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Original filing (PDF)20250630092918NAL0016112224001
EMERGYCARE, INC.
Form 5500
FILING_RECEIVED
EMERGYCARE 403(B) PLAN
403(b) retirement plan
Active participants
257
Accounts w/ balance
249
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
23 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 (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERGYCARE, INC..
Plan sponsor
Name
EMERGYCARE, INC.
EIN
25-1430922
Address
1926 PEACH STREET · ERIE, PA · 16502
Phone
(814) 870-1010
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
2025-06-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
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)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIRMENT PARTNERS LLC | — | SAN RAFAEL, CA | INV ADVISOR | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | 25-1802421 | THE WOODLANDS, TX | CONTRACT ADMINISTRATOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVEST MGMT | $4K | — |
Investments
23 direct securities· $7.5M(100% of reported assets)
Uncategorized
$4.8M
11 holdings
Mutual Funds
$2.6M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2030 TRGT DATE RETIRE N/R | Mutual Funds | — | — | $1.3M | 17.9% | |
| R4 Mutual Fund AMERICAN FUNDS 2035 TRGT DATE RETIRE N/R | — | — | — | $1.2M | 16.4% | |
| R4 Mutual Fund AMERICAN FUNDS 2055 TRGT DATE RETIRE N/R | — | — | — | $991K | 13.3% | |
| R4 Mutual Fund AMERICAN FUNDS 2025 TRGT DATE RETIRE N/R | — | — | — | $749K | 10.0% | |
| PGIM HIGH YIELD Z N/R 373 * Fully Benefit Responsive GUARANTEED INTEREST FUND N/R | Mutual Funds | — | — | $723K | 9.7% | |
| R4 Mutual Fund AMERICAN FUNDS 2045 TRGT DATE RETIRE N/R | — | — | — | $496K | 6.6% | |
| R4 Mutual Fund AMERICAN FUNDS 2040 TRGT DATE RETIRE N/R | — | — | — | $471K | 6.3% | |
| R4 Mutual Fund AMERICAN FUNDS 2050 TRGT DATE RETIRE N/R | — | — | — | $300K | 4.0% | |
| R4 Mutual Fund ISHARES S&P 500 INDEX SVC N/R | — | — | — | $241K | 3.2% | |
| Investment Contract * Participant loans Maturing from February 2025 through August $0 | — | — | — | $233K | 3.1% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE N/R | Mutual Funds | — | — | $191K | 2.6% | |
| R4 Mutual Fund MFS INTERNATIONAL DIVERSIFICATION R3 N/R | — | — | — | $102K | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE R4 N/R | Mutual Funds | — | — | $96K | 1.3% | |
| BNY MELLON MIDCAP INDEX INV N/R | Mutual Funds | — | — | $89K | 1.2% | |
| PGIM SHORT-TERM CORPORATE BD Z N/R | Mutual Funds | — | — | $79K | 1.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R4 N/R | Mutual Funds | — | — | $39K | 0.5% | |
| FIDELITY ADVISOR TOTAL BOND A N/R | Mutual Funds | — | — | $33K | 0.4% | |
| JPMORGAN LARGE CAP GROWTH R3 N/R | Mutual Funds | — | — | $26K | 0.3% | |
| EMPOWER T ROWE PRICE MDCP GR FUND N/R | Mutual Funds | — | — | $17K | 0.2% | |
| INV Mutual Fund MACQUARIE SMALL CAP CORE N/R | — | — | — | $15K | 0.2% | |
| INSTITUIONAL Mutual Fund COLUMBIA DIVIDEND INCOME A N/R | — | — | — | $10K | 0.1% | |
| MFS MID CAP VALUE R3 N/R | Mutual Funds | — | — | $8K | 0.1% | |
| PIMCO INT BOND (USD-HEDGED) ADM N/R | Mutual Funds | — | — | $1K | <0.1% |
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