Original filing (PDF)20251013115148NAL0000566115001

PEDIATRIC ACADEMIC ASSOCIATION,INC.

Name: PEDIATRIC ACADEMIC ASSOCIATION,INC. — PEDIATRIC ACADEMIC ASSOCIATION, INC. 403(B) TAX-SHELTERED ANNUITY PLAN, Form 5500 (2024)
Creator: PEDIATRIC ACADEMIC ASSOCIATION,INC.

Form 5500

FILING_RECEIVED

PEDIATRIC ACADEMIC ASSOCIATION, INC. 403(B) TAX-SHELTERED ANNUITY PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

558

Accounts w/ balance

505

Plan assets (EOY)

$122.7M

Net assets (EOY)

$122.7M

How this plan invests

This plan

8 pooled trusts

Schedule D

161 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

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

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

GBQ PARTNERS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	NONE	$24K	—
TIAA	13-1624203	—	NONE	$10K	—

Investments

155 direct securities · 8 pooled funds· $123.1M(100% 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

$122.2M

155 holdings

Pooled Separate Account

$944K

8 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
VANGUARD INSTUTIONAL INDEX	—	—	—	$20.3M	16.6%
VANGUARD TARGET RETIREMENT 2040	—	—	—	$11.6M	9.4%
VANGUARD TARGET RETIREMENT 2045	—	—	—	$9.6M	7.8%
VANGUARD TARGET RETIREMENT 2050	—	—	—	$6.6M	5.4%
VANGUARD TARGET RETIREMENT 2030	—	—	—	$5.8M	4.7%
AMERICAN FUNDS AMERICAN EUROPACIFIC GROWTH	—	—	—	$5.7M	4.7%
VANGUARD TARGET RETIREMENT 2035	—	—	—	$5.2M	4.2%
CREF VARIABLE ANNUITY ACCOUNT STOCK ACCOUNT	—	—	—	$4.6M	3.7%
JPMORGAN US EQUITY R5	—	—	—	$3.9M	3.2%
VANGUARD SMALL-CAP INDEX	—	—	—	$3.7M	3.0%
VANGUARD MID-CAP INDEX	—	—	—	$3.3M	2.7%
NUEBERGER BERMAN NEUBERGER BERMAN REAL ESTATE	—	—	—	$2.8M	2.3%
Fixed Annuity Contracts * TIAA and CREF TIAA TRADITIONAL NON BENEFIT RESPONSIVE 2	—	—	—	$2.8M	2.3%
CREF VARIABLE ANNUITY ACCOUNT EQUITY INDEX ACCOUNT	—	—	—	$2.6M	2.1%
VANGUARD TARGET RETIREMENT 2055	—	—	—	$2.6M	2.1%
VANGUARD VALUE INDEX INSTITUTIONAL	—	—	—	$2.4M	2.0%
CREF VARIABLE ANNUITY ACCOUNT GROWTH ACCOUNT	—	—	—	$2.4M	2.0%
VANGUARD TOTAL BOND MARKET INDEX FUND	—	—	—	$2.4M	1.9%
TIAA and CREF TIAA STABLE VALUE FUND**	—	—	—	$2.3M	1.8%
VANGUARD TARGET RETIREMENT 2025	—	—	—	$2.2M	1.8%
TIAA and CREF TIAA TRADITIONAL BENEFIT RESPONSIVE	—	—	—	$2.1M	1.7%
CREF VARIABLE ANNUITY ACCOUNT GLOBAL EQUITIES ACCOUNT	—	—	—	$1.7M	1.4%
