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Original filing (PDF)20251008092542NAL0005619937001
PROFESSIONAL AMBULANCE & OXYGEN SERVICE, INC.
Form 5500
FILING_RECEIVED
PROFESSIONAL AMBULANCE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
145
Accounts w/ balance
242
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
36 pooled trusts
Schedule D
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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROFESSIONAL AMBULANCE & OXYGEN SERVICE, INC..
Plan sponsor
Name
PROFESSIONAL AMBULANCE & OXYGEN SERVICE, INC.
EIN
04-2482001
Address
31 SMITH PL · CAMBRIDGE, MA · 02138
Phone
(617) 682-1839
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
DEFINITI
EIN
85-0833363
City
ERIE, PA
Phone
(866) 497-5501
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $2K | — |
Investments
12 direct securities · 36 pooled funds· $12.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$10.2M
36 holdings
Uncategorized
$2.5M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLKRCK LIFEPATH IND 2035 FD 35 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $2.0M | 19.3% | |
| BLKRCK LIFEPATH IND 2040 FD 35 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $1.7M | 16.9% | |
| Vangaurd Total Stock Market Index Fund Admiral Shares " | — | — | — | $1.3M | 12.4% | |
| VANGRD TOT ST MKT INDX FD ADM VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $1.3M | 12.4% | |
| BLKRCK LIFEPATH IND 2050 FD 35 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $1.2M | 11.7% | |
| BLKRCK LIFEPATH IND 2045 FD 35 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $1.2M | 11.3% | |
| BlackRock LifePath Index Retirement Fund 35 " | — | — | — | $890K | 8.7% | |
| BLKRCK LIFEPATH IND RET FD 35 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $890K | 8.7% | |
| BLKRCK LIFEPATH IND 2055 FD 35 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $718K | 7.1% | |
| BLKRCK LIFEPATH IND 2065 FD 35 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $464K | 4.6% | |
| Participant Loans (5.25% - 10.50%) - | — | — | — | $169K | 1.7% | |
| LOAN FUND VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $169K | 1.7% | |
| AMERICAN FUNDS GROWTH FND R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $76K | 0.7% | |
| Vanguard Total International Stock Index Fund Admiral " | — | — | — | $67K | 0.7% | |
| VANGRD TOT INT STK IN F ADM VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $67K | 0.7% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $55K | 0.5% | |
| MFS INTERNATIONAL GRW FUND R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $43K | 0.4% | |
| DFA EMERGING MARKETS PT INS VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $40K | 0.4% | |
| VOYA FIXED ACCOUNT (4062) VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| MFS VALUE FUND R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $29K | 0.3% | |
| Vangaurd Small Cap Index Fund Admiral Shares " | — | — | — | $26K | 0.3% | |
| VANGRD SMLCP INDX FD ADMIRAL VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $26K | 0.3% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $26K | 0.3% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $26K | 0.3% | |
| Voya Government Money Market Fund A Pooled separate account | — | — | — | $23K | 0.2% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $23K | 0.2% | |
| American Funds Capital Income Builder Fund R6 " | — | — | — | $23K | 0.2% | |
| AMERICAN FUNDS CAP INC BLD R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $23K | 0.2% | |
| INVESCO GLBL REAL ESTATE FD R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| Victory Sycamore Established Value Fund " | — | — | — | $21K | 0.2% | |
| VICTORY SYCMR EST VL FD R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $21K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio Fund Institutional Class " | — | — | — | $21K | 0.2% | |
| DFA INFL-PROT SEC PORT INS VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $21K | 0.2% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% | |
| DFA US TARGETED VL PORT INS VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% | |
| ClearBridge Appreciation Fund Class A " | — | — | — | $17K | 0.2% | |
| CLRBRG APPREC FND IS VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% | |
| BLKRCK LIFEPATH IND 2060 FD 35 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% | |
| AB GLOBAL BOND FUND Z VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| BLKRCK LIFEPATH IND 2030 FD 35 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| Neuberger Berman High Income Bond Fund R6 " | — | — | — | $7K | <0.1% | |
| NEUBERG BERM HGH INC BD FD R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| AMERICAN FUNDS AMCAP FUND R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| EATON VANCE ATL CP SMIDCP F R6 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| ClearBridge Small Cap Growth Fund Class IS " | — | — | — | $2K | <0.1% | |
| CLRBRG SMCP GRW FD IS VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| BLKRCK LIFEPATH IND 2025 FD 35 VOYA LIFE INSURANCE COMPANY · EIN 33-0862191 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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