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Original filing (PDF)20251229150805NAL0010294627001
WASHINGTON PHYSICIAN SERVICE ORGANIZATION
Form 5500
FILING_RECEIVED
WASHINGTON PHYSICIAN GROUP 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
253
Accounts w/ balance
459
Plan assets (EOY)
$35.7M
Net assets (EOY)
$35.7M
How this plan invests
This plan
30 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON PHYSICIAN SERVICE ORGANIZATION.
Plan sponsor
Name
WASHINGTON PHYSICIAN SERVICE ORGANIZATION
EIN
25-1780139
Address
155 WILSON AVENUE · WASHINGTON, PA · 15301
Phone
(724) 229-2487
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
2024-07-01
Tax period
2025-06-30
Filed
2025-12-29
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $50K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
28 direct securities· $35.1M(98% of reported assets)
Uncategorized
$31.9M
27 holdings
Mutual Funds
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index | — | — | — | $3.5M | 9.7% | |
| Alger Capital Appreciation Z | Mutual Funds | — | — | $3.3M | 9.2% | |
| Personal Choice Retirement Account Charles Schwab Personal Choice Retirement Account | — | — | — | $2.3M | 6.4% | |
| Vanguard Eq Inc Adm | — | — | — | $2.2M | 6.3% | |
| Dodge & Cox Dodge & Cox Inc I | — | — | — | $2.0M | 5.7% | |
| Vanguard Extended Market Index Adm | — | — | — | $1.9M | 5.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 I | — | — | — | $1.9M | 5.3% | |
| T. Rowe Price T. Rowe Price Retirement 2045 I | — | — | — | $1.8M | 5.0% | |
| Transamerica Capital, Inc. Transamerica Intl Eq R6 | — | — | — | $1.6M | 4.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 I | — | — | — | $1.5M | 4.2% | |
| Transamerica Life Ins. Co. TA Guaranteed Investment Option | — | — | — | $1.5M | 4.1% | |
| T. Rowe Price T. Rowe Price Retirement 2035 I | — | — | — | $1.3M | 3.7% | |
| T. Rowe Price T. Rowe Price Retirement 2050 I | — | — | — | $1.2M | 3.4% | |
| Invesco Small Cap Val Y | — | — | — | $1.2M | 3.3% | |
| T. Rowe Price T. Rowe Price Retirement 2030 I | — | — | — | $1.1M | 3.0% | |
| Baron Small Cap Instl | — | — | — | $1.1M | 3.0% | |
| Vanguard Total Bd Mkt Index Adm | — | — | — | $972K | 2.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 I | — | — | — | $941K | 2.6% | |
| Fidelity Inflation-Prot Bd Idx | — | — | — | $738K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 I | — | — | — | $694K | 1.9% | |
| Dimensional DFA Emerging Mkts I | — | — | — | $669K | 1.9% | |
| Vanguard FTSE All Wld ex-US Idx Adm | — | — | — | $593K | 1.7% | |
| Vanguard Intl Gr Adm | — | — | — | $585K | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 I | — | — | — | $317K | 0.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $240K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2065 I | — | — | — | $98K | 0.3% | |
| Fixed Accounts * Transamerica Financial Life Ins. Co. Insurance Company/General Account | — | — | — | $42K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement Balanced I ** - T. Rowe Price T. Rowe Price Retirement 2015 I | — | — | — | $3K | <0.1% |
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