Back to filter
Original filing (PDF)20250903060713NAL0009242099001
PROMEDICA EMPLOYMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
HCR MANORCARE RETIREMENT SAVINGS 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1
Accounts w/ balance
8,070
Plan assets (EOY)
$632.9M
Net assets (EOY)
$632.9M
How this plan invests
This plan
17 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — 127% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROMEDICA EMPLOYMENT SERVICES, LLC.
Plan sponsor
Name
PROMEDICA EMPLOYMENT SERVICES, LLC
EIN
34-1903270
Address
100 MADISON AVENUE · TOLEDO, OH · 43604
Phone
(567) 585-9600
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
PROMEDICA HEALTH SYSTEM, INC RETIREMENT PLAN SUB-COMMITTEE
EIN
34-1903270
City
TOLEDO, OH
Phone
(567) 585-9600
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE KNOWN | $596K | — |
| PROMEDICA EMPLOYMENT SERVICES | 34-1903270 | — | PLAN SPONSOR | $113K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE KNOWN | $89K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $32K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE KNOWN | $25K | — |
| SHUMAKER | 34-4439491 | — | NONE KNOWN | $9K | — |
Investments
10 direct securities · 17 pooled funds· $750.8M(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
$522.8M
17 holdings
Uncategorized
$227.9M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Chase Bank, N.A. JPMorgan Large Cap Growth Fund Class A | — | — | — | $117.9M | 18.6% | |
| JPM LG CP GRTH CF-A JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $117.9M | 18.6% | |
| SS TARGET RETIREMENT 2035 SEC LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 019 | Common Collective Trust | — | — | $65.7M | 10.4% | |
| SS TARGET RETIREMENT 2030 SEC LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 120 | Common Collective Trust | — | — | $55.3M | 8.7% | |
| SS TARGET RETIREMENT 2040 SEC LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 121 | Common Collective Trust | — | — | $46.2M | 7.3% | |
| EQUITY DIVIDEND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4640003 / PN 001 | Common Collective Trust | — | — | $41.7M | 6.6% | |
| Vanguard Funds VANG VMMR-FED MMKT | — | — | — | $41.5M | 6.6% | |
| SS TARGET RETIREMENT 2025 SEC LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 017 | Common Collective Trust | — | — | $41.2M | 6.5% | |
| Fidelity Management Trust Company Fidelity Total Market Index | — | — | — | $38.1M | 6.0% | |
| SS TARGET RETIREMENT 2045 SEC LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 021 | Common Collective Trust | — | — | $34.0M | 5.4% | |
| SS TARGET RETIREMENT 2020 SEC LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 119 | Common Collective Trust | — | — | $26.0M | 4.1% | |
| SS TARGET RETIREMENT 2050 SEC LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 084 | Common Collective Trust | — | — | $23.9M | 3.8% | |
| WILLIAM BLAIR SMALL MID-CAP CIF GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $18.5M | 2.9% | |
| American Funds American Funds EuroPacific Growth Fund Class R6 | — | — | — | $17.6M | 2.8% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $15.5M | 2.5% | |
| SS TARGET RET INCOME SECURITIES LND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 117 | Common Collective Trust | — | — | $14.1M | 2.2% | |
| SS TARGET RETIREMENT 2055 SEC LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 323 | Common Collective Trust | — | — | $10.6M | 1.7% | |
| AMERICAN BEACON SMLL CP VL CIT FD F GLOBAL TRUST COMPANY · EIN 38-7312963 / PN 001 | Common Collective Trust | — | — | $9.9M | 1.6% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.75 percent - | — | — | — | $3.2M | 0.5% | |
| FID GLB EX US IDX | — | — | — | $2.5M | 0.4% | |
| FID US BOND IDX | — | — | — | $2.4M | 0.4% | |
| Dodge & Cox Funds DODGE & COX International Stock X | — | — | — | $2.4M | 0.4% | |
| SS TARGET RETIREMENT 2060 SEC LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 450 | Common Collective Trust | — | — | $2.4M | 0.4% | |
| Baird Funds Inc BAIRD SH TM BOND IS | — | — | — | $1.5M | 0.2% | |
| Fidelity Management Trust Company FID GOVT MMKT | — | — | — | $711K | 0.1% | |
| SS TARGET RETIREMENT 2065 SEC LEND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 052 | Common Collective Trust | — | — | $21K | <0.1% | |
| AMERICAN BEACON SMALL CAP COLL INV GLOBAL TRUST COMPANY · EIN 27-6334452 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |