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Original filing (PDF)20250930124241NAL0016512851001
PEOPLE'S COMMUNITY CLINIC
Form 5500
FILING_RECEIVED
PEOPLE'S COMMUNITY CLINIC 403(B) PLAN
401(k) retirement plan
Active participants
343
Accounts w/ balance
387
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
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)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEOPLE'S COMMUNITY CLINIC.
Plan sponsor
Name
PEOPLE'S COMMUNITY CLINIC
EIN
23-7087608
Address
1101 CAMINO LA COSTA · AUSTIN, TX · 78752
Phone
(512) 684-1707
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
2025-09-30
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RANDY SILHAN, CPA, CFE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TCG ADMINISTRATORS | — | AUSTIN, TX | RECORDKEEPER | $71K | — |
Investments
29 direct securities· $18.1M(100% of reported assets)
Uncategorized
$18.1M
28 holdings
Mutual Funds
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2050 Instl | — | — | — | $2.7M | 14.8% | |
| TIAA-CREF Lifecycle Index 2040 Instl | — | — | — | $2.3M | 13.0% | |
| TIAA-CREF Lifecycle Index 2045 Instl | — | — | — | $2.1M | 11.6% | |
| TIAA-CREF Lifecycle Index Ret Inc Instl | — | — | — | $1.9M | 10.5% | |
| TIAA-CREF Lifecycle Index 2055 Instl | — | — | — | $1.7M | 9.5% | |
| TIAA-CREF Lifecycle Index 2035 Instl | — | — | — | $1.5M | 8.1% | |
| TIAA-CREF Lifecycle Index 2030 Instl | — | — | — | $1.3M | 7.1% | |
| TIAA-CREF Lifecycle Index 2060 Instl | — | — | — | $1.0M | 5.6% | |
| Vanguard 500 Index Admiral | — | — | — | $994K | 5.5% | |
| TIAA-CREF Lifecycle Index 2025 Instl | — | — | — | $804K | 4.5% | |
| TIAA-CREF Lifecycle Index 2065 Instl | — | — | — | $462K | 2.6% | |
| iShares Total US Stock Market Idx K | — | — | — | $272K | 1.5% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $199K | 1.1% | |
| Participants Notes Receivable 3.25% to 10.50% | — | — | — | $186K | 1.0% | |
| TIAA-CREF Lifecycle Index 2020 Instl | — | — | — | $148K | 0.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $139K | 0.8% | |
| Vanguard Intermediate-Term | — | — | — | $135K | 0.7% | |
| Lord Abbett Shrt Dur Inc-R6 | — | — | — | $64K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $40K | 0.2% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $30K | 0.2% | |
| DFA Global Real Estate Securities Port | — | — | — | $22K | 0.1% | |
| DFA Inflation-Protected | — | — | — | $19K | 0.1% | |
| Vanguard LifeStrategy Cnsrv Gr Inv 124 Vanguard LifeStrategy Growth Inv | — | — | — | $16K | <0.1% | |
| Vanguard LifeStrategy Income Inv 141 Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $14K | <0.1% | |
| Black Rock Emerging Mkts K | Mutual Funds | — | — | $9K | <0.1% | |
| Victory International R6 | — | — | — | $6K | <0.1% | |
| OR SIMILAR PARTY MATURITY VALUE Money Markets Vanguard Investments Federal Money Market | — | — | — | $3K | <0.1% | |
| Black Rock Total Return Fund Class K | — | — | — | $3K | <0.1% | |
| Victory Income R6 Victory International | — | — | — | $2K | <0.1% |