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Original filing (PDF)20251015135856NAL0006498288002
PUBLIC HEALTH SOLUTIONS
Form 5500
FILING_RECEIVED
PUBLIC HEALTH SOLUTIONS 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
646
Accounts w/ balance
1,101
Plan assets (EOY)
$64.2M
Net assets (EOY)
$64.2M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUBLIC HEALTH SOLUTIONS.
Plan sponsor
Name
PUBLIC HEALTH SOLUTIONS
EIN
13-5669201
Address
40 WORTH STREET 4TH FLOOR · NEW YORK, NY · 100139998
Phone
(646) 619-6400
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 23-1945930 | MALVERN, PA | NONE | $78K | — |
| VANGUARD ADVISERS, INC | 23-2811930 | — | NONE | $18K | — |
Investments
35 direct securities · 1 pooled fund· $64.2M(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.
Uncategorized
$63.2M
35 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Tgt Retirement 2050 | — | — | — | $10.2M | 15.8% | |
| Vanguard Group Vanguard Tgt Retirement 2040 | — | — | — | $8.8M | 13.7% | |
| Vanguard Group Vanguard Tgt Retirement 2030 | — | — | — | $7.7M | 12.1% | |
| Vanguard Group Vanguard Tgt Retirement 2020 | — | — | — | $5.2M | 8.1% | |
| Vanguard Group 500 Index Fund Adm | — | — | — | $5.0M | 7.8% | |
| Vanguard Group Vanguard Tgt Retirement 2035 | — | — | — | $2.7M | 4.2% | |
| Vanguard Group Vanguard Cash Res Fed MM Adm | — | — | — | $2.5M | 3.9% | |
| Vanguard Group Vanguard Tgt Retirement 2055 | — | — | — | $2.3M | 3.5% | |
| Vanguard Group Mid-Cap Index Fund Adm | — | — | — | $2.1M | 3.2% | |
| Vanguard Group Total Bond Mkt Index Adm | — | — | — | $1.9M | 3.0% | |
| Vanguard Group Tot Intl Stock Ix Admiral | — | — | — | $1.7M | 2.7% | |
| Vanguard Group Vanguard Tgt Retirement 2060 | — | — | — | $1.7M | 2.7% | |
| Vanguard Group Growth Index Fund Adm | — | — | — | $1.6M | 2.5% | |
| Principal Financial Services Principal MidCap Inst | — | — | — | $1.3M | 2.1% | |
| Vanguard Group Small-Cap Index Fund Adm | — | — | — | $1.2M | 1.9% | |
| PRINCIPAL PRESERVATION SEPERATE ACC PRUDENTIAL RETIREMENT INS & ANN CO · EIN 06-1050034 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.6% | |
| Calvert Asset Management Calvert U.S. Large Cap Core, I | — | — | — | $940K | 1.5% | |
| Vanguard Group Vanguard Tgt Retirement 2045 | — | — | — | $903K | 1.4% | |
| Vanguard Group Vanguard Target Retirement Inc | — | — | — | $892K | 1.4% | |
| Notes Receivable from Participants Due at various dates through 2036 with interest rates - | — | — | — | $802K | 1.2% | |
| Principal Financial Services Principal Capital App I | — | — | — | $748K | 1.2% | |
| Fidelity Management & Research Fidelity Advisor Cap & Inc A | — | — | — | $613K | 1.0% | |
| Vanguard Group Value Index Fund Adm | — | — | — | $398K | 0.6% | |
| Principal Financial Services Prin Diversified Intl I | — | — | — | $398K | 0.6% | |
| Vanguard Group Vanguard Tgt Retirement 2065 | — | — | — | $352K | 0.5% | |
| Vanguard Group Strategic Sm-Cap Equity | — | — | — | $263K | 0.4% | |
| Principal Financial Services Prin Real Estate Sec I | — | — | — | $256K | 0.4% | |
| Principal Financial Services Principal Core Plus Bond Fund | — | — | — | $196K | 0.3% | |
| Vanguard Group Vanguard Tgt Retirement 2025 | — | — | — | $130K | 0.2% | |
| Vanguard Group Vanguard Inflation-Protect Adm | — | — | — | $124K | 0.2% | |
| Vanguard Group Vanguard Small-Cap Val Idx Adm | — | — | — | $80K | 0.1% | |
| Vanguard Group Vanguard Tgt Retirement 2070 | — | — | — | $75K | 0.1% | |
| Oppenheimer Invesco Dev MrktsR6 | — | — | — | $50K | <0.1% | |
| Vanguard Group Vanguard Mid-Cap Val Adm | — | — | — | $38K | <0.1% | |
| Vanguard Group Vanguard Intl Value Fund | — | — | — | $20K | <0.1% | |
| Vanguard Group Vanguard Int'l Growth Adm | — | — | — | $3K | <0.1% |
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