Original filing (PDF)20251010153334NAL0008402577001

PORTLAND COMMUNITY HEALTH CENTER

Name: PORTLAND COMMUNITY HEALTH CENTER — PORTLAND COMMUNITY HEALTH CENTER 403(B) PLAN, Form 5500 (2024)
Creator: PORTLAND COMMUNITY HEALTH CENTER

Form 5500

FILING_RECEIVED

PORTLAND COMMUNITY HEALTH CENTER 403(B) PLAN

403(b) retirement plan

Signals · 2

Possibly inadequate fidelity bond25% in single holding

Active participants

175

Accounts w/ balance

160

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTLAND COMMUNITY HEALTH CENTER.

Plan sponsor

Name

PORTLAND COMMUNITY HEALTH CENTER

EIN

45-4960453

Address

100 BRICKHILL AVENUE · SUITE 303 · SOUTH PORTLAND, ME · 04106

Phone

(207) 874-2141

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BDMP ASSURANCE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERV	82-4555287	—	RECORDKEEPER	$375	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALMARK ADVISORS	—	FALMOUTH, ME	INVESTMENT ADVISOR	$22K	—

Investments

23 direct securities· $5.6M(100% of reported assets)

Other securities

$5.5M

22 holdings

Cash / Money Market

$63K

1 holding

					% of plan
American Funds 2035 Target Date-R3 Mutual Fund	Other securities	—	—	$1.4M	25.2%
American Funds 2045 Target Date-R3 Mutual Fund	Other securities	—	—	$675K	12.2%
American Funds 2050 Target Date-R3 Mutual Fund	Other securities	—	—	$501K	9.0%
American Funds 2040 Target Date-R3 Mutual Fund	Other securities	—	—	$447K	8.1%
The Growth Fund of America R-3 Mutual Fund	Other securities	—	—	$387K	7.0%
American Funds 2055 Target Date-R3 Mutual Fund	Other securities	—	—	$382K	6.9%
American Balanced Fund-R3 Mutual Fund	Other securities	—	—	$312K	5.6%
American Funds 2060 Target Date-R3 Mutual Fund	Other securities	—	—	$299K	5.4%
American Funds 2030 Target Date-R3 Mutual Fund	Other securities	—	—	$261K	4.7%
American Funds 2025 Target Date-R3 Mutual Fund	Other securities	—	—	$135K	2.4%
New World Fund R-3 Mutual Fund	Other securities	—	—	$112K	2.0%
New Perspective Fund-R3 Mutual Fund	Other securities	—	—	$110K	2.0%
American Funds 2065 Target Date-R3 Mutual Fund	Other securities	—	—	$93K	1.7%
American Funds 2020 Target Date-R3 Mutual Fund	Other securities	—	—	$70K	1.3%
Washington Mutual Investors Fund-R3 Mutual Fund	Other securities	—	—	$69K	1.2%
AF U.S. Government Money Market-R3 Mutual Fund	Cash / Money Market	—	—	$63K	1.1%
American Mutual Fund-R3 Mutual Fund	Other securities	—	—	$56K	1.0%
The New Economy Fund-R3 Mutual Fund	Other securities	—	—	$55K	1.0%
U.S. Government Securities Fund-R3 Mutual Fund	Other securities	—	—	$40K	0.7%
American Funds 2010 Target Date-R3 Mutual Fund	Other securities	—	—	$27K	0.5%
Smallcap World Fund-R3 Mutual Fund	Other securities	—	—	$24K	0.4%
American Funds 2015 Target Date-R3 Mutual Fund	Other securities	—	—	$22K	0.4%
The Income Fund of America-R3 Mutual Fund	Other securities	—	—	$11K	0.2%