How big is Primary Care Partners, LLC's plan?

Primary Care Partners, LLC's plan reported $45.1M in assets and 439 participants for 2024.

Original filing (PDF)20251014224100NAL0003812129001

Primary Care Partners, LLC

Name: Primary Care Partners, LLC — PCP/AHP/ABS 401(k), Form 5500 (2024)
Creator: Primary Care Partners, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PCP/AHP/ABS 401(k) Profit Sharing Plan

401(k) retirement plan · Primary Care Partners, LLC's PCP/AHP/ABS 401(k) Profit Sharing Plan held $45.1M in plan assets for 439 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

Late participant contributions

Active participants

439

Accounts w/ balance

675

Plan assets (EOY)

$45.1M

Net assets (EOY)

$45.1M

Plan identifiers

Primary Care Partners, LLC's EIN is 27-4980253.

EIN 27-4980253

Plan number 001

Plan year 2024

ACK ID 20251014224100NAL0003812129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Primary Care Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Primary Care Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

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) — 33K (1% of contributions).

Plan sponsor

Name

PRIMARY CARE PARTNERS, LLC

EIN

all filings

Address

200 THE AMERICAN ROAD · MORRIS PLAINS, NJ · 07950

Phone

(973) 971-7120

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-14

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$65K	—
TRANSAMERICA TRUST COMPANY	42-0947998	—	TRUSTEE	$167	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RTD FINANCIAL ADVISORS, INC.

Investments

33 direct securities · 1 pooled fund· $84.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$42.1M

1 holding

Mutual Funds

$25.6M

27 holdings

Common Collective Trusts

$9.3M

1 holding

Other securities

$5.9M

3 holdings

Pooled Separate Accounts

$1.3M

1 holding

Bonds / Notes

$333K

1 holding

					% of plan
TRANSAMERICA POOLED SEPARATE ACCTS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000	Pooled Separate Account	—	—	$42.1M	93.4%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$9.3M	20.7%
Metwest Funds Metropolitan West Total Return Bond Plan	Other securities	—	—	$4.0M	8.8%
MFS Funds MFS Massachusetts Investor GR STK R3	Mutual Funds	—	—	$3.6M	7.9%
Dimensional Fund Advisors DFA US Large Cap Value I	Mutual Funds	—	—	$3.1M	6.8%
MFS Funds MFS International Equity	Mutual Funds	—	—	$2.4M	5.4%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$2.2M	4.8%
Vanguard LifeStrategy Moderate Gr Inv	Mutual Funds	—	—	$2.2M	4.8%
Vanguard Inflation-Protected Secs Adm	Mutual Funds	—	—	$1.8M	4.0%
Dimensional Fund Advisors DFA International Small Company I	Mutual Funds	—	—	$1.4M	3.1%
Metlife Stable Value Fund Series 25053 Class 0	Pooled Separate Accounts	—	—	$1.3M	3.0%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$1.3M	2.9%
Dimensional Fund Advisors DFA US Small Cap Value I	Mutual Funds	—	—	$1.1M	2.3%
Vanguard REIT Index Adm	Mutual Funds	—	—	$1.1M	2.3%
T. Rowe Price Funds T. Rowe Price QM U.S. Small Cap Growth Equity	Other securities	—	—	$1.0M	2.3%
Dimensional Fund Advisors DFA Emerging Markets I	Mutual Funds	—	—	$906K	2.0%
Federated Investors Federated Hermes Institutional High Yield Bond	Other securities	—	—	$899K	2.0%
Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$804K	1.8%
Invesco International Bond Y	Mutual Funds	—	—	$670K	1.5%
Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$553K	1.2%
Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$504K	1.1%
Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$389K	0.9%
Notes receivable from participants Various interest rates from 4.25% - 9.50%	Bonds / Notes	—	—	$333K	0.7%
Vanguard LifeStrategy Growth Inv	Mutual Funds	—	—	$326K	0.7%
Vanguard Target Retirement Income Inv	Mutual Funds	—	—	$289K	0.6%
Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$261K	0.6%
Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$197K	0.4%
Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$177K	0.4%
Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$149K	0.3%
Vanguard LifeStrategy Income Inv	Mutual Funds	—	—	$108K	0.2%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$94K	0.2%
Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$82K	0.2%
Vanguard Target Retirement 2070 Inv	Mutual Funds	—	—	$26K	<0.1%
Vanguard LifeStrategy Cnsrv Gr Inv	Mutual Funds	—	—	$6K	<0.1%