A | Registered Investment Companies | — | — | $23K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $18K | 0.2% |
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