Filings through Oct 24, 2026.

Retirement plan

Graybill Medical Group, Inc. 401(k) Profit Sharing Plan

Name: GRAYBILL MEDICAL GROUP, INC. - GRAYBILL MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: GRAYBILL MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAYBILL MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN, GRAYBILL MEDICAL GROUP, INC.

Graybill Medical Group, Inc.EIN 95-3123703Plan #003PY 2025

225 EAST SECOND AVE. - ESCONDIDO, CA 92025760-273-8593graybill.orgLinkedIn201-500 employeesmedical practice

Prospect flagsHigh feesHigh assets / participantFailed to transmit contributionsPossible retail share class: $247KFew collective trustsFund lineup: 15 funds, $50.3M

How to read this page

Total assets (EOY)

$59.2M

+15.7% from 2024

Total participants

181

-4.2% from 2024

Average account balance

$344,234

+25.8% from 2024

Annual return

15.83%

+1.99 pp from 2024

Benchmarks

See 22,297 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort22,297 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE BALDWIN GROUP WEALTH ADVISORS1 year Service code 27 · EIN 47-5476782	Advisory (Plan)	$78,628
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 37 · EIN 04-2647786	Loan Processing	$40,868

Fund lineup

CSV with Pro

15 funds of $250K or more; 18 lines in all, holding $50.3M of the plan's $51.2M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).

In collective trusts<1%median 0% for plans of $50M to $250M (12,424 plans)

In index funds94%median 25% for plans of $50M to $250M (12,424 plans)

In the main target-date series71%median 37% for plans of $50M to $250M (12,424 plans)

Employer stockNo

Target-date series: BlackRock LifePath Index, mutual fund, 71% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages	BlackRock	Mutual fund	$35.9M	71.4%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$10.2M	20.2%
Great Gray Stable Value Fund R1 Manager not matched · Stable value Stable value	Not yet matched	Stable value	$1.0M	2.1%
Calvert Equity Fund Class R6 Morgan Stanley · Mutual fund	Morgan Stanley	Mutual fund	$902K	1.8%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$432K	0.9%
Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$407K	0.8%
Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$312K	0.6%
Fidelity Funds Dodge & Cox Income X Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$263K	0.5%
Great Gray Trust Putnam Large-Cap Value Fund CIT Class R1 Franklin Templeton · Collective trust	Franklin Templeton	Collective trust	$247K	0.5%
MFS New Discover R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$179K	0.4%

See the other 8 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2T3D2A

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$129K

$1435 / participant

Recordkeeping$41K31.6%
Investment mgmt$79K61.1%
Other / not subdivided$9K7.3%

% of EOY assets

0.218%

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: ALDRICH CPAS AND ADVISORS LLP
Auditor EIN: 930623286
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

THE BALDWIN GROUP WEALTH ADVISORS1 year

Service code 27 · EIN 47-5476782

Advisory (Plan)

$78,628

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 37 · EIN 04-2647786

Loan Processing

$40,868

Fund

Dollars

% of funds%

BlackRock LifePath Index

BlackRock · Mutual fund

Target-date, 9 vintages

$35.9M

71.4%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$10.2M

20.2%

Great Gray Stable Value Fund R1

Manager not matched · Stable value

Stable value

$1.0M

2.1%

Calvert Equity Fund Class R6

Morgan Stanley · Mutual fund

$902K

1.8%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$432K

0.9%

Fidelity International Index Fund

Fidelity (FMR) · Mutual fund

Index

$407K

0.8%

Fidelity Small Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$312K

0.6%

Fidelity Funds Dodge & Cox Income X

Fidelity (FMR) · Mutual fund

$263K

0.5%

Great Gray Trust Putnam Large-Cap Value Fund CIT Class R1

Franklin Templeton · Collective trust

$247K

0.5%

MFS New Discover R6

MFS (Sun Life) · Mutual fund

$179K

0.4%

Graybill Medical Group, Inc. 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Graybill Medical Group, Inc. 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