Lance Megyesi signed Primary Care Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Primary Care Solutions, Inc.'s EIN is 47-3727824.
Download the official 2024 Form 5500 (PDF) for Primary Care Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primary Care Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Indx Mutual Fund | Mutual Funds | — | — | $258K | 7.1% | |
| Vngrd 500 Index Fd As Mutual Fund | Common Collective Trusts | — | — | $236K | 6.5% | |
| Nw Fixed Select Option Guaranteed Investment Contract | Stable Value | — | — | $235K | 6.5% | |
| Vngrd Gr Indx Adml Mutual Fund | Other securities | — | — | $162K | 4.5% | |
| Dodge & Cox International Stock Fund Cl Mutual Fund | Mutual Funds | — | — | $151K | 4.1% | |
| Gdmnscs Gqgptnrintloppr R6 Mutual Fund | Other securities | — | — | $148K | 4.1% | |
| Fid Us Bd Indx Mutual Fund | Mutual Funds | — | — | $145K | 4.0% | |
| Fid Intl Indx Mutual Fund | Mutual Funds | — | — | $140K | 3.8% | |
| Nw Loomis Allcap Gr R6 Mutual Fund | Other securities | — | — | $137K | 3.8% | |
| Avantis U.S. Large Cap Value Fund Mutual Fund | Other securities | — | — | $131K | 3.6% | |
| Jpm Lgcap Gr R6 Mutual Fund | Other securities | — | — | $127K | 3.5% | |
| Jpm Eq Inc R5 Mutual Fund | Common Stocks | — | — | $120K | 3.3% | |
| Ab Glbl Bd I Mutual Fund ** 91 * Amfds Am Bal R6 Mutual Fund | Other securities | — | — | $120K | 3.3% | |
| Pgim Ttl Rtn Bd R6 Mutual Fund | Other securities | — | — | $120K | 3.3% | |
| Avantis Emerging Markets Equity Fund - I Mutual Fund | Other securities | — | — | $117K | 3.2% | |
| Vngrd Val Indx Adml Mutual Fund | Other securities | — | — | $108K | 3.0% | |
| Blackrock High Yield Portfolio - Class K Mutual Fund | Other securities | — | — | $96K | 2.7% | |
| Mfs Mdcap Gr R6 Mutual Fund | Mutual Funds | — | — | $71K | 1.9% | |
| Pimcocomdyrealrtnstratinst Mutual Fund ** 267 * Prncpl Glbl Realest R6 Mutual Fund | Other securities | — | — | $70K | 1.9% | |
| Pimco Real Rtn Inst Mutual Fund | Mutual Funds | — | — | $70K | 1.9% | |
| Dfa Emrg Mkts Core Eq 2 Portfolio - Inst Mutual Fund ** 453 * Diamond Hill Mdcap I Mutual Fund | Mutual Funds | — | — | $70K | 1.9% | |
| Vngrd Ttl Intlstkindx Adml Mutual Fund | Other securities | — | — | $67K | 1.8% | |
| Vngrd Mid-Cap Idx Fd As Mutual Fund | Common Collective Trusts | — | — | $66K | 1.8% | |
| Vngrd Ttl Bnd Mkt Ldx Adm Mutual Fund | Other securities | — | — | $63K | 1.7% | |
| Vngrd Sm Cap Indx Fd As Mutual Fund | Other securities | — | — | $62K | 1.7% | |
| Legal & General Commodity Strategy Fun Mutual Fund | Other securities | — | — | $61K | 1.7% | |
| Notes Receivable From Participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $58K | 1.6% | |
| Blkrk Ttl Rtn K Mutual Fund | Other securities | — | — | $48K | 1.3% | |
| Ab Global Bond Fund - Class Z Mutual Fund | Other securities | — | — | $44K | 1.2% | |
| Vngrd Explr Adml Mutual Fund | Other securities | — | — | $42K | 1.1% | |
| Avantis U.S. Small Cap Value Fund - Inst Mutual Fund | Other securities | — | — | $41K | 1.1% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | Other securities | — | $1K | $31K | 0.8% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund | Other securities | — | — | $22K | 0.6% | |
| Vngrd Gnma Adml Mutual Fund | Agency / Mortgage-Backed | — | — | $10K | 0.3% | |
| Vngrd Trgt Rtrmt 2035 Inv Mutual Fund | Other securities | — | — | $7K | 0.2% | |
| Vngrd Trgt Rtrmt 2045 Inv Mutual Fund ** 514 * Vngrd Trgt Rtrmt 2055 Inv Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES | 75-1832551 | DALLAS, TX | BROKER-DEALER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CECILCO | 43-4923457 | DALLAS, TX | ADMINISTRATOR | $6K | — |
