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Original filing (PDF)20250919051207NAL0000935219001
PATIENT ADVOCATE FOUNDATION
Form 5500
FILING_RECEIVED
PAF 401(K) PLAN
401(k) retirement plan
Active participants
232
Accounts w/ balance
219
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATIENT ADVOCATE FOUNDATION.
Plan sponsor
Name
PATIENT ADVOCATE FOUNDATION
EIN
54-1806317
Address
421 BUTLER FARM ROAD · HAMPTON, VA · 23666
Phone
(757) 952-1363
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVENPORT & COMPANY LLC | 54-1835842 | — | INVESTMENT/FINANCIAL ADVI | $34K | — |
Investments
22 direct securities· $14.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 14.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 11.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 10.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.4M | 9.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 8.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 7.8% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $1.0M | 6.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $934K | 6.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $719K | 4.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $602K | 4.0% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $489K | 3.3% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $340K | 2.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $332K | 2.2% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $298K | 2.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $243K | 1.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $181K | 1.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $173K | 1.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $156K | 1.0% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $136K | 0.9% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $115K | 0.8% | |
| AMF INT BND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $79K | 0.5% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $27K | 0.2% |
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