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Original filing (PDF)20250911105732NAL0000409729001
PS INTERMEDIATE HOLDCO II LLC
Form 5500
FILING_RECEIVED
PHARMSCRIPT 401(K) PLAN
401(k) retirement plan
Active participants
1,851
Accounts w/ balance
1,303
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
How this plan invests
This plan
21 pooled trusts
Schedule D
35 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 PS INTERMEDIATE HOLDCO II LLC.
Plan sponsor
Name
PS INTERMEDIATE HOLDCO II LLC
EIN
81-2306672
Address
6022 BLUE CIRCLE DRIVE · MN103-0300 · MINNETONKA, MN · 55343
Phone
(952) 936-1300
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE
EIN
41-1321939
City
MINNETONKA, MN
Phone
(952) 936-1300
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $70K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | — | GLASTONBURY, CT | INVESTMENT ADVISORY | $29K | — |
Investments
35 direct securities · 21 pooled funds· $29.0M(98% 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.
Uncategorized
$29.0M
35 holdings
Pooled Separate Account
$0
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund | — | — | — | $4.6M | 15.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $4.3M | 14.6% | |
| Vanguard Growth Index Fund | — | — | — | $2.6M | 8.8% | |
| Vanguard Large Cap Index Fund | — | — | — | $2.6M | 8.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.6M | 8.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.4M | 8.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.0M | 6.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.8M | 6.0% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.6M | 5.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.1M | 3.7% | |
| Vanguard Mid-Cap Growth Index Fund | — | — | — | $510K | 1.7% | |
| Vanguard Cash Reserves Federal Money Market Fund | — | — | — | $436K | 1.5% | |
| DFA US Small Cap Growth Fund | — | — | — | $349K | 1.2% | |
| Vanguard Small-Cap Index Fund | — | — | — | $306K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $294K | 1.0% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $192K | 0.7% | |
| American Funds EuroPacific Growth Fund | — | — | — | $185K | 0.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $178K | 0.6% | |
| Vanguard Developed Mkts Index Fund | — | — | — | $113K | 0.4% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $111K | 0.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $105K | 0.4% | |
| Schwab Fundamental U.S. Large Comp Index Fund | — | — | — | $99K | 0.3% | |
| Dodge & Cox Income Fund | — | — | — | $89K | 0.3% | |
| DFA U.S. Vector Equity Fund | — | — | — | $86K | 0.3% | |
| JPMorgan High Yield Fund | — | — | — | $80K | 0.3% | |
| Cohen & Steers Realty Shares Fund | — | — | — | $71K | 0.2% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $55K | 0.2% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund | — | — | — | $45K | 0.2% | |
| DFA Emerging Markets Core Equity Fund | — | — | — | $44K | 0.2% | |
| Schwab Fundamental Intl Equity Index Fund | — | — | — | $39K | 0.1% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $31K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $23K | <0.1% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $20K | <0.1% | |
| PIMCO Diversified Income Fund | — | — | — | $13K | <0.1% | |
| Vanguard LifeStrategy Consv Growth Fund | — | — | — | $2K | <0.1% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
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