VANGUARD CASH RESERVES FEDERAL MONEY MARKET	—	—	—	$1.6M	1.3%
VANGUARD METROPOLITAN WEST TOTAL RETURN BOND I	—	—	—	$955K	0.8%
CAUSEWAY EMERGING MARKETS INSTITUTIONAL	—	—	—	$776K	0.6%
VANGUARD TARGET RETIREMENT 2020	—	—	—	$746K	0.6%
BLACKROCK INFLATION PROTECTED BOND	—	—	—	$735K	0.6%
ALLIANCE BERNSTEIN AB LARGE CAP GROWTH FUND I	—	—	—	$717K	0.6%
VANGUARD TOTAL STOCK MARKET INDEX	—	—	—	$716K	0.6%
VANGUARD HEALTH CARE FUND INVESTOR	—	—	—	$560K	0.5%
FIDELITY GROWTH COMPANY	—	—	—	$472K	0.4%
VANGUARD LIFESTRATEGY GROWTH FUND	—	—	—	$463K	0.4%
FIDELITY BLUE CHIP GROWTH	—	—	—	$434K	0.4%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$395K	0.3%
FIDELITY BALANCED	—	—	—	$352K	0.3%
VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$350K	0.3%
AMERICAN FUNDS SMALLCAP WORLD FUND A-CLASS	—	—	—	$317K	0.3%
BAIRD MID CAP FUND INSTITUTIONAL	—	—	—	$303K	0.2%
FIDELITY GROWTH DISCOVERY	—	—	—	$302K	0.2%
CREF VARIABLE ANNUITY ACCOUNT CORE BOND ACCOUNT	—	—	—	$271K	0.2%
AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND A-CLASS	—	—	—	$264K	0.2%
VANGUARD 500 INDEX FUND ADMIRAL SHARES	—	—	—	$254K	0.2%
VOYA FINANCIAL VOYA FIXED ACCOUNT	—	—	—	$249K	0.2%
CREF VARIABLE ANNUITY ACCOUNT SOCIAL CHOICE ACCOUNT	—	—	—	$236K	0.2%
T. ROWE PRICE TRUST COMPANY RETIREMENT 2035	—	—	—	$229K	0.2%
AMERICAN FUNDS THE GROWTH FUND OF AMERICA A-CLASS	—	—	—	$225K	0.2%
ALLSPRING SPECIAL SMALLCAP VALUE R6	—	—	—	$210K	0.2%
COLUMBIA MULTI-MANAGER TOTAL RETURN BOND	—	—	—	$169K	0.1%
Notes Receivable from Participants Interest rates range from 4.25% to 9.50%	—	—	—	$166K	0.1%
VANGUARD TARGET RETIREMENT INCOME FUND	—	—	—	$152K	0.1%
AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND F-1 CLASS	—	—	—	$138K	0.1%
AMERICAN FUNDS FUNDAMENTAL INVESTORS A-CLASS	—	—	—	$135K	0.1%
T. ROWE PRICE TRUST COMPANY CAPITAL APPRECIATION FUND	—	—	—	$127K	0.1%
CREF VARIABLE ANNUITY ACCOUNT MONEY MARKET ACCOUNT	—	—	—	$122K	<0.1%
FIDELITY OVERSEAS FUND	—	—	—	$120K	<0.1%
AMERICAN FUNDS SMALLCAP WORLD FUND F-1 CLASS	—	—	—	$118K	<0.1%
FIDELITY ASSET MANAGER 70%	—	—	—	$114K	<0.1%
COLUMBIA MULTI-MANAGER GROWTH STRATEGY FUND	—	—	—	$109K	<0.1%
COLUMBIA MULTI-MANAGER VALUE STRATEGY	—	—	—	$100K	<0.1%
AMERICAN FUNDS THE GROWTH FUND OF AMERICA F-1 CLASS	—	—	—	$100K	<0.1%
AMERICAN FUNDS AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND	—	—	—	$96K	<0.1%
