Back to filter
Original filing (PDF)20250618155021NAL0001487859001
PASSAVANT MEMORIAL HOMES
Form 5500
FILING_RECEIVED
PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN
401(k) retirement plan
Signals · 2
~215 bps in Sched C feesNo recordkeeper disclosed
Active participants
857
Accounts w/ balance
906
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
15 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
- 215 bps in Schedule C fees — 314% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PASSAVANT MEMORIAL HOMES.
Plan sponsor
Name
PASSAVANT MEMORIAL HOMES
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 | $83K | — |
| FIRST NATIONAL TRUST COMPANY | 20-0433578 | — | NONE | $21K | — |
Investments
15 direct securities· $4.8M(99% of reported assets)
Mutual Funds
$2.5M
6 holdings
Uncategorized
$2.2M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund N/R | Mutual Funds | — | — | $965K | 20.0% | |
| Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $794K | 16.4% | |
| American Funds Europacific Growth N/R | Mutual Funds | — | — | $608K | 12.6% | |
| Insurance Contract at Contract Standard Stable Asset Fund A N/R | — | — | — | $536K | 11.1% | |
| Fund Mutual Fund Fidelity Large Cao Growth Index N/R | — | — | — | $494K | 10.2% | |
| Fund Mutual Fund Putnam Large Cap Value Fund N/R | — | — | — | $418K | 8.7% | |
| Class Y Mutual Fund Vanguard Balanced Index Admiral N/R | — | — | — | $298K | 6.2% | |
| Fund Mutual Fund DFA U.S. Targeted Value Portfolio N/R | — | — | — | $227K | 4.7% | |
| Institutional Class Mutual Fund MFS Mid Cap Value Fund N/R | — | — | — | $136K | 2.8% | |
| Neuberger Berman Mid Cap Growth N/R | Mutual Funds | — | — | $127K | 2.6% | |
| Participant Loans Maturing from April 2025 through $0 | — | — | — | $109K | 2.3% | |
| Fund Mutual Fund Voya Small Cap Growth I N/R | — | — | — | $26K | 0.5% | |
| DFA International Core Equity Fund N/R | Mutual Funds | — | — | $19K | 0.4% | |
| Prudential High-Yield Fund N/R | Mutual Funds | — | — | $11K | 0.2% | |
| Value Non-interest Bearing Cash N/R | — | — | — | $2K | <0.1% |