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Original filing (PDF)20251014140816NAL0002978961001
PMMC OVER LIQUIDATION, LLC
Form 5500
FILING_RECEIVED
POTTSTOWN MEMORIAL MEDICAL CENTER RETIREMENT INCOME PLAN
Defined-benefit pension plan
Signals · 1
42% in single holding
Active participants
52
Accounts w/ balance
—
Plan assets (EOY)
$41.0M
Net assets (EOY)
$40.9M
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
79
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard Long-Term Investment Grade Fund Admiral Shares" is 42% of plan.
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PMMC OVER LIQUIDATION, LLC.
Plan sponsor
Name
PMMC OVER LIQUIDATION, LLC
EIN
26-2874737
Address
152 E HIGH ST · POTTSTOWN, PA · 194645400
Phone
(610) 323-2006
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
PMMC OVER LIQUIDATION, LLC
EIN
26-2874737
City
POTTSTOWN, PA
Phone
(610) 323-2006
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
FISCHER CUNNANE & ASSOCIATES, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST COMPANY | 23-2186884 | — | CUSTODIAN | $37K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS, INC. | 23-2811930 | — | INVESTMENT ADVISOR | $48K | — |
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | INVESTMENT ADVISOR | $29K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOSTER & FOSTER, INC. | 59-1921114 | — | ACTUARY | $99K | — |
Investments
8 direct securities· $40.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long-Term Investment Grade Fund Admiral Shares | — | — | $21.4M | $16.8M | 41.0% | |
| Vanguard Total Stock Market Index Fund Institutional Shares | — | — | $3.4M | $7.9M | 19.3% | |
| Vanguard Long-Term Treasury Index Fund Institutional Shares | — | — | $7.8M | $6.0M | 14.6% | |
| Vanguard FTSE All-World Ex-US Index Fund Institutional Shares | — | — | $4.8M | $5.6M | 13.6% | |
| Vanguard Global Minimum Volatility Fund | — | — | $2.1M | $2.4M | 5.9% | |
| Vanguard Extended Duration Treasury Index Fund Institutional Shares | — | — | $1.7M | $1.2M | 2.8% | |
| First American Treasury Obligations Fund Class Z | — | — | $385K | $385K | 0.9% | |
| Glenmede Private Equity Fund III, LLC | — | — | $382K | $182K | 0.4% |