Nancy L. Brown, CPA, CGMA, CMPE signed Primehealth Physicians, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Primehealth Physicians, LLC's EIN is 32-0349690.
Download the official 2024 Form 5500 (PDF) for Primehealth Physicians, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primehealth Physicians, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INGHAM & COMPANY | 65-0170152 | — | NONE | $83K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.9M | 17.8% | |
| Vanguard Growth Index Fund Admiral Vanguard Shares | Common Collective Trusts | — | — | $1.9M | 11.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.5M | 9.0% | |
| Vanguard Total World Stock Index Fund Vanguard Admiral | Common Collective Trusts | — | — | $1.2M | 7.2% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | — | $1.1M | 6.7% | |
| Vanguard Developed Markets Index Vanguard Admiral | Mutual Funds | — | — | $1.1M | 6.5% | |
| Allspring Core Bond R6 | Other securities | — | — | $1000K | 6.1% | |
| Prudential Investment Management PGIM Total Return Bond R6 | Other securities | — | — | $1000K | 6.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $682K | 4.2% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $669K | 4.1% | |
| Vanguard Short-Term Bond Index Fund Vanguard Admiral | Common Collective Trusts | — | — | $666K | 4.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $547K | 3.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $475K | 2.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $366K | 2.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $365K | 2.2% | |
| Cohen and Steers Cohen and Steers Global Infrastructure I | Other securities | — | — | $301K | 1.8% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $165K | 1.0% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $136K | 0.8% | |
| Vanguard Balanced Index Fund Admiral Vanguard Shares | Common Collective Trusts | — | — | $123K | 0.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $121K | 0.7% | |
| Schwab Retirement Advantage Money Schwab Fund | Mutual Funds | — | — | $45K | 0.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $36K | 0.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $7K | <0.1% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Emerging Market Index | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO Short-Term Institutional | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Total Bond Market Index Fund Vanguard Admiral | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
