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Original filing (PDF)20251014181800NAL0003483297001
MEDICAL GROUP OF BEVERLY HILLS, INC.
Form 5500
FILING_RECEIVED
MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
261
Accounts w/ balance
323
Plan assets (EOY)
$146.7M
Net assets (EOY)
$146.7M
How this plan invests
This plan
46 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICAL GROUP OF BEVERLY HILLS, INC..
Plan sponsor
Name
MEDICAL GROUP OF BEVERLY HILLS, INC.
EIN
95-4077334
Address
6500 WILSHIRE BLVD. STE 729 · LOS ANGELES, CA · 90048
Phone
(310) 385-3200
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
2025-10-14
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $36K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC/FUTUREPLAN | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
Investments
46 direct securities· $141.0M(96% of reported assets)
Uncategorized
$140.2M
45 holdings
Real Estate
$811K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard: 500 Index Fund | — | — | — | $17.6M | 12.0% | |
| Vanguard: (Continued) Target Retirement 2030 Fund | — | — | — | $14.8M | 10.1% | |
| Target Retirement 2035 Fund | — | — | — | $13.2M | 9.0% | |
| Lifestrategy Moderate Growth Fund | — | — | — | $9.8M | 6.7% | |
| Target Retirement 2045 Fund | — | — | — | $8.1M | 5.5% | |
| Target Retirement 2050 Fund | — | — | — | $7.8M | 5.3% | |
| Target Retirement 2040 Fund | — | — | — | $7.0M | 4.8% | |
| Target Retirement Income Fund | — | — | — | $6.9M | 4.7% | |
| Target Retirement 2025 Fund | — | — | — | $6.7M | 4.6% | |
| Information Technology Index Fund | — | — | — | $6.4M | 4.4% | |
| Growth Advantage Fund | — | — | — | $4.9M | 3.3% | |
| Mid Cap Index Fund | — | — | — | $4.0M | 2.7% | |
| Growth Index Fund | — | — | — | $3.4M | 2.3% | |
| Value Index Fund | — | — | — | $3.3M | 2.3% | |
| Developed Markets Index Fund | — | — | — | $2.9M | 2.0% | |
| Small Cap Index Fund | — | — | — | $2.6M | 1.7% | |
| PIMCO: Income Fund | — | — | — | $1.7M | 1.1% | |
| Emerging Markets Stock Fund | — | — | — | $1.5M | 1.0% | |
| Mutual Global Discovery Fund | — | — | — | $1.5M | 1.0% | |
| JP Morgan: Equity Income Fund | — | — | — | $1.4M | 0.9% | |
| Short -Term Bond Index Fund | — | — | — | $1.3M | 0.9% | |
| Utilities Index Adm | — | — | — | $1.1M | 0.8% | |
| Loomis Sayles: Core Plus Bond Fund | — | — | — | $1.0M | 0.7% | |
| Fixed Annuities Empower* Key Guaranteed Portfolio Fund | — | — | — | $963K | 0.7% | |
| Lifestrategy Growth Fund | — | — | — | $953K | 0.6% | |
| Stocksplus Small Fund | — | — | — | $949K | 0.6% | |
| Index Fund | Real Estate | — | — | $811K | 0.6% | |
| Healthcare Index Fund | — | — | — | $767K | 0.5% | |
| First Eagle Global Fund | — | — | — | $756K | 0.5% | |
| Short Term Treasury Bond | — | — | — | $752K | 0.5% | |
| Long-Term Investment-Grade Adm | — | — | — | $745K | 0.5% | |
| Intermediate-Term Investment-Grade Fund | — | — | — | $619K | 0.4% | |
| Healthcare Fund | — | — | — | $616K | 0.4% | |
| US Small Company Fund | — | — | — | $568K | 0.4% | |
| Inflation-Protected Securities Fund | — | — | — | $507K | 0.3% | |
| Lifestrategy Conservative Growth Fund | — | — | — | $388K | 0.3% | |
| Energy Index Fund | — | — | — | $378K | 0.3% | |
| Franklin Templeton: High Income Fund | — | — | — | $358K | 0.2% | |
| Invesco Global | — | — | — | $329K | 0.2% | |
| U.S. Sustainability Index Fund | — | — | — | $323K | 0.2% | |
| Fidelity: International Sustainability Index | — | — | — | $318K | 0.2% | |
| Participant Loans* Secured; 5.25% to 10.50%, maturing through 2036 | — | — | — | $307K | 0.2% | |
| Intermediate-Term Treasury Fund | — | — | — | $273K | 0.2% | |
| Mutual and Exchange Traded Funds American Funds New World Fund | — | — | — | $197K | 0.1% | |
| DFA Global Real Estate Securities Fund | — | — | — | $145K | <0.1% | |
| Investment Grade Bond Fund | — | — | — | $106K | <0.1% |