AMERICAN FUNDS THE NEW ECONOMY FUND A-CLASS	—	—	—	$96K	<0.1%
VANGUARD LARGE-CAP INDEX FUND ADMIRAL	—	—	—	$93K	<0.1%
AMERICAN FUNDS NEW PERSPECTIVE FUND A-CLASS	—	—	—	$90K	<0.1%
VANGUARD EQUITY INCOME FUND ADMIRAL	—	—	—	$83K	<0.1%
AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME FUND A-CLASS	—	—	—	$80K	<0.1%
VANGUARD TARGET RETIREMENT 2070	—	—	—	$79K	<0.1%
AMERICAN FUNDS EUROPACIFIC GROWTH FUND A-CLASS	—	—	—	$77K	<0.1%
FIDELITY FREEDOM 2035 K	—	—	—	$73K	<0.1%
CREF VARIABLE ANNUITY ACCOUNT INFLATION-LINKED BOND ACCOUNT	—	—	—	$68K	<0.1%
AXA EQUITABLE LIFE INSURANCE COMPANY EQ / COMMON STOCK INDEX PORTFOLIO	—	—	—	$65K	<0.1%
EQ/COM STCK INDEX AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000	Pooled Separate Account	—	—	$65K	<0.1%
VANGUARD TARGET RETIREMENT 2060	—	—	—	$64K	<0.1%
AMERICAN FUNDS NEW PERSPECTIVE FUND F-1 CLASS	—	—	—	$58K	<0.1%
AMERICAN FUNDS AMERICAN BALANCED FUND A-CLASS	—	—	—	$57K	<0.1%
AMERICAN FUNDS THE INCOME FUND OF AMERICA A-CLASS	—	—	—	$55K	<0.1%
VANGUARD TOTAL BOND MARKET INDEX FUND	—	—	—	$52K	<0.1%
COLUMBIA MULTI-MANAGER INTERNATIONAL EQUITY STRATEGIES FUND	—	—	—	$50K	<0.1%
VANGUARD MID-CAP GROWTH INDEX FUND	—	—	—	$49K	<0.1%
AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND A-CLASS	—	—	—	$48K	<0.1%
AMERICAN FUNDS THE INVESTMENT COMPANY OF AMERICA A-CLASS	—	—	—	$48K	<0.1%
AMERICAN FUNDS (CAPITAL GROUP) NEW WORLD FUND A-CLASS	—	—	—	$45K	<0.1%
AMERICAN FUNDS (CAPITAL GROUP) THE INCOME FUND OF AMERICA F-1 CLASS	—	—	—	$42K	<0.1%
AMERICAN FUNDS THE BOND FUND OF AMERICA A-CLASS	—	—	—	$40K	<0.1%
AMERICAN FUNDS (CAPITAL GROUP) CAPITAL WORLD BOND FUND A-CLASS	—	—	—	$39K	<0.1%
EQ/LARGE CAP VALUE PLUS AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000	Pooled Separate Account	—	—	$39K	<0.1%
AMERICAN FUNDS CAPITAL INCOME BUILDER A-CLASS	—	—	—	$39K	<0.1%
AMERICAN FUNDS AMCAP FUND A-CLASS	—	—	—	$39K	<0.1%
T. ROWE PRICE TRUST COMPANY MID-CAP GROWTH FUND	—	—	—	$36K	<0.1%
VOYA FINANCIAL VOYA RUSSELL LARGE CAP INDEX PORTFOLIO	—	—	—	$36K	<0.1%
VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES	—	—	—	$34K	<0.1%
MFS GROWTH FUND	—	—	—	$32K	<0.1%
FIDELITY FREEDOM 2030 K	—	—	—	$32K	<0.1%
FIDELITY SELECT TECHNOLOGY	—	—	—	$30K	<0.1%
FIDELITY OTC PORTFOLIO	—	—	—	$30K	<0.1%
VOYA FINANCIAL VY T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO	—	—	—	$30K	<0.1%
