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Original filing (PDF)20250923161521NAL0005893569001
PMHCC, INC.
Form 5500
FILING_RECEIVED
PMHCC, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
604
Accounts w/ balance
781
Plan assets (EOY)
$47.6M
Net assets (EOY)
$47.6M
How this plan invests
This plan
26 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 PMHCC, INC..
Plan sponsor
Name
PMHCC, INC.
EIN
22-2851379
Address
1601 MARKET STREET 6TH FLOOR · PHILADELPHIA, PA · 191032312
Phone
(215) 546-0300
Industry
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
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | 81-3968784 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $141K | — |
Investments
26 direct securities· $47.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal LifeTime 2040 Inst Fund | — | — | — | $8.4M | 17.6% | |
| Principal LifeTime 2050 Inst Fund | — | — | — | $6.5M | 13.7% | |
| Principal LifeTime 2020 Inst Fund | — | — | — | $6.3M | 13.1% | |
| Principal LifeTime 2030 Inst Fund | — | — | — | $5.4M | 11.4% | |
| Group Annuity Contract * Principal Life Insurance Company Fixed Income non 401(a) | — | — | — | $3.7M | 7.7% | |
| Principal LargeCap S&P 500 Index Inst Fund | — | — | — | $3.1M | 6.5% | |
| Principal LifeTime Strategic Income Inst Fund | — | — | — | $1.8M | 3.8% | |
| American Funds Growth Fund of America R6 Fund | — | — | — | $1.8M | 3.7% | |
| Principal Capital App Inst Fund | — | — | — | $1.4M | 3.0% | |
| Fidelity Investments Advisor Total Bond Z Fund | — | — | — | $1.3M | 2.7% | |
| Notes receivable from participants Interest rate range: 4.25% to 9.50% - | — | — | — | $1.0M | 2.1% | |
| American Funds Washington Mutual Investors R6 Fund | — | — | — | $969K | 2.0% | |
| Registered Investment Companies American Funds EuroPacific Growth R6 Fund | — | — | — | $873K | 1.8% | |
| Principal SmallCap S&P 600 Index R6 Fund | — | — | — | $835K | 1.8% | |
| Principal MidCap S&P 400 Index R6 Fund | — | — | — | $746K | 1.6% | |
| Principal LifeTime 2060 Inst Fund | — | — | — | $728K | 1.5% | |
| Principal LifeTime 2045 Inst Fund | — | — | — | $628K | 1.3% | |
| Principal LifeTime 2065 Inst Fund ** 331 * Principal MidCap Growth Inst Fund | — | — | — | $553K | 1.2% | |
| Principal MidCap Value I R6 Fund | — | — | — | $386K | 0.8% | |
| Principal Smallcap Value II R6 Fund | — | — | — | $370K | 0.8% | |
| Principal LifeTime 2055 Inst Fund | — | — | — | $264K | 0.6% | |
| Invesco Smallcap Growth R6 Fund | — | — | — | $218K | 0.5% | |
| Principal LifeTime 2035 Inst Fund | — | — | — | $212K | 0.4% | |
| Principal LifeTime 2025 Inst Fund | — | — | — | $196K | 0.4% | |
| (E) | — | — | — | $18K | <0.1% | |
| Principal LifeTime 2015 Inst Fund | — | — | — | $18K | <0.1% |
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