Original filing (PDF)20251013113033NAL0000538659001

PREFERRED PRIMARY CARE PHYSICIANS, INC.

Name: PREFERRED PRIMARY CARE PHYSICIANS, INC. — PREFERRED PRIMARY CARE PHYSICIANS, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PREFERRED PRIMARY CARE PHYSICIANS, INC.

Form 5500

FILING_RECEIVED

PREFERRED PRIMARY CARE PHYSICIANS, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

379

Accounts w/ balance

524

Plan assets (EOY)

$79.4M

Net assets (EOY)

$79.4M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 100% of plan.

Helping the score

Below-peer total fees (6 bps vs 16 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREFERRED PRIMARY CARE PHYSICIANS, INC..

Plan sponsor

Name

PREFERRED PRIMARY CARE PHYSICIANS, INC.

EIN

25-1742085

Address

701 TECHNOLOGY DRIVE · SUITE 150 · CANONSBURG, PA · 15317

Phone

(412) 531-2902

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Audit & trust (Schedule H)

Auditor

KLINE KEPPEL & KORYAK, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$41K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$9K	—

Investments

1 pooled fund· $716K(1% of reported assets)

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.