Original filing (PDF)20251015212912NAL0011601330001

Prima Medical Foundation

Name: Prima Medical Foundation — Prima Medical Foundation, Form 5500 (2024)
Creator: Prima Medical Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Prima Medical Foundation 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Prima Medical Foundation's Prima Medical Foundation 401(k) Profit Sharing Plan and Trust held $11.7M in plan assets for 435 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

435

Accounts w/ balance

344

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 69K (3% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Below-peer total plan cost (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRIMA MEDICAL FOUNDATION.

Plan sponsor

Name

PRIMA MEDICAL FOUNDATION

DBA

MARINHEALTH MEDICAL NETWORK

EIN

27-1376321all filings

Address

100B DRAKES LANDING RD · STE NBR 190 · GREENBRAE, CA · 94904

Phone

(415) 842-5013

Industry

Finance & Insurance

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

2025-10-15

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Investments

33 direct securities· $11.7M(100% of reported assets)

Mutual Funds

$8.4M

20 holdings

Common Collective Trusts

$2.2M

7 holdings

Cash / Money Market

$622K

1 holding

Common Stocks

$316K

4 holdings

Other securities

$159K

1 holding

					% of plan
Vanguard Target Retirement 2050 Registered Investment Company	Mutual Funds	—	—	$1.4M	12.1%
Vanguard 500 Index Fund Admiral Shares Registered Investment Company	Common Collective Trusts	—	—	$1.3M	10.9%
Vanguard Target Retirement 2045 Registered Investment Company	Mutual Funds	—	—	$1.2M	10.1%
Vanguard Growth Index Admin Registered Investment Company	Mutual Funds	—	—	$1.1M	9.3%
Vanguard Target Retirement 2030 Registered Investment Company	Mutual Funds	—	—	$846K	7.2%
Vanguard Target Retirement 2040 Registered Investment Company	Mutual Funds	—	—	$704K	6.0%
Gabelli U.S. Treasury Money Market Fund Money Market Fund	Cash / Money Market	—	—	$622K	5.3%
Vanguard Target Retirement 2055 Registered Investment Company	Mutual Funds	—	—	$540K	4.6%
Vanguard Target Retirement 2035 Registered Investment Company	Mutual Funds	—	—	$455K	3.9%
Vanguard Target Retirement Income Fund Registered Investment Company	Mutual Funds	—	—	$430K	3.7%
Vanguard Target Retirement 2060 Registered Investment Company	Mutual Funds	—	—	$336K	2.9%
Vanguard Target Retirement 2025 Registered Investment Company	Mutual Funds	—	—	$305K	2.6%
Vanguard Target Retirement 2065 Fund Investor Shares Registered Investment Company	Mutual Funds	—	—	$295K	2.5%
Vanguard Emerging Markets Stock Index Fund Admiral Registered Investment Company	Common Collective Trusts	—	—	$277K	2.4%
Vanguard Intermediate-Term Bond Index Fund Admiral Registered Investment Company	Common Collective Trusts	—	—	$227K	1.9%
Vanguard Mid Cap Index Admiral Registered Investment Company	Mutual Funds	—	—	$225K	1.9%
American Funds New Perspective Fund Class R6 Registered Investment Company	Mutual Funds	—	—	$203K	1.7%
American Century Small Cap Growth R6 Registered Investment Company	Common Stocks	—	—	$191K	1.6%
Vanguard Total International Stock Index Fund Admiral Shares Registered Investment Company	Common Collective Trusts	—	—	$168K	1.4%
maturing through September 2054	Other securities	—	—	$159K	1.4%
Vanguard Small-Cap Index Fund Admiral Registered Investment Company	Common Collective Trusts	—	—	$159K	1.4%
Vanguard Value Index Admin Registered Investment Company	Mutual Funds	—	—	$126K	1.1%
Vanguard Target Retirement 2020 Registered Investment Company	Mutual Funds	—	—	$79K	0.7%
Victory Sycamore Established Value I Registered Investment Company	Common Stocks	—	—	$59K	0.5%
Fidelity Inflation-Protected Bond Index Fund Registered Investment Company	Common Collective Trusts	—	—	$57K	0.5%
Janus Henderson Enterprise Fund Class I Registered Investment Company	Mutual Funds	—	—	$52K	0.4%
Vanguard Total International Bond Index Fund Admiral Registered Investment Company	Common Collective Trusts	—	—	$51K	0.4%
Invesco Gold & Special Minerals R6 Registered Investment Company	Mutual Funds	—	—	$46K	0.4%
BlackRock High Yield Bond Portfolio Class K Registered Investment Company	Common Stocks	—	—	$34K	0.3%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Registered Investment Company	Common Stocks	—	—	$32K	0.3%
Vanguard Target Retirement 2070 Registered Investment Company	Mutual Funds	—	—	$31K	0.3%
American Funds Income R6 Registered Investment Company	Mutual Funds	—	—	$28K	0.2%
DFA US Targeted Value I Registered Investment Company	Mutual Funds	—	—	$19K	0.2%