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Original filing (PDF)20251012214239NAL0001372306001
COMMONWEALTH PRIMARY CARE, INC.
Form 5500
FILING_RECEIVED
COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
211
Accounts w/ balance
274
Plan assets (EOY)
$41.7M
Net assets (EOY)
$41.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMONWEALTH PRIMARY CARE, INC..
Plan sponsor
Name
COMMONWEALTH PRIMARY CARE, INC.
EIN
54-0965697
Address
1800 GLENSIDE DRIVE, SUITE 105A · RICHMOND, VA · 23226
Phone
(804) 288-0399
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
COMMONWEALTH PRIMARY CARE, INC.
EIN
54-0965697
City
RICHMOND, VA
Phone
(804) 288-0057
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
HARRIS, HARDY & JOHNSTONE, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 23-2384840 | RICHMOND, VA | NONE | $98K | — |
| ASCENSUS, INC. | 11-3665754 | — | NONE | $28K | — |
| EMPLOYEE BENEFITS SERVICES | 52-2061078 | — | NONE | $7K | — |
Investments
26 direct securities · 1 pooled fund· $40.8M(98% 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
$38.3M
25 holdings
Mutual Funds
$1.6M
1 holding
Common Collective Trust
$940K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellington Inv Registered Investment Co. | — | — | — | $5.8M | 13.8% | |
| Vanguard Growth Index Adm | — | — | — | $4.5M | 10.9% | |
| Vanguard Value Index Adm | — | — | — | $4.4M | 10.6% | |
| T. Rowe Price T. Rowe Price Short Term Bond Inv | — | — | — | $3.4M | 8.3% | |
| Vanguard Mid-Cap Value Index Adm ** - * Vanguard Small-Cap Value Index Adm | — | — | — | $3.4M | 8.1% | |
| BlackRock Mid-Cap Growth Equity K ** - Dodge & Cox Dodge & Cox Income Fund | — | — | — | $2.8M | 6.6% | |
| T. Rowe Price T. Rowe Price New Horizons Inv ** - T. Rowe Price T. Rowe Price Mid Cap Value Inv | — | — | — | $2.4M | 5.7% | |
| Vanguard Total International Stock Index Adm | — | — | — | $1.8M | 4.3% | |
| Fidelity Mid Cap Growth Index | — | — | — | $1.7M | 4.0% | |
| American Funds American Century Small Cap Gr R6 | Mutual Funds | — | — | $1.6M | 3.7% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $1.5M | 3.7% | |
| Money Market Funds * Vanguard Federal Money Market Inc | — | — | — | $1.2M | 2.8% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $940K | 2.3% | |
| American Funds American Funds New World R5 | — | — | — | $848K | 2.0% | |
| First Eagle First Eagle Global I | — | — | — | $844K | 2.0% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $780K | 1.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $708K | 1.7% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $554K | 1.3% | |
| Self-Directed Brokerage Account Self-Directed Brokerage Account | — | — | — | $504K | 1.2% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $472K | 1.1% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $191K | 0.5% | |
| Notes receivable from participants - interest at 4.25% to 9.50% - at cost | — | — | — | $148K | 0.4% | |
| Participant Loans, interest rate 4.25%-9.50% | — | — | — | $148K | 0.4% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $145K | 0.3% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $119K | 0.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $67K | 0.2% | |
| Vanguard Target Retirement 2015 Inv ** - * Vanguard Target Retirement 2020 Inv | — | — | — | $38K | <0.1% |