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Original filing (PDF)20251015061050NAL0002011491001
PRIME CARE COORDINATION, LLC
Form 5500
FILING_RECEIVED
PRIME COORDINATION, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~103 bps in Sched C fees
Active participants
411
Accounts w/ balance
291
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
- 103 bps in Schedule C fees — 99% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIME CARE COORDINATION, LLC.
Plan sponsor
Name
PRIME CARE COORDINATION, LLC
EIN
82-1094163
Address
860 HARD ROAD · WEBSTER, NY · 14580
Phone
(585) 347-1231
Industry
Health Care & Social Assistancesee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APFS WEALTH MANAGEMENT INC. | 45-2656077 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
Investments
27 direct securities · 1 pooled fund· $4.1M(92% 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.
Registered Investment Companies
$3.7M
27 holdings
Common Collective Trust
$475K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $589K | 13.0% | |
| STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $566K | 12.5% | |
| STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $557K | 12.3% | |
| VANGUARD INT TERM INV GR AD 484 REGISTERED INVESTMENT COMPANY JPMORGAN INCOME R6 786 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $510K | 11.3% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $475K | 10.5% | |
| STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $415K | 9.2% | |
| FID INTTRS BOND INDEX 71 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $276K | 6.1% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $275K | 6.1% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $193K | 4.3% | |
| FIDELITY MULTI-ASSET INDEX 698 REGISTERED INVESTMENT COMPANY DFA REAL ESTATE SEC PORT INST 609 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $69K | 1.5% | |
| SS TRGT RTMNT 2065 K | Registered Investment Companies | — | — | $59K | 1.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $48K | 1.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $24K | 0.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $19K | 0.4% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $14K | 0.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $10K | 0.2% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $7K | 0.2% | |
| FID ST TREAS BOND INDX 484 REGISTERED INVESTMENT COMPANY VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $7K | 0.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $7K | 0.2% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $7K | 0.1% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $7K | 0.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1K | <0.1% |
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