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Original filing (PDF)20251014145147NAL0004291536001
THE PROVIDENCE COMMUNITY HEALTH CEN
Form 5500
FILING_RECEIVED
THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
634
Accounts w/ balance
1,328
Plan assets (EOY)
$99.8M
Net assets (EOY)
$99.8M
How this plan invests
This plan
65 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
- 41 bps in Schedule C fees — 156% 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 THE PROVIDENCE COMMUNITY HEALTH CEN.
Plan sponsor
Name
THE PROVIDENCE COMMUNITY HEALTH CEN
EIN
05-0368134
Address
375 ALLENS AVE · PROVIDENCE, RI · 02905
Phone
(401) 444-0400
Industry
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
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
KAHN, LITWIN, RENZA & CO, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | CONTRACT ADMINISTRATOR | $409K | — |
Investments
62 direct securities· $93.5M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Metropolitan Life Insurance Company Met Life Stable Value Fund (Contract Value) | — | — | — | $15.1M | 15.1% | |
| Vanguard Dividend Growth Fund Investor Shares | — | — | — | $5.5M | 5.6% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $4.9M | 4.9% | |
| Vanguard Treasury Money Market Fund Investor | — | — | — | $4.2M | 4.2% | |
| BlackRock High Yield Portfolio Fund Institutional Shares | — | — | — | $3.7M | 3.7% | |
| Dodge & Cox Funds Income Fund Class I | — | — | — | $3.5M | 3.5% | |
| Loomis Sayles Strategic Income Fund Class A 257 Lord Abbett Bond Debenture Fund Class R6 | — | — | — | $3.3M | 3.3% | |
| Vanguard 500 Index Fund Admiral Class | — | — | — | $3.1M | 3.1% | |
| Dimensional Fund Advisors U.S. Large Company Portfolio Institutional Class | — | — | — | $3.0M | 3.0% | |
| Dimensional Fund Advisors U.S. Large Cap Value Portfolio Institutional Class | — | — | — | $2.9M | 2.9% | |
| Dimensional Fund Advisors One-Year Fixed Income Portfolio Institutional Class | — | — | — | $2.9M | 2.9% | |
| Dimensional Fund Advisors Short-Term Government Portfolio Institutional Class | — | — | — | $2.8M | 2.9% | |
| Vanguard Primecap Fund Admiral Shares | — | — | — | $2.7M | 2.7% | |
| Vanguard Mid Cap Index Admiral Shares | — | — | — | $2.6M | 2.6% | |
| American Funds New World Fund Class R6 | — | — | — | $2.4M | 2.4% | |
| Dodge & Cox Funds International Stock Fund Class I | — | — | — | $2.2M | 2.2% | |
| Vanguard Inflation Protected Securities Fund Admiral Shares | — | — | — | $2.2M | 2.2% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $2.1M | 2.1% | |
| Vanguard GNMA Fund Admiral Shares | — | — | — | $2.1M | 2.1% | |
| American Funds Europacific Growth Fund Class R6 | — | — | — | $2.0M | 2.0% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares | — | — | — | $2.0M | 2.0% | |
| Dimensional Fund Advisors U.S. Small Cap Value Portfolio Institutional Class | — | — | — | $1.5M | 1.5% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $1.5M | 1.5% | |
| Dimensional Fund Advisors U.S. Micro Cap Portfolio Institutional Class | — | — | — | $1.5M | 1.5% | |
| Dimensional Fund Advisors Real Estate Securities Portfolio Institutional Class | — | — | — | $1.5M | 1.5% | |
| Dimensional Fund Advisors International Value Portfolio Institutional Class | — | — | — | $1.4M | 1.4% | |
| dates through September 2050, collateralized by participant's vested * PARTICIPANT LOANS account balance. | — | — | — | $1.2M | 1.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $829K | 0.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $792K | 0.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $784K | 0.8% | |
| Dimensional Fund Advisors International Small Cap Value Portfolio Institutional Class | — | — | — | $712K | 0.7% | |
| Dimensional Fund Advisors International Small Company Portfolio Institutional Class | — | — | — | $708K | 0.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $598K | 0.6% | |
| Vanguard Balanced Index Fund Admiral Class | — | — | — | $590K | 0.6% | |
| Dimensional Fund Advisors Emerging Markets Small Cap Portfolio Institutional Class | — | — | — | $562K | 0.6% | |
| Vanguard Short-Term Investment Grade Fund Admiral Shares | — | — | — | $508K | 0.5% | |
| Dimensional Fund Advisors Emerging Markets Value Portfolio Institutional Class | — | — | — | $416K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $396K | 0.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $380K | 0.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $375K | 0.4% | |
| American Funds Europacific Growth Fund Class R4 | — | — | — | $371K | 0.4% | |
| American Funds Washington Mutual Investors Fund Class R4 | — | — | — | $305K | 0.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $299K | 0.3% | |
| Vanguard Wellesley Income Fund Admiral Shares | — | — | — | $275K | 0.3% | |
| John Hancock Disciplined Value Class R | — | — | — | $236K | 0.2% | |
| Mairs & Power Funds Growth Fund | — | — | — | $139K | 0.1% | |
| Vanguard Windsor Fund Admiral Shares | — | — | — | $112K | 0.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $93K | <0.1% | |
| Dodge & Cox Funds Stock Fund Class I 42 Franklin Templeton Investments U.S. Government Securities Fund Class R | — | — | — | $65K | <0.1% | |
| American Funds The Growth Fund of America Class R4 | — | — | — | $58K | <0.1% | |
| Glenmede Small Cap Equity Portfolio Class Advisor | — | — | — | $34K | <0.1% | |
| BlackRock Advantage Large Cap Growth Fund Investor A Shares | — | — | — | $32K | <0.1% | |
| Parnassus Core Equity Investor | — | — | — | $20K | <0.1% | |
| American Funds American High-Income Trust Class R4 | — | — | — | $19K | <0.1% | |
| American Funds Capital World Growth and Income Fund Class R4 | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $13K | <0.1% | |
| Primecap Odyssey Stock Fund | — | — | — | $13K | <0.1% | |
| Nuveen Large Cap Responsible Equity Fund Retirement Class | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $8K | <0.1% | |
| American Funds American Balanced Fund Class R4 | — | — | — | $6K | <0.1% | |
| American Funds The Income Fund of America Class R4 | — | — | — | $3K | <0.1% | |
| American Funds U.S. Government Securities Fund Class R4 | — | — | — | $2K | <0.1% |