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Original filing (PDF)20250825070543NAL0007370913001
PEDIATRUST, LLC
Form 5500
FILING_RECEIVED
PEDIATRUST, LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
252
Accounts w/ balance
367
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEDIATRUST, LLC.
Plan sponsor
Name
PEDIATRUST, LLC
EIN
45-3968254
Address
2375 WATERVIEW DRIVE, SUITE SM100 · NORTHBROOK, IL · 60062
Phone
(224) 330-6309
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-08-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FGMK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
Investments
28 direct securities· $42.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party collateral, par, or maturity value American Funds 2030 Target Date Fund Mutual Fund | — | — | — | $7.0M | 16.2% | |
| American Funds 2025 Target Date Fund Mutual Fund | — | — | — | $5.6M | 12.9% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $4.0M | 9.3% | |
| American Funds 2040 Target Date Fund Mutual Fund | — | — | — | $3.8M | 8.8% | |
| Vanguard Total Stock Market Index Admiral Mutual Fund | — | — | — | $3.5M | 8.2% | |
| American Funds 2045 Target Date Fund Mutual Fund | — | — | — | $2.0M | 4.6% | |
| American Funds 2020 Target Date Fund Mutual Fund | — | — | — | $1.9M | 4.5% | |
| American Funds 2035 Target Date Fund Mutual Fund | — | — | — | $1.9M | 4.3% | |
| American Funds 2050 Target Date Fund Mutual Fund | — | — | — | $1.7M | 4.0% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | — | — | — | $1.6M | 3.7% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $1.2M | 2.8% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $908K | 2.1% | |
| American Funds 2010 Target Date Fund Mutual Fund | — | — | — | $832K | 1.9% | |
| Vanguard Total International Stock Index Admiral Mutual Fund | — | — | — | $772K | 1.8% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $761K | 1.8% | |
| TCW Metwest Total Return Bond I Mutual Fund | — | — | — | $706K | 1.6% | |
| American Funds 2055 Target Date Fund Mutual Fund | — | — | — | $573K | 1.3% | |
| Blackrock Low Duration Bond K Mutual Fund | — | — | — | $477K | 1.1% | |
| JP Morgan Large Cap Value R6 Mutual Fund | — | — | — | $469K | 1.1% | |
| American Funds 2060 Target Date Fund Mutual Fund | — | — | — | $376K | 0.9% | |
| American Funds 2015 Target Date Fund Mutual Fund | — | — | — | $346K | 0.8% | |
| Vanguard Treasury Money Market Investment Money Market Fund | — | — | — | $346K | 0.8% | |
| American Funds Europacific GR R6 Mutual Fund | — | — | — | $333K | 0.8% | |
| JPMorgan Research Enhanced Equity R6 Mutual Fund | — | — | — | $309K | 0.7% | |
| Touchstone Mid Cap R6 Mutual Fund | — | — | — | $305K | 0.7% | |
| maturing from 2025 - 2039 | — | — | — | $180K | 0.4% | |
| Invesco Developing Markets R6 Mutual Fund | — | — | — | $146K | 0.3% | |
| American Funds 2065 Target Date Fund Mutual Fund | — | — | — | $48K | 0.1% |
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