MFS VALUE FUND CLASS I	—	—	—	$29K	<0.1%
FIDELITY SELECT CONS DISCOVERY	—	—	—	$29K	<0.1%
EQ/MID CAP VALUE PLUS AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000	Pooled Separate Account	—	—	$29K	<0.1%
VOYA FINANCIAL FIDELITY VIP GROWTH PORTFOLIO	—	—	—	$28K	<0.1%
EQ/SMALL COMPANY INDEX AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000	Pooled Separate Account	—	—	$27K	<0.1%
AXA EQUITABLE LIFE INSURANCE COMPANY GUARANTEED INTEREST ACCOUNT	—	—	—	$26K	<0.1%
VANGUARD HEALTH CARE FUND ADMIRAL	—	—	—	$26K	<0.1%
EQ/INTERNATIONAL EQUITY INDEX AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000	Pooled Separate Account	—	—	$26K	<0.1%
COLUMBIA MULTI-MANAGER SMALL CAP EQUITY STRATEGIES FUND	—	—	—	$24K	<0.1%
VOYA FINANCIAL FIDELITY VIP CONTRAFUND PORTFOLIO	—	—	—	$22K	<0.1%
VANGUARD DEVELOPED MARKETS INDEX FUND	—	—	—	$22K	<0.1%
AMERICAN FUNDS FUNDAMENTAL INVESTORS F-1 CLASS	—	—	—	$22K	<0.1%
VANGUARD INFLATION-PROTECTED SECURITIES FUND ADMIRAL	—	—	—	$22K	<0.1%
T. ROWE PRICE TRUST COMPANY T. ROWE PRICE INTERNATIONAL SMALL-CAP EQUITY TRUST	—	—	—	$20K	<0.1%
FIDELITY SELECT ENTERPRISE TECHNOLOGY SERVICES	—	—	—	$20K	<0.1%
iSHARES MSCI GLOBAL MIN VOLATILITY	—	—	—	$18K	<0.1%
AMERICAN FUNDS THE NEW ECONOMY FUND F-1 CLASS	—	—	—	$17K	<0.1%
ALLSPRING EMERGING MARKETS EQUITY	—	—	—	$17K	<0.1%
MFS INTERNATIONAL INTRINSIC VALUE CLASS 1	—	—	—	$17K	<0.1%
AMERICAN FUNDS NEW WORLD FUND F-1 CLASS	—	—	—	$17K	<0.1%
VOYA FINANCIAL VY INVESCO GROWTH AND INCOME PORTFOLIO - SERVICE CLASS	—	—	—	$17K	<0.1%
VOYA FINANCIAL VOYA SOLUTION 2035 PORTFOLIO SERVICE	—	—	—	$16K	<0.1%
FIDELITY EQUITY INCOME	—	—	—	$14K	<0.1%
VOYA FINANCIAL AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND CLASS R4	—	—	—	$14K	<0.1%
VOYA FINANCIAL VY T. ROWE PRICE GROWTH EQUITY PORTFOLIO CLASS I	—	—	—	$14K	<0.1%
EQ/QUALITY BOND PLUS AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000	Pooled Separate Account	—	—	$13K	<0.1%
AMERICAN FUNDS CAPITAL INCOME BUILDER F-1 CLASS	—	—	—	$13K	<0.1%
VOYA FINANCIAL VOYA INDEX PLUS MIDCAP PORTFOLIO	—	—	—	$12K	<0.1%
VOYA FINANCIAL VY INVESCO EQUITY & INCOME I	—	—	—	$12K	<0.1%
JPMORGAN JPM MIDCAP EQUITY	—	—	—	$12K	<0.1%
LORD ABBETT LORD ABBETT BOND DEBENTURE	—	—	—	$12K	<0.1%
AMERIPRISE MONEY MARKET	—	—	—	$11K	<0.1%
VOYA FINANCIAL VOYA RUSSELL LARGE CAP GROWTH INDEX PORTFOLIO CLASS I	—	—	—	$11K	<0.1%
VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL	—	—	—	$11K	<0.1%
VOYA FINANCIAL VOYA RUSSELL MID CAP INDEX PORTFOLIO I	—	—	—	$11K	<0.1%
VANGUARD SMALL-CAP GROWTH INDEX FUND	—	—	—	$10K	<0.1%
VOYA FINANCIAL VY JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO - SERVICE CLASS	—	—	—	$10K	<0.1%
VOYA FINANCIAL VOYA RUSSELL LARGE CAP VALUE INDEX PORTFOLIO CLASS S	—	—	—	$9K	<0.1%
FIDELITY GROWTH & INCOME	—	—	—	$9K	<0.1%
VOYA FINANCIAL VOYA GLOBAL INSIGHTS PORTFOLIO	—	—	—	$9K	<0.1%
VOYA FINANCIAL VY INVESCO COMSTOCK PORTFOLIO SERVICE	—	—	—	$9K	<0.1%
VANGUARD SHORT-TERM BOND INDEX FUND	—	—	—	$9K	<0.1%
VOYA FINANCIAL COLUMBIA LARGE CAP VALUE	—	—	—	$8K	<0.1%
VOYA FINANCIAL VOYA LARGE CAP VALUE PORTFOLIO	—	—	—	$8K	<0.1%
AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA F-1 CLASS	—	—	—	$7K	<0.1%
VOYA FINANCIAL VOYA GROWTH AND INCOME PORTFOLIO I	—	—	—	$7K	<0.1%
VOYA FINANCIAL AMERICAN FUNDS NEW PERSPECTIVE R4	—	—	—	$7K	<0.1%
FIDELITY CONTRAFUND -0022	—	—	—	$7K	<0.1%
VOYA FINANCIAL VOYA RUSSELL MID CAP GROWTH INDEX PORTFOLIO S	—	—	—	$7K	<0.1%
VOYA FINANCIAL VY T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO	—	—	—	$7K	<0.1%
VOYA FINANCIAL NEUBERGER BERMAN SUSTAINABLE EQUITY FUND	—	—	—	$7K	<0.1%
AMERICAN FUNDS CAPITAL WORLD BOND FUND F-1 CLASS	—	—	—	$6K	<0.1%
VOYA FINANCIAL VOYA LARGE CAP GROWTH PORTFOLIO INSTITUTIONAL	—	—	—	$5K	<0.1%
VOYA FINANCIAL VOYA MIDCAP OPPORTUNITIES PORTFOLIO I	—	—	—	$4K	<0.1%
VOYA FINANCIAL VOYA SMALL COMPANY PORT I	—	—	—	$4K	<0.1%
VOYA FINANCIAL AMERICAN FUNDS GROWTH FUND R4	—	—	—	$4K	<0.1%
VOYA FINANCIAL AMERICAN FUNDS EUROPACIFIC R4	—	—	—	$4K	<0.1%
VOYA FINANCIAL VOYA JPMORGAN MID CAP VALUE PORTFOLIO	—	—	—	$4K	<0.1%
VOYA FINANCIAL INVESCO V.I. MAIN STREET SMALL CAP FUND SERIES I	—	—	—	$4K	<0.1%
VOYA FINANCIAL VOYA INDEX PLUS LARGE CAP PORTFOLIO	—	—	—	$3K	<0.1%
VOYA FINANCIAL DELAWARE IVY SCIENCE & TECHNOLOGY FUND CLASS Y	—	—	—	$3K	<0.1%
AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME FUND F-1 CLASS	—	—	—	$3K	<0.1%
VOYA FINANCIAL AMERICAN FUNDS SMALL CAP R4	—	—	—	$3K	<0.1%
VOYA FINANCIAL VOYA SOLUTION AGRESSIVE PORTFOLIO	—	—	—	$2K	<0.1%
VANGUARD EMERGING MARKETS STOCK INDEX	—	—	—	$2K	<0.1%
VANGUARD TARGET RETIRE 2065	—	—	—	$2K	<0.1%
VOYA FINANCIAL INVESCO DEVELOPING MARKETS FUND A	—	—	—	$1K	<0.1%