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Original filing (PDF)20251010104425NAL0012869808001
PHYSICIAN'S COMPUTER COMPANY
Form 5500
FILING_RECEIVED
PHYSICIAN'S COMPUTER COMPANY 401K PS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
113
Accounts w/ balance
143
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYSICIAN'S COMPUTER COMPANY.
Plan sponsor
Name
PHYSICIAN'S COMPUTER COMPANY
EIN
03-0285778
Address
20 WINOOSKI FALLS WAY · SUITE 7 · WINOOSKI, VT · 054042229
Phone
(802) 846-2165
Industry
Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BILODEAU WELLS & CO., PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
Investments
34 direct securities· $21.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund * Vanguard 0 | — | — | — | $2.6M | 11.9% | |
| Vanguard Target Retirement 2040 Fund * Vanguard 0 | — | — | — | $2.4M | 10.9% | |
| Vanguard 500 Index Adm * Vanguard 0 | — | — | — | $2.3M | 10.6% | |
| Vanguard Target Retirement 2030 Fund * Vanguard 0 | — | — | — | $1.3M | 6.2% | |
| Vanguard Target Retirement 2050 Fund * Vanguard 0 | — | — | — | $1.2M | 5.5% | |
| Vanguard Target Retirement 2045 Fund * Vanguard 0 | — | — | — | $1.2M | 5.4% | |
| Vanguard Total Bond Market Index Adm * Vanguard 0 | — | — | — | $1.1M | 5.0% | |
| Vanguard Mid-Cap Value Index Adm * Vanguard 0 | — | — | — | $990K | 4.6% | |
| Goldman Sachs Intl Eq Insights R6 Goldman Sachs 0 | — | — | — | $939K | 4.3% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $895K | 4.1% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $822K | 3.8% | |
| JPMorgan Equity Income R6 JPMorgan 0 | — | — | — | $769K | 3.5% | |
| Vanguard Target Retirement 2055 Fund * Vanguard 0 | — | — | — | $767K | 3.5% | |
| Vanguard Target Retirement 2035 Fund * Vanguard 0 | — | — | — | $721K | 3.3% | |
| Vanguard Target Retirement 2060 Fund * Vanguard 0 | — | — | — | $469K | 2.2% | |
| Vanguard Small-Cap Index Adm * Vanguard 0 | — | — | — | $449K | 2.1% | |
| Vanguard Total Intl Stock Index Adm * Vanguard 0 | — | — | — | $431K | 2.0% | |
| Macquarie Emerging Markets R6 Macquarie 0 | — | — | — | $417K | 1.9% | |
| American Century Real Estate R6 American Century 0 | — | — | — | $360K | 1.7% | |
| Principal SmallCap Value II R6 Principal 0 | — | — | — | $321K | 1.5% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $299K | 1.4% | |
| Janus Henderson Triton N Janus 0 | — | — | — | $234K | 1.1% | |
| Vanguard Federal Money Market Inv * Vanguard 0 | — | — | — | $149K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $135K | 0.6% | |
| Vanguard Target Retirement 2070 Fund * Vanguard 0 207 Vanguard Target Retirement 2065 Fund * Vanguard 0 | — | — | — | $104K | 0.5% | |
| Vanguard High Yield Corp Adm * Vanguard 0 | — | — | — | $83K | 0.4% | |
| Calvert US Large Cap Val Respon Ind I Calvert 0 | — | — | — | $80K | 0.4% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $72K | 0.3% | |
| Vanguard Inflation-Protected Sec Adm * Vanguard 0 | — | — | — | $45K | 0.2% | |
| Fidelity U.S. Sustainability Index Fidelity 0 | — | — | — | $44K | 0.2% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $27K | 0.1% | |
| Calvert US Large Cap Gr Respon Ind I Calvert 0 | — | — | — | $3K | <0.1% | |
| DFA Social Fixed Inc Port Instl DFA 0 | — | — | — | $2K | <0.1% | |
| DFA Intl Sustainability Core 1 Portfl I DFA 0 | — | — | — | $1K | <0.1% |
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