Back to filter
Original filing (PDF)20250729103413NAL0002606305001
PERFECT HEALTH, INC.
Form 5500
FILING_RECEIVED
PERFECT HEALTH 401(K) PLAN
401(k) retirement plan
Active participants
409
Accounts w/ balance
324
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 67% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFECT HEALTH, INC..
Plan sponsor
Name
PERFECT HEALTH, INC.
EIN
80-0930681
Address
P.O. BOX 801280 · KANSAS CITY, MO · 641801280
Phone
(877) 597-1440
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | 04-2530412 | EAST PROVIDENCE, RI | CONTRACT ADMIN | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
30 direct securities· $12.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2050 R6 Fund " | — | — | — | $2.2M | 18.2% | |
| Nuveen Lifecycle Index 2040 R6 Fund " | — | — | — | $1.6M | 13.6% | |
| Nuveen Lifecycle Index 2055 R6 Fund " | — | — | — | $1.4M | 11.4% | |
| Fidelity 500 Index Fund " | — | — | — | $1.4M | 11.4% | |
| Nuveen Lifecycle Index 2035 R6 Fund " | — | — | — | $1.2M | 9.7% | |
| Nuveen Lifecycle Index 2045 R6 Fund " | — | — | — | $730K | 6.0% | |
| Nuveen Lifecycle Index 2030 R6 Fund " | — | — | — | $659K | 5.4% | |
| JPMorgan Large Cap Growth R6 Fund " | — | — | — | $571K | 4.7% | |
| American Funds New World R6 Fund " | — | — | — | $274K | 2.3% | |
| JPMorgan International Equity R6 Fund " | — | — | — | $259K | 2.1% | |
| Nuveen Lifecycle Index 2060 R6 Fund " | — | — | — | $252K | 2.1% | |
| American Funds Bond Fund of America R6 Fund " | — | — | — | $203K | 1.7% | |
| Nuveen Lifecycle Index 2025 R6 Fund " | — | — | — | $201K | 1.7% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $198K | 1.6% | |
| Fidelity Small Cap Index Fund " | — | — | — | $144K | 1.2% | |
| Neuberger Berman Large Cap Value R6 Fund " | — | — | — | $137K | 1.1% | |
| American Funds American Balanced R6 Fund Mutual fund | — | — | — | $107K | 0.9% | |
| DFA Inflation-Protected Securities I Fund " | — | — | — | $84K | 0.7% | |
| Fidelity Extended Market Index Fund " | — | — | — | $76K | 0.6% | |
| Nuveen Lifecycle Index 2015 R6 Fund " | — | — | — | $74K | 0.6% | |
| Fidelity Mid Cap Value Index Fund " | — | — | — | $67K | 0.6% | |
| Fidelity Cash Reserves Fund " | — | — | — | $67K | 0.6% | |
| Fidelity Small Cap Value Index Fund " | — | — | — | $48K | 0.4% | |
| Lord Abbett Bond Debenture R6 Fund " | — | — | — | $45K | 0.4% | |
| Participant Loans (3.25% - 8.50%) - | — | — | — | $44K | 0.4% | |
| Fidelity Small Cap Growth Index Fund " | — | — | — | $18K | 0.2% | |
| PGIM High-Yield R6 Fund " | — | — | — | $18K | 0.1% | |
| Nuveen Lifecycle Index 2065 R6 Fund " | — | — | — | $15K | 0.1% | |
| PGIM Jennison Mid Cap Growth R6 Fund " | — | — | — | $11K | <0.1% | |
| Nuveen Lifecycle Index 2020 R6 Fund " | — | — | — | $9K | <0.1% |