Original filing (PDF)20250822104506NAL0002501283001

PATIENT FIRST CORPORATION

Name: PATIENT FIRST CORPORATION — PATIENT FIRST 401(K) PLAN, Form 5500 (2024)
Creator: PATIENT FIRST CORPORATION

Form 5500

FILING_RECEIVED

PATIENT FIRST 401(K) PLAN

401(k) retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

3,753

Accounts w/ balance

4,859

Plan assets (EOY)

$286.3M

Net assets (EOY)

$286.3M

How this plan invests

This plan

2 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATIENT FIRST CORPORATION.

Plan sponsor

Name

PATIENT FIRST CORPORATION

EIN

54-1353272

Address

5000 COX ROAD, SUITE 100 · GLEN ALLEN, VA · 23060

Phone

(804) 968-5700

Industry

Outpatient Care Centers· 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

2025-08-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	SANTA MONICA, CA	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	DES MOINES, IA	CONTRACT ADMINISTRATOR	$346K	—

Other

Name	EIN	Location	Relation

Investments

2 pooled funds· $25.7M(9% 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.

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	WTC-CIF II GROWTH SERIES 2 WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 033	Common Collective Trust	—	—	$14.2M	5.0%
	GALLIARD STABLE VALUE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001	Common Collective Trust