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Original filing (PDF)20251013114820NAL0002647730001
PEDIATRIC ACADEMIC ASSOCIATION,INC.
Form 5500
FILING_RECEIVED
PEDIATRIC ACADEMIC ASSOCIATION, INC. DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
520
Accounts w/ balance
716
Plan assets (EOY)
$187.4M
Net assets (EOY)
$187.4M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEDIATRIC ACADEMIC ASSOCIATION,INC..
Plan sponsor
Name
PEDIATRIC ACADEMIC ASSOCIATION,INC.
EIN
31-1024403
Address
700 CHILDREN'S DRIVE · COLUMBUS, OH · 43205
Phone
(614) 355-4115
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $34K | — |
| TIAA | 13-1624203 | — | NONE | $14K | — |
Investments
39 direct securities · 1 pooled fund· $184.6M(99% 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.
Uncategorized
$153.7M
38 holdings
Mutual Funds
$29.9M
1 holding
Pooled Separate Account
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $29.9M | 15.9% | |
| Vanguard Institutional Index | — | — | — | $28.0M | 14.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $15.3M | 8.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $12.9M | 6.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $12.1M | 6.5% | |
| Vanguard Target Retirement 2030 | — | — | — | $9.9M | 5.3% | |
| American Funds EuroPacific Growth R6 | — | — | — | $7.4M | 4.0% | |
| Variable Annuity Contracts * TIAA and CREF Stock Account | — | — | — | $7.1M | 3.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $4.9M | 2.6% | |
| JPMorgan US Equity R5 | — | — | — | $4.5M | 2.4% | |
| Fixed Annuity Contracts * TIAA and CREF Stable Value Fund | — | — | — | $4.4M | 2.4% | |
| Vanguard Value Index Institutional | — | — | — | $4.1M | 2.2% | |
| TIAA and CREF TIAA Traditional Annuity 2 | — | — | — | $3.9M | 2.1% | |
| TIAA and CREF TIAA Traditional Annuity | — | — | — | $3.9M | 2.1% | |
| Neuberger Berman Real Estate Fund | — | — | — | $3.7M | 2.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $3.7M | 1.9% | |
| Vanguard Total Bond Market Index | — | — | — | $3.1M | 1.7% | |
| TIAA and CREF Growth Account | — | — | — | $3.1M | 1.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $3.1M | 1.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $3.0M | 1.6% | |
| TIAA and CREF Equity Index Account | — | — | — | $2.3M | 1.2% | |
| TIAA and CREF Global Equities Account | — | — | — | $1.7M | 0.9% | |
| TIAA and CREF Social Choice Account | — | — | — | $1.6M | 0.8% | |
| Vanguard Cash Reserves Federal Money Market Fund | — | — | — | $1.6M | 0.8% | |
| Metropolitan West Total Return Bond | — | — | — | $1.5M | 0.8% | |
| BlackRock Inflation Protected Bond | — | — | — | $1.2M | 0.6% | |
| Causeway Emerging Markets Institutional | — | — | — | $1.1M | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.0M | 0.5% | |
| AB Large Cap Growth Fund Class I | — | — | — | $986K | 0.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $941K | 0.5% | |
| TIAA and CREF Money Market Account | — | — | — | $850K | 0.5% | |
| Baird Mid Cap Fund Institutional | — | — | — | $488K | 0.3% | |
| Vanguard Target Retirement Income | — | — | — | $454K | 0.2% | |
| TIAA and CREF Core Bond | — | — | — | $433K | 0.2% | |
| Allspring Special Small Cap Value Fund R6 | — | — | — | $428K | 0.2% | |
| TIAA and CREF Inflation-Linked Bond Account | — | — | — | $166K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $89K | <0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $77K | <0.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $27K | <0.1% | |
| Vanguard Treasury Money Market Fund Investor Shares | — | — | — | $8K | <0.1% |