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Original filing (PDF)20250627191733NAL0010059153001
PASSAVANT MEMORIAL HOMES, INC.
Form 5500
FILING_RECEIVED
PASSAVANT MEMORIAL HOMES 401(K) PLAN
401(k) retirement plan
Signals · 2
~90 bps in Sched C feesNo recordkeeper disclosed
Active participants
181
Accounts w/ balance
151
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 90 bps in Schedule C fees — 210% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PASSAVANT MEMORIAL HOMES, INC..
Plan sponsor
Name
PASSAVANT MEMORIAL HOMES, INC.
EIN
25-1021794
Address
100 PASSAVANT WAY · PITTSBURGH, PA · 15238
Phone
(412) 820-1010
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $59K | — |
| FIRST NATIONAL TRUST COMPANY | 20-0433578 | — | NONE | $31K | — |
Investments
14 direct securities· $10.0M(100% of reported assets)
Uncategorized
$5.3M
8 holdings
Mutual Funds
$4.8M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $1.8M | 18.2% | |
| Fidelity Large Cap Growth Inedex N/R | Mutual Funds | — | — | $1.4M | 13.8% | |
| Fund Mutual Fund Dodge & Cox Income Fund N/R | — | — | — | $1.3M | 12.8% | |
| American Funds Europacific Growth N/R | Mutual Funds | — | — | $1.1M | 11.4% | |
| Fund Mutual Fund Putnam Large Cap Value Fund N/R | — | — | — | $861K | 8.6% | |
| Class Y Mutual Fund Vanguard Balanced Index Admiral N/R | — | — | — | $824K | 8.2% | |
| Insurance Contracts at Contract Standard Stable Asset A N/R | — | — | — | $799K | 8.0% | |
| Fund Mutual Fund DFA U.S. Targeted Value Portfolio N/R | — | — | — | $482K | 4.8% | |
| Institutional Class Mutual Fund Neuberger Berman Mid Cap Growth N/R | — | — | — | $480K | 4.8% | |
| Fund Mutual Fund MFS Mid Cap Value Fund N/R | — | — | — | $441K | 4.4% | |
| Voya Small Cap Growth I N/R | Mutual Funds | — | — | $198K | 2.0% | |
| Prudential High-Yield Fund N/R | Mutual Funds | — | — | $118K | 1.2% | |
| Value * Non-interest Bearing Cash N/R 2 * Participant Loans Maturing from May 2025 through $0 | — | — | — | $102K | 1.0% | |
| DFA International Core Equity Fund N/R | Mutual Funds | — | — | $93K | 0.9% |