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Original filing (PDF)20251001142301NAL0016251664001
PRIME HEALTHCARE SERVICES, INC.
Form 5500
FILING_RECEIVED
PRIME HEALTHCARE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
32,874
Accounts w/ balance
41,055
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
27 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIME HEALTHCARE SERVICES, INC..
Plan sponsor
Name
PRIME HEALTHCARE SERVICES, INC.
EIN
33-0943449
Address
3300 E. GUASTI RD 3RD FLOOR · ONTARIO, CA · 91761
Phone
(909) 235-4400
Industry
Management of Companies / Holdingssee all
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $1.1M | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EWG ELEVATE INC | 82-3365896 | — | SECURITIES BROKER | $16K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $6K | — |
Investments
23 direct securities · 27 pooled funds· $2.8B(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.
Common Collective Trust
$1.4B
27 holdings
Uncategorized
$1.4B
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.1B | 61.7% | |
| Transamerica Prime Target Retirement 2035 Fund Collective Trust | — | — | — | $178.5M | 10.1% | |
| Transamerica Prime Target Retirement 2030 Fund Collective Trust | — | — | — | $172.6M | 9.8% | |
| Transamerica Prime Target Retirement 2025 Fund Collective Trust | — | — | — | $144.2M | 8.2% | |
| Transamerica Prime Target Retirement 2040 Fund Collective Trust | — | — | — | $141.9M | 8.1% | |
| Transamerica Prime Target Retirement 2050 Fund Collective Trust | — | — | — | $129.7M | 7.4% | |
| Transamerica Prime Target Retirement 2045 Fund Collective Trust | — | — | — | $117.8M | 6.7% | |
| NT COLLECTIVE S&P 500 INDEX LENDING NORTHERN TRUST · EIN 45-6138589 / PN 250 | Common Collective Trust | — | — | $108.3M | 6.2% | |
| Prudential Jennison Growth R6 Registered Investment Company | — | — | — | $107.4M | 6.1% | |
| T. ROWE PRICE STBL VAL COMMON TR Q T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $89.8M | 5.1% | |
| Transamerica Prime Target Retirement 2020 Fund Collective Trust | — | — | — | $72.4M | 4.1% | |
| Putnam Equity Income R6 Registered Investment Company | — | — | — | $69.3M | 3.9% | |
| Transamerica Prime Target Retirement 2055 Fund Collective Trust | — | — | — | $54.5M | 3.1% | |
| METWEST TOTAL RETURN BD CLASS D SEI · EIN 47-2418714 / PN 005 | Common Collective Trust | — | — | $45.3M | 2.6% | |
| Notes receivable from participants Interest rates | — | — | — | $33.6M | 1.9% | |
| Transamerica Prime Target Retirement 2060 Fund Collective Trust | — | — | — | $31.7M | 1.8% | |
| T. ROWE PRICE US MID-CAP VAL EQ TR T. ROWE PRICE · EIN 35-6941663 / PN 001 | Common Collective Trust | — | — | $30.2M | 1.7% | |
| Charles Schwab Institutional Personal Choice Self-Directed Brokerage Account | — | — | — | $24.5M | 1.4% | |
| MFS International Value R6 Registered Investment Company | — | — | — | $23.4M | 1.3% | |
| Transamerica Prime Target Retirement 2015 Fund Collective Trust | — | — | — | $22.9M | 1.3% | |
| American Funds EuroPacific Growth R6 Registered Investment Company | — | — | — | $22.5M | 1.3% | |
| NT COLLECTIVE EXTENDED EQUITY INDEX NORTHERN TRUST · EIN 45-6138589 / PN 251 | Common Collective Trust | — | — | $22.0M | 1.2% | |
| Loomis Sayles Small Cap Growth N Registered Investment Company | — | — | — | $14.3M | 0.8% | |
| Victory Sycamore Small Co Opp R6 Registered Investment Company | — | — | — | $11.4M | 0.6% | |
| Transamerica Prime Target Retirement 2065 Fund Collective Trust | — | — | — | $9.2M | 0.5% | |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST · EIN 45-6138589 / PN 029 | Common Collective Trust | — | — | $8.4M | 0.5% | |
| COHEN & STEERS U.S. REALTY FUND CLA SEI · EIN 46-3411346 / PN 003 | Common Collective Trust | — | — | $7.2M | 0.4% | |
| Transamerica Prime Target Retirement 2010 Fund Collective Trust | — | — | — | $6.6M | 0.4% | |
| NT COLLECTIVE ACWI EX-US IMI LENDIN NORTHERN TRUST · EIN 45-6138589 / PN 252 | Common Collective Trust | — | — | $6.1M | 0.3% | |
| Transamerica Prime Target Retirement Income Fund Collective Trust | — | — | — | $4.1M | 0.2% | |
| Vanguard Emerging Markets Stock Index Admin Registered Investment Company | — | — | — | $2.3M | 0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $385K | <0.1% | |
| FIDELITY FRDM BLD TGT 2025 CMM PL T FIDELITY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2010 CMM PL T FIDELITY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2015 CMM PL T FIDELITY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2020 CMM PL T FIDELITY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2005 CMM PL T FIDELITY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2030 CMM PL T FIDELITY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2035 CMM PL T FIDELITY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2040 CMM PL T FIDELITY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2045 CMM PL T FIDELITY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2050 CMM PL T FIDELITY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2055 CMM PL T FIDELITY · EIN 20-4659714 / PN 133 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2060 CMM PL T FIDELITY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT 2065 CMM PL T FIDELITY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FRDM BLD TGT INC CMM PL T FIDELITY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $0 | <0.1% | |
| NORTHERN TRUST S&P 500 IDX NL T3 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| NOHERN TR ACWI EX-US IDX NL TIER 3 NORTHERN TRUST · EIN 45-6138589 / PN 568 | Common Collective Trust | — | — | $0 | <0.1% | |
| NOHERN TR AGGR BD IDX NL TIER 3 NORTHERN TRUST · EIN 45-6138589 / PN 243 | Common Collective Trust | — | — | $0 | <0.1% | |
| NOHERN TR EXTENDED EQ MKT IDX NL TI NORTHERN TRUST · EIN 45-6138589 / PN 575 | Common Collective Trust | — | — | $0 | <0.1% |