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Original filing (PDF)20251003125027NAL0001398081001
PRIMEMED, P C
Form 5500
FILING_RECEIVED
PRIMEMED, P. C. 401(K) PLAN
401(k) retirement plan
Active participants
144
Accounts w/ balance
207
Plan assets (EOY)
$69.4M
Net assets (EOY)
$69.4M
How this plan invests
This plan
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 (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIMEMED, P C.
Plan sponsor
Name
PRIMEMED, P C
EIN
23-2905316
Address
MORGAN MEDICAL COMPLEX · 5 MORGAN HIGHWAY SUITE 6 · SCRANTON, PA · 185082601
Phone
(570) 558-7410
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
2025-10-03
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)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KRONICK, KALADA, BERDY & CO. P.C.
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 | -$2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Investments
34 direct securities· $68.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment companies (mutual funds) | — | — | — | $10.0M | 14.4% | |
| Fidelity Blue Chip Growth Registered investment companies (mutual funds) | — | — | — | $8.3M | 12.0% | |
| Fidelity Government Money Market Money market account | — | — | — | $4.8M | 7.0% | |
| Fidelity U.S. Bond Index Fund Registered investment companies (mutual funds) | — | — | — | $4.0M | 5.8% | |
| . Fidelity Dividend Growth Registered investment companies (mutual funds) | — | — | — | $3.5M | 5.0% | |
| Fidelity Freedom 2030 Registered investment companies (mutual funds) | — | — | — | $3.4M | 4.9% | |
| Fidelity Value Registered investment companies (mutual funds) | — | — | — | $2.7M | 3.9% | |
| Fidelity International Index Fund Registered investment companies (mutual funds) | — | — | — | $2.5M | 3.6% | |
| Fidelity Diversified International Registered investment companies (mutual funds} | — | — | — | $2.5M | 3.6% | |
| Baron Growth Institutional Fund Registered investment companies (mutual funds) | — | — | — | $2.3M | 3.4% | |
| T. Rowe Price Equity Income Registered investment companies (mutual funds} | — | — | — | $2.1M | 3.1% | |
| Fidelity Total Bond Fund Registered investment companies (mutual funds) | — | — | — | $2.1M | 3.0% | |
| . Fidelity Freedom 2025 Registered investment companies (mutual funds) | — | — | — | $2.0M | 2.9% | |
| Fidelity Freedom 2040 Registered investment companies (mutual funds) | — | — | — | $1.8M | 2.5% | |
| Artisan Mid Cap Registered investment companies (mutual funds) | — | — | — | $1.6M | 2.3% | |
| Fidelity Freedom 2035 Registered investment companies (mutual funds) | — | — | — | $1.5M | 2.2% | |
| Fidelity Small Cap Index Registered investment companies (mutual funds) | — | — | — | $1.5M | 2.1% | |
| . Fidelity Management Trust Company Self-directed brokerage accounts | — | — | — | $1.4M | 2.0% | |
| Fidelity Freedom 2050 Registered investment companies (mutual funds) | — | — | — | $1.3M | 1.9% | |
| American Funds New World Fund R6 Registered investment companies (mutual funds) | — | — | — | $1.3M | 1.9% | |
| Fidelity Low Priced Stocks Registered investment companies (mutual funds) | — | — | — | $1.3M | 1.9% | |
| Fidelity Freedom 2015 Registered investment companies (mutual funds) | — | — | — | $1.2M | 1.7% | |
| . Fidelity Freedom 2045 Registered investment companies (mutual funds) | — | — | — | $829K | 1.2% | |
| Fidelity Freedom 2020 Registered investment companies (mutual funds) | — | — | — | $787K | 1.1% | |
| Janus Henderson Growth and Income Fund Class N Registered investment companies (mutual funds) | — | — | — | $771K | 1.1% | |
| Fidelity Freedom 2055 Registered investment companies (mutual funds) | — | — | — | $633K | 0.9% | |
| Fidelity Extended Market Index Fund Registered investment companies (mutual funds) | — | — | — | $469K | 0.7% | |
| Fidelity Real Estate Investment Portfolio Registered investment companies (mutual funds) | — | — | — | $406K | 0.6% | |
| Eaton Vance Income Fund of Boston Registered investment companies (mutual funds) | — | — | — | $312K | 0.4% | |
| dates vary, secured by account balance | — | — | — | $230K | 0.3% | |
| PIMCO Commodity Real Return Strategy Fund International Registered investment companies (mutual funds) | — | — | — | $174K | 0.3% | |
| Fidelity Freedom 2060 Registered investment companies (mutual funds) | — | — | — | $141K | 0.2% | |
| Fidelity Freedom Inc Registered investment companies (mutual funds) | — | — | — | $27K | <0.1% | |
| Fidelity Freedom 2010 Registered investment companies (mutual funds) | — | — | — | $7K | <0.1% |
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