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Original filing (PDF)20251104114238NAL0009128593001
MISSION INTERNAL MEDICAL GROUP, INC
Form 5500
FILING_RECEIVED
MISSION INTERNAL MEDICAL GROUP AMENDED PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 3
29% in single holdingNo recordkeeper disclosed8 service providers
Active participants
148
Accounts w/ balance
184
Plan assets (EOY)
$141.0M
Net assets (EOY)
$141.0M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schwab Personal Choice Retirement Accounts Self Directed Brokerage Accounts" is 29% of plan.
- 21 bps in Schedule C fees — 114% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISSION INTERNAL MEDICAL GROUP, INC.
Plan sponsor
Name
MISSION INTERNAL MEDICAL GROUP, INC
EIN
95-2794408
Address
26732 CROWN VALLEY PARKWAY · #411 · MISSION VIEJO, CA · 92691
Phone
(949) 364-9000
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-04
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $67K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $56K | — |
| FIRST NATIONAL BANK | 47-0259043 | — | NONE | $45K | — |
| FINANCIAL SERVICES ADVISORY IN | 52-1237957 | — | NONE | $41K | — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | NONE | $39K | — |
| PRIVATE MANAGEMENT GROUP INC | 33-0151740 | — | NONE | $29K | — |
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $24K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $2K | — |
Investments
27 direct securities · 1 pooled fund· $153.7M(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
$143.8M
27 holdings
Common Collective Trust
$9.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Personal Choice Retirement Accounts Self Directed Brokerage Accounts | — | — | — | $55.0M | 39.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $15.1M | 10.7% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $11.0M | 7.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9.9M | 7.0% | |
| PIMCO StockPLUS International Fund Mutual Fund | — | — | — | $7.7M | 5.5% | |
| PIMCO STOCKSPLUS INTL HEDGED I Registered Investment Company | — | — | — | $7.7M | 5.5% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $7.4M | 5.2% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $6.3M | 4.4% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $5.6M | 4.0% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | — | — | — | $4.4M | 3.1% | |
| Schwab Treasury Inflation Protected Securities Index Fund Mutual Fund | — | — | — | $4.4M | 3.1% | |
| PIMCO International Bond Fund Mutual Fund | — | — | — | $3.1M | 2.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $3.0M | 2.1% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $2.2M | 1.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $2.0M | 1.4% | |
| DFA Real Estate Securities Fund Mutual Fund | — | — | — | $1.5M | 1.1% | |
| Vanguard Mid Cap Value Index Fund Mutual Fund | — | — | — | $1.2M | 0.9% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $1.1M | 0.8% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $1.1M | 0.8% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $1.1M | 0.8% | |
| Vanguard Mid Cap Growth Index Fund Mutual Fund | — | — | — | $958K | 0.7% | |
| Vanguard Short-Term Corporate Bond Index Fund Mutual Fund | — | — | — | $284K | 0.2% | |
| VANGUARD ST CORP BD IDX ADM Registered Investment Company | — | — | — | $284K | 0.2% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $280K | 0.2% | |
| Vanguard Intermediate-Term Treasury Index Fund Mutual Fund | — | — | — | $264K | 0.2% | |
| VGD INTERM TERM TRSY IDX ADM Registered Investment Company | — | — | — | $264K | 0.2% | |
| PIMCO All Asset Fund Mutual Fund | — | — | — | $180K | 0.1% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $106K | <0.1% |