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Original filing (PDF)20250822090008NAL0002468835001
PROFESSIONAL CARE SERVICES
Form 5500
FILING_RECEIVED
PROFESSIONAL CARE SERVICES 403(B) PLAN
403(b) retirement plan
Active participants
155
Accounts w/ balance
109
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
27 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 PROFESSIONAL CARE SERVICES.
Plan sponsor
Name
PROFESSIONAL CARE SERVICES
EIN
62-1097170
Address
1997 HIGHWAY 51 SOUTH · COVINGTON, TN · 38019
Phone
(901) 622-1688
Industry
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ATA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY | $658 | — |
Investments
27 direct securities· $3.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $746K | 21.3% | |
| Vanguard Treasury Money Market Investor | — | — | — | $670K | 19.1% | |
| Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $263K | 7.5% | |
| Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $237K | 6.8% | |
| Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $190K | 5.4% | |
| Calvert US Large Cap Core Rspnb ldx R6 727 Calvert International Responsible Idx R6 166 Calvert Small-Cap R6 527 Dodge&Cox Dodge & Cox Stock | — | — | — | $177K | 5.0% | |
| Mutual of America MoA Equity Index Fund | — | — | — | $175K | 5.0% | |
| Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $153K | 4.4% | |
| Mutual of America MoA Retirement Income Fund | — | — | — | $133K | 3.8% | |
| Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $115K | 3.3% | |
| Participant loans Notes receivable from participants (4.25%-9.5%) | — | — | — | $94K | 2.7% | |
| Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $93K | 2.7% | |
| Calvert Bond R6 | — | — | — | $83K | 2.4% | |
| PIMCO Real Return Instl 913 T.Rowe Price T. Rowe Price Blue Chip Growth I | — | — | — | $80K | 2.3% | |
| Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $68K | 1.9% | |
| BlackRock Mid-Cap Growth Equity K | — | — | — | $55K | 1.6% | |
| Mutual of America MoA Small Cap Equity Index Fund | — | — | — | $43K | 1.2% | |
| Mutual of America MoA Clear Passage 2060 Fund | — | — | — | $27K | 0.8% | |
| Vanguard International Growth Adm | — | — | — | $21K | 0.6% | |
| MFS Mid Cap Value R6 | — | — | — | $18K | 0.5% | |
| Mutual of America MoA Mid Cap Equity Index Fund | — | — | — | $17K | 0.5% | |
| COLLARTERAL, PAR OR MATURITY VALUE Mutual funds American Funds American Funds New World R6 | — | — | — | $16K | 0.5% | |
| Mutual of America MoA International Fund | — | — | — | $7K | 0.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $7K | 0.2% | |
| Victory funds Victory RS Small Cap Growth R6 | — | — | — | $5K | 0.1% | |
| Mutual of America MoA Clear Passage 2065 Fund | — | — | — | $2K | <0.1% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $2K | <0.1% |
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