Filings through Oct 24, 2026.

Retirement plan

Tallahassee Neurological Clinic, P.A. 401(k) Profit Sharing Plan

Name: TALLAHASSEE NEUROLOGICAL CLINIC, P.A. - TALLAHASSEE NEUROLOGICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: TALLAHASSEE NEUROLOGICAL CLINIC, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TALLAHASSEE NEUROLOGICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN, TALLAHASSEE NEUROLOGICAL CLINIC, P.A.

Tallahassee Neurological Clinic, P.A.EIN 59-1286000Plan #006PY 2025

1401 CENTERVILLE ROAD SUITE 300 - TALLAHASSEE, FL 32308850-558-1260tnc-neuro.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesFund lineup: 15 funds, $16.3M

How to read this page

Total assets (EOY)

$16.9M

+20.8% from 2024

Total participants

160

+16.8% from 2024

Average account balance

$121,487

+15.6% from 2024

Annual return

15.59%

+1.88 pp from 2024

Benchmarks

See 6,152 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,152 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302	Advisory (Plan)	$57,843
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$15,035
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$5,792

Fund lineup

CSV with Pro

15 funds of $250K or more; 26 lines in all, holding $16.3M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Empower.

In collective trusts43%median 0% for plans of $5M to $50M (35,181 plans)

In index funds37%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series0%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$4.0M	24.8%
IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust	Not yet matched	Collective trust	$3.5M	21.2%
JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$1.4M	8.8%
Lrg Cap Grth III R1 Manager not matched · Collective trust	Not yet matched	Collective trust	$959K	5.9%
Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust	Not yet matched	Collective trust	$896K	5.5%
Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$676K	4.1%
Key Guaranteed Portfolio Fund Manager not matched · Insurance contract	Not yet matched	Insurance contract	$662K	4.1%
Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$602K	3.7%
PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$513K	3.1%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$501K	3.1%

See the other 16 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$79K

$645 / participant

Recordkeeping$6K7.4%
Investment mgmt$73K92.6%

% of EOY assets

0.466%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: RESJ,PC
Auditor EIN: 582647076
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

OSAIC WEALTH INC2 years

Service code 27

10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302

Advisory (Plan)

$57,843

EMPOWER ADVISORY GROUP, LLC2 years

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$15,035

EMPOWER ADVISORY GROUP, LLC2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$5,792

Fund

Dollars

% of funds%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$4.0M

24.8%

IndexSelect Moderate 2045 Fund CL I

Manager not matched · Collective trust

$3.5M

21.2%

JPMorgan Equity Income Fund Class R6

JPMorgan · Mutual fund

$1.4M

8.8%

Lrg Cap Grth III R1

Manager not matched · Collective trust

$959K

5.9%

Indexselect Moderate 2035 Fund CL I

Manager not matched · Collective trust

$896K

5.5%

Fidelity U.S. Bond Index Fund

Fidelity (FMR) · Mutual fund

Index

$676K

4.1%

Key Guaranteed Portfolio Fund

Manager not matched · Insurance contract

$662K

4.1%

Fidelity International Index Fund

Fidelity (FMR) · Mutual fund

Index

$602K

3.7%

PIMCO Income Fund Institutional

PIMCO (Allianz) · Mutual fund

$513K

3.1%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$501K

3.1%

Tallahassee Neurological Clinic, P.A. 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Tallahassee Neurological Clinic, P.A. 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion