Original filing (PDF)20251015160517NAL0002719747001

AIDS ARMS Inc.

Name: AIDS ARMS Inc. — Prism Health North Texas Retirement, Form 5500 (2024)
Creator: AIDS ARMS Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Prism Health North Texas Retirement Savings Plan

403(b) retirement plan · AIDS ARMS Inc.'s Prism Health North Texas Retirement Savings Plan held $8.2M in plan assets for 206 participants in 2024, with Newport Group as recordkeeper.

Signals · 1

Late participant contributions

Active participants

206

Accounts w/ balance

240

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 107K (6% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AIDS ARMS INC..

Plan sponsor

Name

AIDS ARMS INC.

DBA

PRISM HEALTH NORTH TEXAS

EIN

75-2306145all filings

Address

3900 JUNIUS ST. · SUITE 300 · DALLAS, TX · 75246

Phone

(214) 521-5191

Industry

Outpatient Care Centers· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH	—	FRISCO, TX	ADVISOR	$34K	—

Investments

20 direct securities· $8.2M(100% of reported assets)

Other securities

$6.3M

13 holdings

Common Collective Trusts

$1.7M

5 holdings

Mutual Funds

$112K

1 holding

Bonds / Notes

$91K

1 holding

					% of plan
Blackrock Lifepath Index 2040 Fund Class K Mutual fund -	Other securities	—	—	$1.3M	15.5%
Blackrock Lifepath Index 2030 Fund Class K Mutual fund -	Other securities	—	—	$1.1M	12.9%
Blackrock Lifepath Index 2050 Fund Class K Mutual fund -	Other securities	—	—	$965K	11.8%
Blackrock Lifepath Index 2035 Fund Class K Mutual fund -	Other securities	—	—	$823K	10.0%
Fidelity 500 Index Fund Mutual fund -	Common Collective Trusts	—	—	$782K	9.5%
Blackrock Lifepath Index Retirement Fund Mutual fund -	Other securities	—	—	$781K	9.5%
Blackrock Lifepath Index 2045 Fund Class K Mutual fund -	Other securities	—	—	$673K	8.2%
Blackrock Lifepath Index 2055 Fund Class K Mutual fund -	Other securities	—	—	$315K	3.8%
Fidelity Mid Cap Index Fund Mutual fund -	Common Collective Trusts	—	—	$268K	3.3%
Blackrock Lifepath Index 2060 Fund Class K Mutual fund -	Other securities	—	—	$234K	2.9%
Fidelity Total International Index Fund Mutual fund -	Common Collective Trusts	—	—	$210K	2.6%
Fidelity Small Cap Index Fund Mutual fund -	Common Collective Trusts	—	—	$209K	2.5%
Fidelity U.S. Bond Index Fund Mutual fund -	Common Collective Trusts	—	—	$198K	2.4%
Vanguard Federal Money Market Mutual fund -	Mutual Funds	—	—	$112K	1.4%
Blackrock Lifepath Index 2065 Fund Class K Mutual fund -	Other securities	—	—	$103K	1.3%
Notes receivable from Participants 5.00% to 10.50% interest rates -	Bonds / Notes	—	—	$91K	1.1%
Mainstay Winslow Large Cap Growth Fund Class R6 Mutual fund -	Other securities	—	—	$44K	0.5%
Blackrock High Yield Fund Portfolion Class K Mutual fund -	Other securities	—	—	$34K	0.4%
Carillon Scout Mid Cap Fund Class R6 Mutual fund -	Other securities	—	—	$19K	0.2%
Harford Core Equity Fund Class R6 Mutual fund -	Other securities	—	—	$9K	0.1%