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Original filing (PDF)20250930153119NAL0011863921001
PHREESIA, INC.
Form 5500
FILING_RECEIVED
PHREESIA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
932
Accounts w/ balance
843
Plan assets (EOY)
$49.9M
Net assets (EOY)
$49.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHREESIA, INC..
Plan sponsor
Name
PHREESIA, INC.
EIN
20-2275479
Address
434 FAYETTEVILLE STREET · SUITE 1400 · RALEIGH, NC · 27601
Phone
(888) 654-7473
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-30
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $49K | — |
Investments
31 direct securities · 3 pooled funds· $49.7M(99% 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
$45.6M
31 holdings
Common Collective Trust
$4.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Large-Cap Stocks (1) | — | — | — | $11.2M | 22.5% | |
| T. Rowe Price Retirement 2055 (1) | — | — | — | $5.2M | 10.4% | |
| T. Rowe Price Retirement 2050 (1) | — | — | — | $4.5M | 9.1% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3.1M | 6.2% | |
| T. Rowe Price Retirement 2040 (1) | — | — | — | $3.0M | 6.0% | |
| T. Rowe Price Retirement 2060 (1) | — | — | — | $2.8M | 5.6% | |
| T. Rowe Price Retirement 2045 (1) | — | — | — | $2.3M | 4.6% | |
| T. Rowe Price Retirement 2035 (1) | — | — | — | $2.1M | 4.1% | |
| T. Rowe Price Retirement Balanced | — | — | — | $1.4M | 2.8% | |
| Fidelity Mid Cap Index Fund Mid-Cap Stocks (1) | — | — | — | $1.2M | 2.5% | |
| Allspring Special Mid Cap Value Fund - Class Institutional Mid-Cap Stocks (1) | — | — | — | $1.2M | 2.4% | |
| T. Rowe Price Retirement 2030 (1) | — | — | — | $1.2M | 2.4% | |
| Fidelity Small Cap Index Fund Small-Cap Stocks (1) | — | — | — | $1.1M | 2.2% | |
| American Century Small Cap Growth Fund R6 Small-Cap Stocks (1) | — | — | — | $1.1M | 2.1% | |
| Fidelity International Index Fund International Stocks (1) | — | — | — | $941K | 1.9% | |
| MFS Value Fund R6 Large-Cap Stocks (1) | — | — | — | $860K | 1.7% | |
| DFA Global Equity Portfolio Institutional Class International Stocks (1) | — | — | — | $847K | 1.7% | |
| T. Rowe Price Retirement 2065 (1) | — | — | — | $841K | 1.7% | |
| JPMorgan International Equity Fund Class R6 International Stocks (1) | — | — | — | $608K | 1.2% | |
| John Hancock Bond Fund Class R6 Bonds (1) | — | — | — | $589K | 1.2% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $571K | 1.1% | |
| Principal High Yield Institutional Class Bonds (1) | — | — | — | $540K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $425K | 0.9% | |
| Franklin Small Cap Value Fund Advisor Class Small-Cap Stocks (1) | — | — | — | $406K | 0.8% | |
| Notes receivable from participants Participant loans at interest rates ranging from 5.25% to 10.5%; maturities through 2032 | — | — | — | $356K | 0.7% | |
| T. Rowe Price Retirement 2020 (1) | — | — | — | $334K | 0.7% | |
| T. Rowe Price Retirement 2025 (1) | — | — | — | $276K | 0.6% | |
| Fidelity Emerging Markets Fund Class K International Stocks (1) | — | — | — | $227K | 0.5% | |
| Fidelity U.S. Bond Index Fund Bonds (1) | — | — | — | $175K | 0.4% | |
| T. Rowe Price Retirement 2010 (1) | — | — | — | $100K | 0.2% | |
| T. Rowe Price Retirement 2015 (1) | — | — | — | $65K | 0.1% | |
| PIMCO Income Fund Institutional Class Bonds (1) | — | — | — | $52K | 0.1% | |
| T. Rowe Price Retirement 2005 (1) | — | — | — | $21K | <0.1% | |
| Fidelity Government Market K6 Money Market (1) | — | — | — | $7K | <0.1% |