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Original filing (PDF)20250924123647NAL0010592946001
PRIMED MANAGEMENT CONSULTING SERVICES, INC.
Form 5500
FILING_RECEIVED
PRIMED MANAGEMENT CONSULTING SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
672
Accounts w/ balance
790
Plan assets (EOY)
$148.6M
Net assets (EOY)
$148.6M
How this plan invests
This plan
17 pooled trusts
Schedule D
27 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 PRIMED MANAGEMENT CONSULTING SERVICES, INC..
Plan sponsor
Name
PRIMED MANAGEMENT CONSULTING SERVICES, INC.
EIN
68-0193329
Address
2613 CAMINO RAMON STE 100 · SAN RAMON, CA · 945830980
Phone
(925) 327-6751
Industry
Professional & Technical Servicessee 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
2025-09-24
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)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $134K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
17 direct securities · 17 pooled funds· $166.7M(100% 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.
Pooled Separate Account
$122.3M
16 holdings
Uncategorized
$41.6M
17 holdings
Common Collective Trust
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $23.7M | 16.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $20.3M | 13.7% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $19.5M | 13.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $18.9M | 12.7% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $6.6M | 4.4% | |
| Growth Fund of America Mutual Fund | — | — | — | $6.1M | 4.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $6.0M | 4.0% | |
| Principal Mid Cap Fund Pooled Separate Account | — | — | — | $5.3M | 3.5% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $5.3M | 3.5% | |
| Principal Diversified International Fund Pooled Separate Account | — | — | — | $4.7M | 3.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $4.7M | 3.1% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $3.8M | 2.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $3.8M | 2.5% | |
| Investment Company of America Mutual Fund | — | — | — | $3.5M | 2.3% | |
| Principal Capital Appreciation Separate Account Pooled Separate Account | — | — | — | $3.4M | 2.3% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $3.4M | 2.3% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $3.3M | 2.2% | |
| Principal Mid Cap S&P 400 Index Separate Account Pooled Separate Account | — | — | — | $2.9M | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.9M | 1.9% | |
| T. Rowe Price Mid Cap Growth I Fund Mutual Fund | — | — | — | $2.9M | 1.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.8% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $2.5M | 1.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2.3M | 1.5% | |
| Notes receivable from participants Interest rates range 6.25% - 11.50% - | — | — | — | $1.7M | 1.2% | |
| Principal International Emerging Markets Fund Pooled Separate Account | — | — | — | $1.2M | 0.8% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $1.2M | 0.8% | |
| AM Century Inflation Adjusted Bond R6 Fund Mutual Fund | — | — | — | $1.2M | 0.8% | |
| DFA US Targeted Value Portfolio Mutual Fund | — | — | — | $1.1M | 0.7% | |
| AM Funds US Government Securities R6 Fund Mutual Fund | — | — | — | $680K | 0.5% | |
| Principal LifeTime Strategic Income Fund Pooled Separate Account | — | — | — | $570K | 0.4% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $570K | 0.4% | |
| Principal LifeTime 2070 Separate Account Pooled Separate Account | — | — | — | $18K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $18K | <0.1% | |
| (E) | — | — | — | $18K | <0.1% |
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