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Original filing (PDF)20251007123246NAL0004562305004
PRIMA CARE, P.C.
Form 5500
FILING_RECEIVED
PRIMA CARE, P. C. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
642
Accounts w/ balance
950
Plan assets (EOY)
$86.8M
Net assets (EOY)
$86.8M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — 166% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIMA CARE, P.C..
Plan sponsor
Name
PRIMA CARE, P.C.
EIN
04-3286529
Address
PO BOX 1070 · 277 PLEASANT ST. · FALL RIVER, MA · 02722
Phone
(508) 676-3292
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-07
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
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN NOYES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLIMOTH INVESTMENT ADVISORS | — | PLYMOUTH, MA | NONE | $215K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $155K | — |
Investments
26 direct securities· $86.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Mutual fund – | — | — | — | $18.7M | 21.5% | |
| Vanguard Target Retirement 2025 Fund Mutual fund – | — | — | — | $9.8M | 11.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund – | — | — | — | $8.2M | 9.5% | |
| Vanguard Target Retirement 2040 Fund Mutual fund – | — | — | — | $6.7M | 7.7% | |
| Vanguard Target Retirement Income Mutual fund – | — | — | — | $6.3M | 7.2% | |
| Vanguard Target Retirement 2030 Fund Mutual fund – | — | — | — | $5.8M | 6.7% | |
| Vanguard Target Retirement 2045 Fund Mutual fund – | — | — | — | $4.2M | 4.9% | |
| Vanguard Target Retirement 2020 Fund Mutual fund – | — | — | — | $4.0M | 4.6% | |
| Vanguard Federal Money Market Inv Money market fund $ – | — | — | — | $3.9M | 4.5% | |
| Vanguard Small-Cap Value Index Mutual fund – | — | — | — | $3.1M | 3.6% | |
| The Growth Fund of America Mutual fund – | — | — | — | $2.9M | 3.3% | |
| Vanguard Strategic Equity Fund Mutual fund – | — | — | — | $2.4M | 2.8% | |
| Vanguard Target Retirement 2050 Fund Mutual fund – | — | — | — | $2.1M | 2.4% | |
| Vanguard Target Retirement 2055 Fund Mutual fund – | — | — | — | $1.5M | 1.8% | |
| Principal Small Cap S&P 600 Index Mutual fund – | — | — | — | $972K | 1.1% | |
| Dodge & Cox Income Fund Mutual fund – | — | — | — | $914K | 1.1% | |
| Europacific Growth Fund Mutual fund – | — | — | — | $839K | 1.0% | |
| Vanguard Mid-Cap Value Index Fund Mutual fund – | — | — | — | $752K | 0.9% | |
| Participant loans Interest rates at 4.25% and 9.50% – | — | — | — | $714K | 0.8% | |
| New World Fund Class R6 Mutual fund – | — | — | — | $693K | 0.8% | |
| Vanguard Long-Term Corp Admiral Mutual fund – | — | — | — | $488K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Mutual fund – | — | — | — | $451K | 0.5% | |
| Lord Abbett Short Duration Income R6 Mutual fund – | — | — | — | $434K | 0.5% | |
| Vanguard Developed Markets Index Admiral Mutual fund – | — | — | — | $416K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Mutual fund – | — | — | — | $334K | 0.4% | |
| American Funds Capital World Bond R6 Mutual fund – | — | — | — | $52K | <0.1% |
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