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Original filing (PDF)20251016123055NAL0003186979001
PRIORITY CARE PEDIATRICS, LLC
Form 5500
FILING_RECEIVED
PRIORITY CARE PEDIATRICS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
105
Accounts w/ balance
132
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
19 pooled trusts
Schedule D
32 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 PRIORITY CARE PEDIATRICS, LLC.
Plan sponsor
Name
PRIORITY CARE PEDIATRICS, LLC
EIN
20-0183695
Address
9405 N. OAK TRAFFICWAY · KANSAS CITY, MO · 64155
Phone
(816) 412-2900
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
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| EIP CORP | 48-0949535 | OVERLAND PARK, KS | CONTRACT ADMINISTRATOR | $2K | — |
Investments
32 direct securities · 19 pooled funds· $16.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.1M
32 holdings
Common Collective Trust
$6.7M
11 holdings
Pooled Separate Account
$683K
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 20.4% | |
| Principal Life Insurance Company | — | — | $0 | $1.9M | 20.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 15.2% | |
| PIMCO Funds | — | — | $0 | $1.4M | 15.2% | |
| Vanguard Group | — | — | $0 | $1.2M | 12.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 12.6% | |
| Principal Global Investors Trust Co | — | — | $0 | $806K | 8.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $806K | 8.8% | |
| Principal Global Investors Trust Co | — | — | $0 | $794K | 8.7% | |
| Vanguard Group | — | — | $0 | $544K | 6.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $417K | 4.6% | |
| Principal Global Investors Trust Co | — | — | $0 | $417K | 4.6% | |
| Principal Life Insurance Company | — | — | $0 | $356K | 3.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $356K | 3.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $289K | 3.2% | |
| Principal Life Insurance Company | — | — | $0 | $289K | 3.2% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $234K | 2.6% | |
| Principal Global Investors Trust Co | — | — | $0 | $234K | 2.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $164K | 1.8% | |
| Principal Life Insurance Company | — | — | $0 | $164K | 1.8% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $162K | 1.8% | |
| Principal Life Insurance Company | — | — | $0 | $162K | 1.8% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $158K | 1.7% | |
| Principal Global Investors Trust Co | — | — | $0 | $158K | 1.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z 26644 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $131K | 1.4% | |
| PGIM Investments | — | — | $0 | $131K | 1.4% | |
| Invesco Funds Group, Inc. | — | — | $0 | $99K | 1.1% | |
| Principal Global Investors Trust Co | — | — | $0 | $89K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $89K | 1.0% | |
| Principal Global Investors Trust Co | — | — | $0 | $77K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $64K | 0.7% | |
| Principal Global Investors Trust Co | — | — | $0 | $64K | 0.7% | |
| The American Funds | — | — | $0 | $49K | 0.5% | |
| Principal Global Investors Trust Co | — | — | $0 | $45K | 0.5% | |
| Principal Global Investors Trust Co | — | — | $0 | $44K | 0.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $33K | 0.4% | |
| Principal Life Insurance Company | — | — | $0 | $33K | 0.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $31K | 0.3% | |
| Principal Life Insurance Company | — | — | $0 | $31K | 0.3% | |
| Janus International Holding, LLC | — | — | $0 | $22K | 0.2% | |
| The American Funds | — | — | $0 | $21K | 0.2% | |
| MFS Investment Management | — | — | $0 | $12K | 0.1% | |
| Vanguard Group | — | — | $0 | $10K | 0.1% | |
| MassMutual Financial Group | — | — | $0 | $2K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRIN RE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Principal Life Insurance Company | — | — | $0 | $2K | <0.1% | |
| Principal Life Insurance Company | — | — | $0 | $2K | <0.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Principal Global Investors Trust Co | — | — | $0 | $2K | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $591 | <0.1% | |
| Western Asset Management Co. | — | — | $0 | $591 | <0.1% |
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