Back to filter
Original filing (PDF)20250730150919NAL0005847536001
PERSON CENTERED SERVICES CARE COORDINATION ORGANIZATION LLC
Form 5500
FILING_RECEIVED
PERSON CENTERED SERVICES CARE COORDINATION ORGANIZATION LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~79 bps in Sched C feesNo recordkeeper disclosed
Active participants
846
Accounts w/ balance
693
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 79 bps in Schedule C fees — 171% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERSON CENTERED SERVICES CARE COORDINATION ORGANIZATION LLC.
Plan sponsor
Name
PERSON CENTERED SERVICES CARE COORDINATION ORGANIZATION LLC
EIN
82-3550571
Address
560 DELAWARE AVENUE · SUITE 400 · BUFFALO, NY · 14202
Phone
(716) 866-8667
Industry
Outpatient Care Centers· 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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FREED MAXICK, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURKE GROUP | 80-0688755 | — | NONE | $137K | — |
| LEVEL FINANCIAL ADVISORS | 16-1140261 | — | NONE | $25K | — |
Investments
21 direct securities · 1 pooled fund· $18.2M(88% 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
$17.8M
21 holdings
Common Collective Trust
$458K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040-INV | — | — | — | $3.0M | 14.4% | |
| Vanguard Target Retirement 2045-INV | — | — | — | $2.9M | 13.8% | |
| Vanguard Target Retirement 2050-INV | — | — | — | $2.7M | 13.0% | |
| Vanguard Target Retirement 2055-INV | — | — | — | $2.4M | 11.7% | |
| Vanguard Target Retirement 2035-INV | — | — | — | $2.2M | 10.6% | |
| Vanguard Target Retirement 2060-INV | — | — | — | $1.4M | 6.7% | |
| Vanguard Target Retirement 2025-INV | — | — | — | $1.3M | 6.4% | |
| Person Centered Services Care Coordination Organization LLC 401(k) Plan Participant Loans with interest rates ranging from 5.25% - 10.50% | — | — | — | $474K | 2.3% | |
| RTC STABLE VALUE FUND, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $458K | 2.2% | |
| Vanguard 500 Index - Admiral | — | — | — | $295K | 1.4% | |
| Vanguard Total Stock Market Index - Admiral | — | — | — | $220K | 1.1% | |
| Vanguard Target Retirement 2065-INV | — | — | — | $207K | 1.0% | |
| Vanguard Growth Index - Admiral | — | — | — | $202K | 1.0% | |
| Vanguard Mid Cap Index - Admiral | — | — | — | $155K | 0.8% | |
| Vanguard Small Cap Growth Index - Admiral | — | — | — | $119K | 0.6% | |
| Vanguard Total Intl Stock Index - Admiral | — | — | — | $99K | 0.5% | |
| Vanguard Total Bond Market Index | — | — | — | $51K | 0.2% | |
| Vanguard Value Index - Admiral | — | — | — | $40K | 0.2% | |
| Vanguard Short-Term Bond Index - Admiral | — | — | — | $31K | 0.2% | |
| Vanguard Small Cap Value Index - Admiral | — | — | — | $27K | 0.1% | |
| Vanguard Inflation - Protected SECS - Admiral | — | — | — | $26K | 0.1% | |
| Vanguard Total Intl Bond Index - Admiral | — | — | — | $4K | <0.1% |
Related plans
Other plans using BURKE GROUP
EATON CORPORATION
PENSION PLAN FOR EATON CORPORATION EMPLOYEES
$2.4B · 7,799 participants
BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION
BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION PROFIT SHARING PLAN
$140.0M · 484 participants
MEDICAL SERVICES GROUP - DEPARTMENT OF MEDICINE
MEDICAL SERVICES GROUP - DEPARTMENT OF MEDICINE PROFIT SHARING PLAN
$94.9M · 166 participants
WOODS OVIATT GILMAN, LLP
WOODS OVIATT GILMAN, LLP 401(K) PLAN
$61.8M · 192 participants
O'CONNELL ELECTRIC CO.
O'CONNELL ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN
$57.6M · 186 participants
HERITAGE CHRISTIAN SERVICES, INC.
HERITAGE CHRISTIAN SERVICES, INC. RETIREMENT PLAN
$37.0M · 2,505 participants
Similar-size Outpatient Care Centers plans
TRILLIUM HEALTH, INC.
TRILLIUM HEALTH, INC. DEFINED CONTRIBUTION PLAN
$20.6M · 235 participants
THE LOS ANGELES FREE CLINIC D/B/A SABAN COMMUNITY CLINIC
SABAN COMMUNITY CLINIC 403(B) EMPLOYER RETIREMENT PLAN
$20.7M · 431 participants
SUNSET COMMUNITY HEALTH CENTER, INC
SUNSET COMMUNITY HEALTH CENTER, INC. 403(B) PLAN
$20.5M · 323 participants
CORNERSTONE FAMILY HEALTHCARE
CORNERSTONE FAMILY HEALTHCARE 403(B) PLAN
$20.5M · 657 participants
CONANT HEALTHCARE, LLC
CONANT HEALTHCARE, LLC DBA AESTHETIC PARTNERS 401(K) PLAN
$20.3M · 310 participants
SOUTH COUNTY COMMUNITY HEALTH CENTER, INC. DBA
RAVENSWOOD FAMILY HEALTH CENTER 403(B) PLAN
$20.3M · 358 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B