How big is Premier Medical Group's plan?

Premier Medical Group's plan reported $26.4M in assets and 86 participants for 2024.

Original filing (PDF)20251015162717NAL0010632610001

Premier Medical Group

Name: Premier Medical Group — Premier Medical Group Profit, Form 5500 (2024)
Creator: Premier Medical Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Premier Medical Group Profit Sharing Plan

401(k) retirement plan · Premier Medical Group's Premier Medical Group Profit Sharing Plan held $26.4M in plan assets for 86 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

42% in single holdingHigh average account balanceSelf-directed brokerage offered

Active participants

Accounts w/ balance

143

Plan assets (EOY)

$26.4M

Net assets (EOY)

$26.4M

People on this filing

John Murphy signed Premier Medical Group's 2024 Form 5500 as plan administrator.

John Murphy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Premier Medical Group's EIN is 14-1536357.

EIN 14-1536357

Plan number 001

Plan year 2024

ACK ID 20251015162717NAL0010632610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Premier Medical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Premier Medical Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PREMIER MEDICAL GROUP.

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PREMIER MEDICAL GROUP

EIN

all filings

Address

1 COLUMBIA STREET · SUITE 390 · POUGHKEEPSIE, NY · 12601

Phone

(845) 452-8730

Industry

Offices of Physicians· Health Care & Social Assistance

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

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL INVESTMENT	52-2114207	—	ADVISOR	$0	—

Investments

40 direct securities· $26.2M(99% of reported assets)

Self-Directed Brokerage

$11.0M

1 holding

Mutual Funds

$8.5M

21 holdings

Other securities

$6.4M

16 holdings

Common Stocks

$297K

1 holding

Common Collective Trusts

$8K

1 holding

					% of plan
SELF-DIRECTED BROKERAGE ACCOUNTS * Fidelity Brokeragelink	Self-Directed Brokerage	—	—	$11.0M	41.8%
S SHARES * Fidelity Advisor Technology Fund Class A	Mutual Funds	—	$16K	$1.9M	7.2%
Fidelity Advisor New Insights Fund Class A	Mutual Funds	—	$35K	$1.4M	5.5%
T. Rowe Price Retirement 2020 Fund R	Other securities	—	$64K	$1.2M	4.4%
Invesco Growth and Income Fund Class A	Mutual Funds	—	$52K	$1.1M	4.2%
T. Rowe Price Retirement 2055 Fund R	Other securities	—	$54K	$1.1M	4.0%
T. Rowe Price Retirement 2050 Fund R	Other securities	—	$43K	$796K	3.0%
T. Rowe Price Retirement 2035 Fund R	Other securities	—	$36K	$731K	2.8%
Fidelity Advisor Balanced Class A	Mutual Funds	—	$25K	$728K	2.8%
T. Rowe Price Retirement 2045 Fund R	Other securities	—	$31K	$665K	2.5%
T. Rowe Price Retirement 2030 Fund R	Other securities	—	$25K	$632K	2.4%
T. Rowe Price Retirement 2040 Fund R	Other securities	—	$21K	$624K	2.4%
MONEY MARKET FUND * Fidelity Government Money Market	Mutual Funds	—	$506K	$506K	1.9%
Fidelity Advisor Strategic Income Fund Class A	Mutual Funds	—	$38K	$436K	1.7%
MFS Blended Research Core Equity R3	Mutual Funds	—	$10K	$359K	1.4%
Fidelity Advisor Leveraged Company Stock Fund A	Mutual Funds	—	$9K	$339K	1.3%
T. Rowe Price Retirement 2025 Fund R	Other securities	—	$20K	$318K	1.2%
BlackRock Global Allocation Fund, Inc. A	Common Stocks	—	$16K	$297K	1.1%
Janus Henderson Global Life Sciences	Mutual Funds	—	$4K	$259K	1.0%
Fidelity Advisor Capital & Income Fund - Class A	Mutual Funds	—	$19K	$222K	0.8%
Invesco EQV International Equity Fund Class A	Mutual Funds	—	$10K	$218K	0.8%
Fidelity Advisor International Discovery Fund Class A	Mutual Funds	—	$5K	$215K	0.8%
Fidelity Advisor Government Income Fund Class A	Mutual Funds	—	$22K	$195K	0.7%
Fidelity Advisor Small Cap Fund Class A	Mutual Funds	—	$6K	$171K	0.6%
T. Rowe Price Retirement 2060 Fund R	Other securities	—	$9K	$150K	0.6%
Virtus NFJ Small-Cap Value A	Other securities	—	$12K	$142K	0.5%
Invesco Comstock A	Mutual Funds	—	$5K	$138K	0.5%
Invesco International Bond A	Mutual Funds	—	$14K	$60K	0.2%
PIMCO Commodity Real Ret Strat A	Mutual Funds	—	$4K	$56K	0.2%
T. Rowe Price Retirement 2015 Fund R	Other securities	—	$4K	$54K	0.2%
T. Rowe Price Retirement Balance Fund R	Other securities	—	$4K	$51K	0.2%
Franklin Small-Mid Cap Growth Fund Class A	Mutual Funds	—	$1K	$49K	0.2%
Fidelity Advisor China Region Fund Class A	Mutual Funds	—	$1K	$41K	0.2%
Fidelity Advisor Real Estate Income Fund Class A	Mutual Funds	—	$2K	$28K	0.1%
Fidelity Advisor Energy Fund - Class A 449	Mutual Funds	—	—	$20K	<0.1%
Eaton Vance Floating-Rate Advantage A	Other securities	—	$2K	$18K	<0.1%
T. Rowe Price Retirement 2005 Fund R	Other securities	—	$1K	$13K	<0.1%
Federated Hermes Mid-Cap Index Fund Service Shares 517	Common Collective Trusts	—	—	$8K	<0.1%
T. Rowe Price Retirement 2010 Fund R 264	Other securities	—	—	$4K	<0.1%
Columbia Emerging Markets Fund Institutional Class A 157	Other securities	—	—	$2K	<0.1%