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Original filing (PDF)20251015153120NAL0010396930001
PROFESSIONAL EMERGENCY PHYSICIANS,
Form 5500
FILING_RECEIVED
PROFESSIONAL EMERGENCY PHYSICIANS, P.C. PROFIT
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
136
Plan assets (EOY)
$66.8M
Net assets (EOY)
$66.8M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROFESSIONAL EMERGENCY PHYSICIANS,.
Plan sponsor
Name
PROFESSIONAL EMERGENCY PHYSICIANS,
EIN
35-1183940
Address
608 UNION CHAPEL RD · FORT WAYNE, IN · 46845
Phone
(260) 482-5091
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294737 | — | SERVICE PROVIDER | $89K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $8K | — |
| PETTINGA FINANCIAL ADVISORS, LLC | 27-4279360 | — | SERVICE PROVIDER | $0 | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
43 direct securities · 1 pooled fund· $138.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$72.9M
43 holdings
Pooled Separate Account
$65.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $65.1M | 97.6% | |
| Vangrd 500 Index Fund Adm 501,609 Units | — | — | $502K | $19.0M | 28.5% | |
| American Funds Wash Mutual R6 Registered Investment Company | — | — | $95K | $4.4M | 6.6% | |
| Vangrd Tot St Mkt Indx Fd Adm 118,673 Units | — | — | $119K | $4.3M | 6.4% | |
| Amer Fnds American Balance R6 131,948 Units | — | — | $132K | $4.2M | 6.3% | |
| American Funds Am Balanced R6 Registered Investment Company | — | — | — | $4.2M | 6.3% | |
| PIMCO Income Fund Ins 162,385 Units | — | — | $162K | $3.2M | 4.7% | |
| Vangrd Dev Mkts Index Fd Adm 193,840 Units | — | — | $194K | $3.1M | 4.6% | |
| PGIM Total Return Bond Fund R6 224,369 Units | — | — | $224K | $2.9M | 4.3% | |
| JPMorgan LgCp Grw Fnd R6 29,047 Units | — | — | $29K | $2.3M | 3.5% | |
| Vangrd Trgt Retire 2045 Fd 62,719 Units | — | — | $63K | $2.0M | 3.0% | |
| Vangrd Small-Cap Index Fnd Adm 74,253 Units | — | — | $74K | $1.9M | 2.9% | |
| American Funds New World R6 Registered Investment Company | — | — | $80K | $1.9M | 2.8% | |
| Vict Pionr FG R6 26,086 Units | — | — | $26K | $1.9M | 2.8% | |
| Amer Fnds EUPAC Fund R6 80,925 Units | — | — | $81K | $1.7M | 2.6% | |
| American Funds EuroPacific R6 Registered Investment Company | — | — | — | $1.7M | 2.6% | |
| Investment Contract With Insurance Company Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $1.6M | 2.4% | |
| Vangrd Trgt Retire 2040 Fd 51,577 Units | — | — | $52K | $1.6M | 2.3% | |
| Vangrd Trgt Retire 2050 Fd 46,939 Units | — | — | $47K | $1.5M | 2.2% | |
| Vangrd Mid-Cap Index Fund Adm 40,688 Units | — | — | $41K | $1.1M | 1.7% | |
| Victory Sycmr Est Vl Fd R6 31,407 Units | — | — | $31K | $958K | 1.4% | |
| Vangrd Trgt Retire 2035 Fd 31,017 Units | — | — | $31K | $874K | 1.3% | |
| DFA Intl Small Comp Port Ins 37,154 Units | — | — | $37K | $854K | 1.3% | |
| Vangrd Trgt Retire 2055 Fd 25,876 Units | — | — | $26K | $825K | 1.2% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | — | — | $62K | $805K | 1.2% | |
| PGIM High Yield Fund R6 47,458 Units | — | — | $47K | $795K | 1.2% | |
| Vangrd Trgt Retire 2025 Fd 19,439 Units | — | — | $19K | $472K | 0.7% | |
| Vanguard Real Estate Indx Adm 23,256 Units | — | — | $23K | $430K | 0.6% | |
| Fidelity Adv Intl Growth Fnd Z 24,770 Units | — | — | $25K | $343K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Pooled Separate Accounts AB Global Bond Fund Z 22,978 Units | — | — | $23K | $295K | 0.4% | |
| Fidelity Ext Mkt Index Fund 15,043 Units | — | — | $15K | $277K | 0.4% | |
| Vangrd Wellesley Inc Fnd Adm 10,311 Units | — | — | $10K | $214K | 0.3% | |
| Eaton Vance Atl Cp SMIDCp F R6 5,616 Units | — | — | $6K | $188K | 0.3% | |
| American Funds Cap Inc Bld R6 Registered Investment Company | — | — | — | $176K | 0.3% | |
| Amer Fnds Cap Inc Builder R6 7,635 Units | — | — | $8K | $176K | 0.3% | |
| Vangrd Trgt Retire Inc Fd 10,013 Units | — | — | $10K | $176K | 0.3% | |
| Vangrd Trgt Retire 2060 Fd 4,503 Units | — | — | $5K | $146K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) 9,554 Units | — | — | $10K | $129K | 0.2% | |
| DFA US Small Cap Portfolio Ins 2,596 Units | — | — | $3K | $102K | 0.2% | |
| Vangrd Trgt Retire 2020 Fd 3,225 Units | — | — | $3K | $72K | 0.1% | |
| DFA Commodity Strategy Prt Ins 4,471 Units | — | — | $4K | $44K | <0.1% | |
| Vangrd Trgt Retire 2030 Fd 1,061 Units | — | — | $1K | $28K | <0.1% | |
| Inv Opp Intl Growth R6 433 Units | — | — | — | $9K | <0.1% | |
| Vangrd Trgt Retire 2065 Fd 272 Units | — | — | — | $5K | <0.1% |
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