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Original filing (PDF)20251009101238NAL0006422689001
PRECISION PRACTICE MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
PRECISION PRACTICE MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
192
Accounts w/ balance
215
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
1 pooled trust
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISION PRACTICE MANAGEMENT, INC..
Plan sponsor
Name
PRECISION PRACTICE MANAGEMENT, INC.
EIN
37-1315752
Address
218 WEST MAIN STREET · BELLEVILLE, IL · 62220
Phone
(314) 881-5210
Industry
Admin Support & Waste Mgmtsee 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
2025-10-09
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CONNER ASH, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIVERSIFIED FINANCIAL ADVISORS, LLC | — | TOWN AND COUNTRY, MO | ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $26K | — |
Investments
14 direct securities · 1 pooled fund· $12.0M(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
$11.0M
14 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Registered Investment Company | — | — | — | $2.7M | 22.4% | |
| Putnam Large Cap Value Registered Investment Company | — | — | — | $2.7M | 22.2% | |
| RTC STABLE VALUE FUND, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.8% | |
| Fidelity International Capital Appreciation Registered Investment Company | — | — | — | $866K | 7.2% | |
| John Hancock Disciplined Mid Cap R6 Registered Investment Company | — | — | — | $846K | 7.0% | |
| Vanguard Small Cap Index Registered Investment Company | — | — | — | $790K | 6.6% | |
| Fidelity 500 Index Registered Investment Company | — | — | — | $724K | 6.0% | |
| American Funds Balanced Registered Investment Company | — | — | — | $660K | 5.5% | |
| T Rowe Price Diversified Mid Cap Registered Investment Company | — | — | — | $579K | 4.8% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $532K | 4.4% | |
| Cohen & Steers Realty Shares I Registered Investment Company | — | — | — | $207K | 1.7% | |
| Participant Loans Rates at 4.25-9.50% - | — | — | — | $190K | 1.6% | |
| Fidelity International Index Registered Investment Company | — | — | — | $117K | 1.0% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $90K | 0.7% | |
| Blackrock Income Fund Instl Registered Investment Company | — | — | — | $1K | <0.1% |
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