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Original filing (PDF)20250922114630NAL0004665041001
DISCOVERY PRACTICE MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
DISCOVERY BEHAVIORAL HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 3
1 failed disclosure25% in single holding~79 bps in Sched C fees
Active participants
2,357
Accounts w/ balance
3,091
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity Freedom Blend Income Fund Asset Allocation Mutual Fund" is 25% of plan.
- 79 bps in Schedule C fees — 173% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISCOVERY PRACTICE MANAGEMENT, INC..
Plan sponsor
Name
DISCOVERY PRACTICE MANAGEMENT, INC.
DBA
DISCOVERY BEHAVIORAL HEALTH
EIN
95-4628972
Address
18401 VON KARMAN AVE · STE. 500 · IRVINE, CA · 92612
Phone
(714) 828-1800
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN AND VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $169K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $40K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 15 pooled funds· $38.4M(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
$36.6M
28 holdings
Common Collective Trust
$1.7M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend Income Fund Asset Allocation Mutual Fund | — | — | — | $9.5M | 25.0% | |
| Fidelity Freedom Blend 2050 Fund Asset Allocation Mutual Fund | — | — | — | $5.5M | 14.5% | |
| Fidelity Freedom Blend 2045 Fund Asset Allocation Mutual Fund | — | — | — | $4.3M | 11.2% | |
| Fidelity Freedom Blend 2035 Fund Asset Allocation Mutual Fund | — | — | — | $3.2M | 8.3% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.3M | 6.1% | |
| Fidelity Freedom Blend 2040 Fund Asset Allocation Mutual Fund | — | — | — | $2.2M | 5.9% | |
| Fidelity Freedom Blend 2030 Fund Asset Allocation Mutual Fund | — | — | — | $2.1M | 5.6% | |
| Fidelity Freedom Blend 2025 Fund Asset Allocation Mutual Fund | — | — | — | $1.2M | 3.2% | |
| Fidelity Freedom Blend 2065 Fund Asset Allocation Mutual Fund | — | — | — | $922K | 2.4% | |
| Goldman Sachs Stable Value Fund Collective Investment Trust | — | — | — | $918K | 2.4% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $918K | 2.4% | |
| Fidelity Freedom Blend 2055 Fund Asset Allocation Mutual Fund | — | — | — | $847K | 2.2% | |
| AB US LARGE CAP GR U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $803K | 2.1% | |
| Fidelity Freedom Blend 2060 Fund Asset Allocation Mutual Fund | — | — | — | $621K | 1.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $420K | 1.1% | |
| Fidelity Freedom Blend 2020 Fund Asset Allocation Mutual Fund | — | — | — | $388K | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $362K | 1.0% | |
| Putnam Large Cap Value Fund Mutual Fund | — | — | — | $328K | 0.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $314K | 0.8% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | — | — | — | $246K | 0.6% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $222K | 0.6% | |
| Fidelity Freedom Blend 2015 Fund Asset Allocation Mutual Fund | — | — | — | $175K | 0.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $147K | 0.4% | |
| JPMorgan Core Plus Bond Fund Mutual Fund | — | — | — | $96K | 0.3% | |
| BlackRock Health Sciences Opportunities Fund Mutual Fund | — | — | — | $77K | 0.2% | |
| Fidelity Freedom Blend 2010 Fund Asset Allocation Mutual Fund | — | — | — | $70K | 0.2% | |
| MFS New Discovery Value Fund Mutual Fund | — | — | — | $59K | 0.2% | |
| Federated Hermes MDT Small Cap Growth Fund Mutual Fund | — | — | — | $42K | 0.1% | |
| MFS International Diversification Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Government Money Market Fund Money Market Mutual Fund | — | — | — | $2K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID INCOME RELIANCE TRUST COMPANY · EIN 26-6447571 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANNING & NAPIER DISCIPLINED VALUE RELIANCE TRUST COMPANY · EIN 02-0476209 / PN 059 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2060 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2055 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2050 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2045 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2040 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2035 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2030 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2025 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2020 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2015 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2065 RELIANCE TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
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