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Original filing (PDF)20251015084243NAL0004095553001
PRIVIA MEDICAL GROUP INDIANA, LLC
Form 5500
FILING_RECEIVED
ELKHART CLINIC, LLC EMPLOYEES' PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
313
Accounts w/ balance
392
Plan assets (EOY)
$67.2M
Net assets (EOY)
$67.2M
How this plan invests
This plan
15 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)
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.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIVIA MEDICAL GROUP INDIANA, LLC.
Plan sponsor
Name
PRIVIA MEDICAL GROUP INDIANA, LLC
EIN
35-1911857
Address
303 S NAPPANEE ST · ELKHART, IN · 465142066
Phone
(574) 296-3216
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KRUGGEL LAWTON & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
21 direct securities · 15 pooled funds· $81.0M(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
$50.9M
21 holdings
Pooled Separate Account
$24.0M
14 holdings
Common Collective Trust
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund R6 Fund # | — | — | — | $10.0M | 14.8% | |
| Charles Schwab Self-Directed Brokerage Account # | — | — | — | $6.8M | 10.1% | |
| Principal Global Investors * Trust Co. Morley Value Stable Fund # | — | — | — | $6.6M | 9.8% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $6.2M | 9.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $6.1M | 9.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $3.8M | 5.7% | |
| Principal Life Insurance * Company Large Cap Growth I Sep Account # | — | — | — | $3.8M | 5.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.8M | 5.6% | |
| American Funds New Perspective Fund # | — | — | — | $3.6M | 5.4% | |
| JP Morgan US Equity Fund # | — | — | — | $3.2M | 4.8% | |
| Vanguard U.S. Growth Fund # | — | — | — | $3.1M | 4.7% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $2.8M | 4.1% | |
| Principal Life Insurance * Company Lifetime Strategic Income Sep Account # | — | — | — | $2.8M | 4.1% | |
| Victory Funds Victory Fund for Income # | — | — | — | $2.1M | 3.2% | |
| Neuberger Berman Large Cap Value Fund # | — | — | — | $2.1M | 3.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.0M | 2.9% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.8M | 2.7% | |
| Allspring Special Mid Cap Value Fund # | — | — | — | $1.5M | 2.2% | |
| Janus Adviser Enterprise I Fund # | — | — | — | $1.3M | 1.9% | |
| Dodge & Cox International Stock Fund # | — | — | — | $1.3M | 1.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.2M | 1.8% | |
| Pimco Real Return Admin Fund # | — | — | — | $775K | 1.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $760K | 1.1% | |
| Principal Life Insurance * Company Mid Cap S&P 400 Index Sep Account # | — | — | — | $639K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $639K | 1.0% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $555K | 0.8% | |
| Vanguard Int-Term Bond Index Fund # | — | — | — | $526K | 0.8% | |
| Fidelity Small Cap Growth Fund # | — | — | — | $360K | 0.5% | |
| Participant Loans Interest rates at 4.25%-9.50% 0 | — | — | — | $293K | 0.4% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $291K | 0.4% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $203K | 0.3% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $25K | <0.1% | |
| (E) | — | — | — | $23K | <0.1% | |
| American Century American Century Global Gold A Fund # | — | — | — | $23K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $20K | <0.1% | |
| (E) | — | — | $25K | $20K | <0.1% |