Original filing (PDF)20231016113632NAL0025441395001

BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC.

Name: BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC. — BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC. 401(K) PLAN, Form 5500 (2022)
Creator: BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC.

Form 5500

FILING_RECEIVED

BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC. 401(K) PLAN

401(k) retirement plan

Active participants

245

Accounts w/ balance

404

Plan assets (EOY)

$31.6M

Net assets (EOY)

$31.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC..

Plan sponsor

Name

BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC.

EIN

94-3270365

Address

1221 BROADWAY SUITE 700 · OAKLAND, CA · 94612

Phone

(415) 972-4202

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$80K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEAFHOUSE FINANCIAL ADVISORS, LLC	—	AUSTIN, TX	INVESTMENT ADVISOR	$16K	—

Broker

Name	EIN	Location	Relation

Investments

1 pooled fund· $302K(1% 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.