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Original filing (PDF)20251015105315NAL0002279587001
PRAIRIE CARDIOVASCULAR CONSULTANTS, INC.
Form 5500
FILING_RECEIVED
KIARA, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
307
Accounts w/ balance
419
Plan assets (EOY)
$69.1M
Net assets (EOY)
$69.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRAIRIE CARDIOVASCULAR CONSULTANTS, INC..
Plan sponsor
Name
PRAIRIE CARDIOVASCULAR CONSULTANTS, INC.
EIN
37-1071858
Address
619 E MASON ST · SPRINGFIELD, IL · 627011034
Phone
(217) 788-0706
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KERBER ECK & BRAECKEL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP | 27-2037969 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO | 13-5657418 | — | ADVISOR | $108K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $27K | — |
Investments
26 direct securities · 1 pooled fund· $52.2M(76% 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
$44.7M
25 holdings
Common Collective Trust
$6.0M
1 holding
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century Investments Ultra Fund | — | — | — | $9.4M | 13.6% | |
| Vanguard Equity Income Admiral Fund | — | — | — | $6.7M | 9.7% | |
| GREAT GRAY CIT III - METLIFE GROUP GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $6.0M | 8.7% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $5.1M | 7.4% | |
| Victory Sycamore Established Value Fund | — | — | — | $2.9M | 4.2% | |
| American Funds EuroPacific Growth Fund | — | — | — | $2.6M | 3.8% | |
| Baron Capital Baron Asset Fund | — | — | — | $2.4M | 3.5% | |
| Lord Abbett Total Return Fund | — | — | — | $1.8M | 2.6% | |
| Blackrock LifePath Index 2030 | — | — | — | $1.6M | 2.4% | |
| JP Morgan Small Cap Growth Fund | — | — | — | $1.5M | 2.2% | |
| American Funds American Balanced Fund | — | — | — | $1.5M | 2.2% | |
| American Beacon Funds Small Cap Value Fund | Mutual Funds | — | — | $1.4M | 2.1% | |
| MFS Funds Technology Fund | — | — | — | $1.4M | 2.0% | |
| Blackrock LifePath Index Retirement Portfolio | — | — | — | $1.1M | 1.6% | |
| Blackrock LifePath Index 2050 | — | — | — | $997K | 1.4% | |
| Hartford Schroders International Multi-Cap Value Fund | — | — | — | $966K | 1.4% | |
| Blackrock LifePath Index 2045 | — | — | — | $811K | 1.2% | |
| Blackrock LifePath Index 2040 | — | — | — | $751K | 1.1% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $713K | 1.0% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $625K | 0.9% | |
| Vanguard Interm-Term Bond Index Admiral Fund | — | — | — | $425K | 0.6% | |
| Blackrock LifePath Index 2055 | — | — | — | $355K | 0.5% | |
| Blackrock Health Sciences Opportunities Portfolio | — | — | — | $353K | 0.5% | |
| Vanguard Total Institutional Index Admiral Fund | — | — | — | $314K | 0.5% | |
| Blackrock LifePath Index 2035 | — | — | — | $189K | 0.3% | |
| Blackrock LifePath Index 2060 | — | — | — | $183K | 0.3% | |
| Blackrock LifePath Index 2065 | — | — | — | $13K | <0.1% |