· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PERSONAL PHYSICIANS HEALTHCARE, P.C — PPHC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415135929NAL0005888896001
PERSONAL PHYSICIANS HEALTHCARE, P.C
Form 5500-SF
FILING_RECEIVED
PPHC RETIREMENT PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
20
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PERSONAL PHYSICIANS HEALTHCARE, P.C
.
Find decision makers
Plan sponsor
Name
PERSONAL PHYSICIANS HEALTHCARE, P.C
EIN
04-2812676
Address
1244 BOYLSTON STREET, SUITE 306 · CHESTNUT HILL, MA · 02467
Phone
(617) 731-0058
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-04-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
FAIRWAY MEDICAL CENTER, LLC DBA AVALA
AVALA 401(K) PLAN
$14.0M · 344 participants
TALLAHASSEE NEUROLOGICAL CLINIC, P.A.
TALLAHASSEE NEUROLOGICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN
$14.0M · 104 participants
KENT RADIOLOGY, P.C.
KENT RADIOLOGY, P.C. PROFIT SHARING PROGRAM
$14.0M · 16 participants
NORMAN PEDIATRIC ASSOCIATES, PC
NORMAN PEDIATRIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
$14.0M · 47 participants
AFFILIATED DERMATOLOGISTS, S.C.
AFFILIATED DERMATOLOGISTS, SC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$14.0M · 72 participants
INTERNAL MEDICINE ASSOCIATES, LTD.
INTERNAL MEDICINE ASSOCIATES, LTD PROFIT SHARING PLAN
$14.0M · 12 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
