Back to filter
Original filing (PDF)20251006113549NAL0003571873001
PROVIDER RESOURCES, INC.
Form 5500-SF
FILING_RECEIVED
PROVIDER RESOURCES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
232
Accounts w/ balance
121
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROVIDER RESOURCES, INC..
Plan sponsor
Name
PROVIDER RESOURCES, INC.
EIN
80-0077353
Address
153 EAST 13TH STREET, · SUITE 1400 · ERIE, PA · 16503
Phone
(814) 456-5524
Industry
Finance & Insurancesee 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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
AMERICAN EQUINE INSURANCE GROUP, LTD.
AMERICAN EQUINE INSURANCE GROUP, LTD. RETIREMENT SAVINGS PLAN
$4.8M · 22 participants
HANCOCK ROOFING & CONSTRUCTION, LLC DBA HANCOCK CLAIMS CONSULTANTS
JOHN B HANCOCK 401(K) PLAN
$4.8M · 227 participants
BETH A. PLENTZAS
BETH PLENTZAS RETIREMENT PLAN
$4.8M · 3 participants
CMC INTERACTIVE, LLC
CMC INTERACTIVE, LLC RETIREMENT SAVINGS PLAN
$4.8M · 10 participants
SKULD NORTH AMERICA INC.
SKULD NORTH AMERICA INC. RETIREMENT PLAN
$4.8M · 5 participants
COMPASS PROPERTIES, LLC
COMPASS PROPERTIES, LLC 401(K) RETIREMENT PLAN
$4.8M · 19 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B