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Original filing (PDF)20250819134913NAL0003975680001
PREMIER PHYSICIANS CENTERS, INC.
Form 5500
FILING_RECEIVED
PREMIER PHYSICIANS CENTERS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
254
Accounts w/ balance
376
Plan assets (EOY)
$37.4M
Net assets (EOY)
$37.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER PHYSICIANS CENTERS, INC..
Plan sponsor
Name
PREMIER PHYSICIANS CENTERS, INC.
EIN
34-1783789
Address
24500 CENTER RIDGE RD. · BUILDING 4, STE. 375 · WESTLAKE, OH · 44145
Phone
(440) 895-5020
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-08-19
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLLC | 39-1357951 | — | ACCOUNTANT/AUDITOR | $17K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 1 pooled fund· $40.0M(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
$37.4M
31 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | — | $4.4M | 11.7% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $3.5M | 9.3% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | — | $3.4M | 9.0% | |
| American Funds American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | — | $2.9M | 7.7% | |
| American Funds American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | — | $2.8M | 7.5% | |
| Wells Fargo Bank Common/Collective trust fund - Galliard Stable Return Fund C | — | — | — | $2.6M | 7.0% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.6M | 7.0% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | — | $2.2M | 5.8% | |
| Dodge & Cox Dodge & Cox Stock Fund Class I | — | — | — | $1.9M | 5.0% | |
| Vanguard Health Care Index Fund Admiral Shares | — | — | — | $1.6M | 4.3% | |
| American Funds American Century Ultra Fund R6 Class | — | — | — | $1.6M | 4.2% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | — | $1.6M | 4.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $1.5M | 4.1% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Fund Class R6 | — | — | — | $1.5M | 4.0% | |
| American Funds American Funds 2015 Target Date Retirement Fund Class R-6 | — | — | — | $1.0M | 2.8% | |
| JPMorgan Core Bond Fund Class R6 | — | — | — | $790K | 2.1% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | — | $713K | 1.9% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $666K | 1.8% | |
| AQR Small Cap Momentum Style Fund Class I | — | — | — | $562K | 1.5% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | — | $454K | 1.2% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I | — | — | — | $351K | 0.9% | |
| PIMCO Income Fund Institutional Class | — | — | — | $311K | 0.8% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $305K | 0.8% | |
| JPMorgan U.S. Equity Fund Class R6 | — | — | — | $285K | 0.8% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $224K | 0.6% | |
| 9.50 percent - | — | — | — | $154K | 0.4% | |
| Janus Henderson Janus Henderson Balanced Fund Class N | — | — | — | $85K | 0.2% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R-6 | — | — | — | $46K | 0.1% | |
| PIMCO All Asset All Authority Fund Institutional Class | — | — | — | $19K | <0.1% | |
| American Funds American Funds 2010 Target Date Retirement Fund Class R-6 | — | — | — | $14K | <0.1% | |
| American Funds American Funds 2065 Target Date Retirement Fund Class R-6 | — | — | — | $12K | <0.1% | |
| HDFC Asset Management HDFC Small Cap Fund - Growth R6 | — | — | — | $8K | <0.1% |
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