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Original filing (PDF)20250626080218NAL0008378369001
PROGRESSIVE PHYSICIAN ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
PROGRESSIVE PHYSICIAN ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
135
Accounts w/ balance
155
Plan assets (EOY)
$103.8M
Net assets (EOY)
$103.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Participation health
100
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 PROGRESSIVE PHYSICIAN ASSOCIATES, INC..
Plan sponsor
Name
PROGRESSIVE PHYSICIAN ASSOCIATES, INC.
EIN
23-2701565
Address
81 HIGHLAND AVENUE · SUITE 220 · BETHLEHEM, PA · 18017
Phone
(610) 868-1100
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
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 | -$59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Investments
29 direct securities· $103.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Brokeragelink | — | — | — | $23.2M | 22.3% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $16.4M | 15.7% | |
| Fidelity Investments Fidelity Freedom 2035 K6 | — | — | — | $9.9M | 9.5% | |
| Fidelity Investments Fidelty ContraFund | — | — | — | $6.3M | 6.1% | |
| Fidelity Investments Fidelity Freedom 2040 K6 | — | — | — | $5.3M | 5.1% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $4.1M | 3.9% | |
| Fidelity Investments Fidelity Freedom 2030 K6 | — | — | — | $3.9M | 3.7% | |
| Fidelity Investments Fidelity Balanced | — | — | — | $3.6M | 3.5% | |
| Fidelity Investments Fidelity Freedom 2045 K6 | — | — | — | $3.4M | 3.2% | |
| JP Morgan JP Morgan US Value R6 | — | — | — | $3.0M | 2.9% | |
| Fidelity Investments Fidelity International Index | — | — | — | $2.9M | 2.8% | |
| Morgan Stanley MS W Large Cap GR R1 | — | — | — | $2.9M | 2.8% | |
| Fidelity Investments Fidelity Small Cap Growth | — | — | — | $2.8M | 2.7% | |
| Fidelity Investments Fidety Overseas | — | — | — | $2.1M | 2.1% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $2.1M | 2.0% | |
| Fidelity Investments Fidelity Extended Market Index | — | — | — | $2.0M | 1.9% | |
| Fidelity Investments Fidelity Freedom 2050 K6 | — | — | — | $1.8M | 1.8% | |
| Fidelity Investments Fidelity Small Cap Value Index | — | — | — | $1.5M | 1.4% | |
| Fidelity Investments Fidelity Freedom 2025 K6 | — | — | — | $1.4M | 1.4% | |
| Fidelity Investments Fidelity Freedom 2055 K6 | — | — | — | $1.3M | 1.2% | |
| Fidelity Investments Fixed Emerging Markets | — | — | — | $1.0M | 1.0% | |
| Cohen & Steers Cohen & Steers Reality | — | — | — | $985K | 0.9% | |
| PGIM High Yield R6 | — | — | — | $741K | 0.7% | |
| Fidelity Investments Fidelity Low Priced Stock | — | — | — | $614K | 0.6% | |
| Fidelity Investments Fidelity Freedom Income K6 | — | — | — | $367K | 0.4% | |
| Fidelity Investments Fidelity Freedom 2060 K6 | — | — | — | $181K | 0.2% | |
| maturing through December 2029 | — | — | — | $106K | 0.1% | |
| Fidelity Investments Fidelity Freedom 2020 K6 | — | — | — | $55K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2065 K6 | — | — | — | $14K | <0.1% |
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