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Original filing (PDF)20230706143131NAL0008373203001
PHOENIX-WASHINGTON, INC.
Form 5500
FILING_RECEIVED
GREENBRIAR TREATMENT CENTER 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX-WASHINGTON, INC..
Plan sponsor
Name
PHOENIX-WASHINGTON, INC.
DBA
GREENBRIAR TREATMENT CENTER
EIN
25-1492898
Address
800 MANOR DRIVE · WASHINGTON, PA · 15301
Phone
(724) 225-9700
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-06
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
URISH, POPECK & CO., INC. LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RET. SOLUTIONS | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $18K | — |
Investments
8 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $0 | — |
| CLEARBRIDGE LARGE CAP GROWTH CIT WILMINGTON TRUST, N.A. · EIN 82-3106705 / PN 345 | Common Collective Trust | $0 | — |
| BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK MIDCAP EQUITY INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802327 / PN 003 | Common Collective Trust | $0 | — |
| BLACKROCK MSCI ACWI EX-US IND FUND WILMINGTON TRUST, N.A. · EIN 81-1950980 / PN 013 | Common Collective Trust | $0 | — |
| BLACKROCK RUSSELL 2000 INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802587 / PN 004 | Common Collective Trust | $0 | — |
| BLACKROCK US DEBT INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802445 / PN 010 | Common Collective Trust | $0 | — |
| PGIM TOTAL RETURN BOND FUND CIT R WILMINGTON TRUST, N.A. · EIN 38-4097323 / PN 471 | Common Collective Trust | $0 | — |