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Original filing (PDF)20251015155522NAL0002703731001
PCHP MEDICAL SERVICES ORGANIZATION, LLP
Form 5500
FILING_RECEIVED
PCHP 401(K) PLAN
401(k) retirement plan
Active participants
157
Accounts w/ balance
200
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PCHP MEDICAL SERVICES ORGANIZATION, LLP.
Plan sponsor
Name
PCHP MEDICAL SERVICES ORGANIZATION, LLP
EIN
03-0362571
Address
600 BLAIR PARK ROAD, SUITE 285 · WILLISTON, VT · 05495
Phone
(802) 872-4326
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
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
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
MCSOLEY MCCOY & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $0 | — |
Investments
30 direct securities· $22.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds - 2025 Target Date Retirement Fund 159,585.2883 shares | — | — | — | $3.7M | 16.1% | |
| American Funds - 2030 Target Date Retirement Fund 96,878.3283 shares | — | — | — | $3.1M | 13.4% | |
| Vanguard 500 Index Fund 836.9135 shares | — | — | — | $2.7M | 11.9% | |
| American Funds - 2035 Target Date Retirement Fund 83,005.9752 shares | — | — | — | $1.8M | 8.1% | |
| American Funds - 2040 Target Date Retirement Fund 50,350.9945 shares | — | — | — | $1.8M | 7.9% | |
| American Funds - 2045 Target Date Retirement Fund 26,223.3950 shares | — | — | — | $1.2M | 5.2% | |
| SAGIC Diversified Bond II Fixed Annuities units | — | — | — | $1.1M | 4.9% | |
| American Funds - 2020 Target Date Retirement Fund 221,345.7958 shares | — | — | — | $1.1M | 4.6% | |
| Dodge & Cox International Stock Fund 1,774.6161 shares | — | — | — | $770K | 3.4% | |
| Vanguard Small Cap Value Index Fund 4,625.0866 shares | — | — | — | $769K | 3.4% | |
| American Funds - 2055 Target Date Retirement Fund 13,467.6198 shares | — | — | — | $745K | 3.3% | |
| American Funds - 2050 Target Date Retirement Fund 23,908.0449 shares | — | — | — | $623K | 2.7% | |
| Vanguard Mid Cap Index Fund 1,175.5438 shares | — | — | — | $504K | 2.2% | |
| Vanguard Mid Cap Growth Index Fund 1,489.3436 shares | — | — | — | $427K | 1.9% | |
| Dodge & Cox Income Fund 9,016.8675 shares | — | — | — | $420K | 1.8% | |
| Vanguard Small Cap Index Fund 8,643.0560 shares | — | — | — | $277K | 1.2% | |
| MFS Value Fund 6,117.6699 shares | — | — | — | $277K | 1.2% | |
| MFS Growth Fund 5,088.4448 shares | — | — | — | $273K | 1.2% | |
| American Funds - 2060 Target Date Retirement Fund 2,331.3148 shares | — | — | — | $269K | 1.2% | |
| Participant Loans 5.25%-10.50% - | — | — | — | $255K | 1.1% | |
| MFS Mid Cap Value Fund 3,968.5773 shares | — | — | — | $163K | 0.7% | |
| Vanguard Intermediate-Term Treasury Fund 3,982.1479 shares | — | — | — | $117K | 0.5% | |
| American Funds EuroPacific Growth Fund 3,155.5205 shares | — | — | — | $107K | 0.5% | |
| DFA Emerging Markets Fund 14,606.5971 shares | — | — | — | $97K | 0.4% | |
| DFA Real Estate Securities Portfolio Fund 452.6860 shares | — | — | — | $80K | 0.4% | |
| American Funds - 2065 Target Date Retirement Fund 2,664.6840 shares | — | — | — | $70K | 0.3% | |
| American Funds Cap World Growth and Income 1,770.2153 shares | — | — | — | $50K | 0.2% | |
| Vanguard Small Cap Growth Index Fund 2,189.3432 shares | — | — | — | $48K | 0.2% | |
| American Funds Balanced Fund 35,918.9638 shares | — | — | — | $33K | 0.1% | |
| American Funds - 2010 Target Date Retirement Fund 75,988.0906 shares | — | — | — | $5K | <0.1% |