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Original filing (PDF)20251008061351NAL0005184481001
PALO ALTO FOUNDATION MEDICAL GROUP, INC.
Form 5500
FILING_RECEIVED
PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,064
Accounts w/ balance
2,413
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
13 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALO ALTO FOUNDATION MEDICAL GROUP, INC..
Plan sponsor
Name
PALO ALTO FOUNDATION MEDICAL GROUP, INC.
EIN
51-0656809
Address
PO BOX 1900 · MOUNTAIN VIEW, CA · 94042
Phone
(650) 691-6422
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
2025-10-08
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$24K | — |
Investments
22 direct securities · 13 pooled funds· $2.3B(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
$1.5B
22 holdings
Common Collective Trust
$753.2M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus Fund Mutual Fund | — | — | — | $368.7M | 16.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $161.3M | 7.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $139.1M | 6.1% | |
| Self-Directed Brokerage Accounts Mutual Funds | — | — | — | $131.3M | 5.8% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $122.8M | 5.4% | |
| Self-Directed Brokerage Accounts Common Stock | — | — | — | $116.8M | 5.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $111.3M | 4.9% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $106.5M | 4.7% | |
| American Funds Growth Fund of America Mutual Fund | — | — | — | $103.8M | 4.6% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $95.7M | 4.2% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $82.7M | 3.6% | |
| Self-Directed Brokerage Accounts Unit Investment Trusts | — | — | — | $78.8M | 3.5% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $78.2M | 3.4% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $65.9M | 2.9% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $64.7M | 2.8% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $62.6M | 2.7% | |
| Self-Directed Brokerage Accounts Government Bonds | — | — | — | $62.5M | 2.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $53.2M | 2.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $46.7M | 2.0% | |
| Vanguard Retirement Savings Trust Fund Common/Collective Trust | — | — | — | $36.8M | 1.6% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $36.8M | 1.6% | |
| Self-Directed Brokerage Accounts Certificates of Deposit | — | — | — | $35.1M | 1.5% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $30.6M | 1.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $25.9M | 1.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $23.9M | 1.0% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund | — | — | — | $12.5M | 0.5% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $11.7M | 0.5% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $6.7M | 0.3% | |
| Self-Directed Brokerage Accounts Options/Warrants | — | — | — | $5.3M | 0.2% | |
| Self-Directed Brokerage Accounts Corporate Bonds | — | — | — | $3.5M | 0.2% | |
| maturing through November 2044 | — | — | — | $2.5M | 0.1% | |
| Vanguard Short-Term Inflation-Protected Fund Mutual Fund | — | — | — | $2.4M | 0.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $1.9M | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| Self-Directed Brokerage Accounts Non Interest Bearing Cash | — | — | — | $10K | <0.1% |