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Original filing (PDF)20251016163720NAL0003310547001
PROSPECT HILL RADIOLOGY GROUP, P.C.
Form 5500
FILING_RECEIVED
PROSPECT HILL RADIOLOGY GROUP, P.C. PROFIT SHARING AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
179
Accounts w/ balance
212
Plan assets (EOY)
$86.3M
Net assets (EOY)
$86.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROSPECT HILL RADIOLOGY GROUP, P.C..
Plan sponsor
Name
PROSPECT HILL RADIOLOGY GROUP, P.C.
EIN
16-0988763
Address
301 PROSPECT AVE · SYRACUSE, NY · 132031807
Phone
(315) 434-9307
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
2025-10-16
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities · 1 pooled fund· $85.4M(99% 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
$82.3M
32 holdings
Common Collective Trust
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Adm Mutual Fund | — | — | — | $19.4M | 22.5% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $13.5M | 15.6% | |
| Vanguard U.S. Growth Adm Mutual Fund | — | — | — | $8.6M | 10.0% | |
| Vanguard Windsor II Adm Mutual Fund | — | — | — | $7.3M | 8.5% | |
| Vanguard International Growth Adm Mutual Fund | — | — | — | $5.1M | 5.9% | |
| Fidelity Advisor Total Bond Z Mutual Fund | — | — | — | $3.6M | 4.2% | |
| RELIANCE METLIFE STABLE VALUE 25053 VANGUARD FIDUCUARY TRUST COMPANY · EIN 75-9522204 / PN 000 | Common Collective Trust | — | — | $3.1M | 3.6% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $2.9M | 3.4% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $2.8M | 3.2% | |
| Vanguard Small-Cap Index Adm Mutual Fund | — | — | — | $2.4M | 2.7% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $2.1M | 2.4% | |
| Janus Henderson Triton N Mutual Fund | — | — | — | $1.6M | 1.9% | |
| American Funds Corporate Bond R6 Mutual Fund | — | — | — | $1.5M | 1.7% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $1.4M | 1.6% | |
| Vanguard Balanced Index Adm Mutual Fund | — | — | — | $1.3M | 1.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.2M | 1.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.2M | 1.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $1.1M | 1.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $858K | 1.0% | |
| Vanguard Total Intl Bond Index Adm Mutual Fund | — | — | — | $837K | 1.0% | |
| Invesco Developing Markets R6 Mutual Fund | — | — | — | $669K | 0.8% | |
| Vanguard Interm-Term Invst Grade Adm Mutual Fund | — | — | — | $543K | 0.6% | |
| Vanguard Selected Value Inv Mutual Fund | — | — | — | $449K | 0.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $400K | 0.5% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $379K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $288K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $273K | 0.3% | |
| Vanguard Inflation-Protected Sec Adm Mutual Fund | — | — | — | $263K | 0.3% | |
| Vanguard Developed Mkts Index Adm Mutual Fund | — | — | — | $230K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $112K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $76K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $37K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $4K | <0.1% |
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