Back to filter
Original filing (PDF)20251003080027NAL0000713363001
PRUITTHEALTH, INC.
Form 5500
FILING_RECEIVED
PRUITTHEALTH, INC. EMPLOYEES 401(K) PLAN AND HERO FUND
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
20,816
Accounts w/ balance
20,746
Plan assets (EOY)
$267.0M
Net assets (EOY)
$267.0M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 400% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRUITTHEALTH, INC..
Plan sponsor
Name
PRUITTHEALTH, INC.
EIN
58-1295697
Address
1626 JEURGENS COURT · NORCROSS, GA · 30093
Phone
(770) 931-5249
Industry
Health Care & Social Assistancesee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $1.1M | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $123K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $118K | — |
Investments
33 direct securities· $266.9M(100% of reported assets)
Uncategorized
$260.1M
32 holdings
Mutual Funds
$6.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Franklin Growth Fund R6 Mutual fund | — | — | — | $27.3M | 10.2% | |
| Fidelity® 500 Index Institutional Prem Mutual fund | — | — | — | $24.8M | 9.3% | |
| BlackRock LifePath Index 2035 Fund Fee Class S Mutual fund | — | — | — | $16.5M | 6.2% | |
| BlackRock LifePath Index 2040 Fund Fee Class S Mutual fund | — | — | — | $15.5M | 5.8% | |
| BlackRock LifePath Index 2030 Fund Fee Class S Mutual fund | — | — | — | $15.3M | 5.7% | |
| BlackRock LifePath Index 2045 Fund Fee Class S Mutual fund | — | — | — | $14.3M | 5.4% | |
| BlackRock LifePath Index 2065 Fund Fee Class S Mutual fund | — | — | — | $14.1M | 5.3% | |
| Vanguard Total Bond Index I Mutual fund | — | — | — | $12.4M | 4.6% | |
| BlackRock LifePath Index 2050 Fund Fee Class S Mutual fund | — | — | — | $11.9M | 4.4% | |
| MONEY MARKET FUNDS Fidelity Treasury Port-IS Money market fund | — | — | — | $11.4M | 4.3% | |
| Lazard International Equity Select ADR Fund Mutual fund | — | — | $7.3M | $8.5M | 3.2% | |
| Harding Loevner International Equity ADR Fund Mutual fund | — | — | $7.0M | $8.1M | 3.0% | |
| Congress Large Cap Growth Fund Mutual fund | — | — | $5.0M | $7.4M | 2.8% | |
| Jennison Large Growth SMA Mutual fund | — | — | $3.8M | $7.3M | 2.7% | |
| S - UNIT TRUST BlackRock Equity Dividend Fund Mutual fund | Mutual Funds | — | $6.0M | $6.8M | 2.5% | |
| Cambiar Investors Large Cap Value Fund Mutual fund | — | — | $5.3M | $6.6M | 2.5% | |
| American Funds Income R6 Mutual fund | — | — | — | $6.0M | 2.3% | |
| Capital World Growth & Income R6 Mutual fund | — | — | — | $6.0M | 2.3% | |
| BlackRock LifePath Index 2055 Fund Fee Class S Mutual fund | — | — | — | $5.9M | 2.2% | |
| BlackRock LifePath Index 2025 Fund Fee Class S Mutual fund | — | — | — | $5.8M | 2.2% | |
| Delaware Investments Small Cap Value Fund Mutual fund | — | — | $4.3M | $5.8M | 2.2% | |
| Madison Mid-Cap Core Fund Mutual fund | — | — | $3.8M | $5.7M | 2.1% | |
| American Funds Small Cap World Fund Class R6 Mutual fund | — | — | — | $4.0M | 1.5% | |
| Sage Advisory Intermediate Taxable Bond Fund Mutual fund | — | — | $3.8M | $3.7M | 1.4% | |
| Vanguard Mid-Cap Index Adm Mutual fund | — | — | — | $3.7M | 1.4% | |
| Party-in- Identity of Issue, Borrower, Description of (d) Current Interest Lessor, or Similar Party Investment Cost Value MUTUAL FUNDS AllianceBernstein High Income - I Mutual fund | — | — | — | $2.6M | 1.0% | |
| BlackRock LifePath Index 2060 Fund Fee Class S Mutual fund | — | — | — | $2.6M | 1.0% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $2.3M | 0.9% | |
| PruittHealth, Inc. Employees PSP Cash Mutual fund | — | — | $2.1M | $2.1M | 0.8% | |
| Vanguard Total Inst St Idx-Ad Mutual fund | — | — | — | $1.1M | 0.4% | |
| Invesco Developing Markets I Mutual fund | — | — | — | $644K | 0.2% | |
| BlackRock LifePath Index Retirement Fund Fee Class S Mutual fund | — | — | — | $631K | 0.2% | |
| Vanguard Federal Money Market Fund Money market fund | — | — | — | $79K | <0.1% |