How big is Woonsocket Urgent Care PC's plan?

Woonsocket Urgent Care PC's plan reported $1.7M in assets and 90 participants for 2024.

Original filing (PDF)20251009132442NAL0007060193001

Woonsocket Urgent Care PC

Name: Woonsocket Urgent Care PC — Woonsocket Urgent Care, Form 5500 (2024)
Creator: Woonsocket Urgent Care PC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Woonsocket Urgent Care PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Woonsocket Urgent Care PC's Woonsocket Urgent Care PC 401(k) Profit Sharing Plan & Trust held $1.7M in plan assets for 90 participants in 2024, with Paychex as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

Accounts w/ balance

163

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Justin Mavromatis signed Woonsocket Urgent Care PC's 2024 Form 5500 as plan administrator.

Justin Mavromatis — 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

Woonsocket Urgent Care PC's EIN is 20-3842604.

EIN 20-3842604

Plan number 001

Plan year 2024

ACK ID 20251009132442NAL0007060193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Woonsocket Urgent Care PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Woonsocket Urgent Care PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOONSOCKET URGENT CARE PC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

WOONSOCKET URGENT CARE PC

EIN

all filings

Address

103 PROVIDENCE HWY · EAST WALPOLE, MA · 020321512

Phone

(781) 255-0500

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

2025-10-09

Pension benefit codes

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)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$7K	—

Investments

27 direct securities· $1.7M(100% of reported assets)

Mutual Funds

$1.5M

15 holdings

Other securities

$104K

8 holdings

Common Collective Trusts

$102K

2 holdings

Bonds / Notes

$23K

1 holding

Cash / Money Market

$5K

1 holding

					% of plan
American Funds 2055 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$324K	19.0%
American Funds 2050 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$317K	18.6%
American Funds 2035 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$316K	18.5%
American Funds 2060 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$183K	10.7%
American Funds 2045 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$103K	6.0%
Fidelity Mid Cap Index 629 Fidelity Small Cap Index 502 Invesco Equally-Weighted S&P 500 Fund Class R6	Common Collective Trusts	—	—	$92K	5.4%
American Funds 2020 Target Date Retirement Fund Class R-6 ** 74 American Funds 2025 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$61K	3.6%
American Funds 2065 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$47K	2.7%
MFS Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$41K	2.4%
Columbia Small Cap Value Fund II Institutional 3 Class	Other securities	—	—	$40K	2.3%
American Funds 2040 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$29K	1.7%
Notes receivable from participants 4.25% - 9.50% -	Bonds / Notes	—	—	$23K	1.3%
American Funds 2030 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$20K	1.2%
Columbia Dividend Income Fund Institutional 3 Class	Other securities	—	—	$18K	1.1%
John Hancock Funds Disciplined Value Mid Cap Fund Class R6	Other securities	—	—	$16K	0.9%
The Hartford Core Equity Fund Class R6	Other securities	—	—	$13K	0.7%
American Funds U.S. Government Securities Fund Class R6	Mutual Funds	—	—	$11K	0.6%
iShares S&P 500 Index Fund Class K	Common Collective Trusts	—	—	$9K	0.6%
T. Rowe Price Growth Stock Fund I Class	Other securities	—	—	$7K	0.4%
Vanguard International Value Fund Investor Shares	Mutual Funds	—	—	$6K	0.4%
T. Rowe Price Small Cap Value Fund	Other securities	—	—	$6K	0.4%
Vanguard International Growth Fund Admiral Shares	Mutual Funds	—	—	$5K	0.3%
BlackRock Liquidity Funds T-Fund Institutional Shares	Cash / Money Market	—	—	$5K	0.3%
MFS International Growth Fund Class R6	Mutual Funds	—	—	$4K	0.2%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$3K	0.2%
Metropolitan West Total Return Bond Fund Plan Class	Other securities	—	—	$3K	0.2%
Alger Small Cap Focus Fund Class Y	Other securities	—	—	$2K	0.1%