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Original filing (PDF)20251015143601NAL0002463811001
PARAMEDICS LOGISTICS OPERATING COMPANY, LLC
Form 5500
FILING_RECEIVED
PATIENTCARE 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,302
Accounts w/ balance
1,082
Plan assets (EOY)
$49.8M
Net assets (EOY)
$49.8M
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)
95
/ 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
65
Knocking points off
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARAMEDICS LOGISTICS OPERATING COMPANY, LLC.
Plan sponsor
Name
PARAMEDICS LOGISTICS OPERATING COMPANY, LLC
EIN
82-4239883
Address
115 JORDAN PLAZA BLVD - SUITE 200 · TYLER, TX · 75704
Phone
(903) 669-1676
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RECORDKEEPER | $98K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION | 72-0999988 | BATON ROUGE, LA | TPA | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO, LLP | 94-6214841 | — | AUDITOR | $12K | — |
Investments
27 direct securities · 1 pooled fund· $49.8M(100% 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
$49.0M
27 holdings
Pooled Separate Account
$812K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund Mutual fund | — | — | — | $7.1M | 14.2% | |
| Vanguard 500 Index Fund Admiral Shares Mutual fund | — | — | — | $5.0M | 10.1% | |
| Fidelity Freedom Index 2045 Fund Mutual fund | — | — | — | $4.9M | 9.9% | |
| Fidelity Freedom Index 2035 Fund Mutual fund | — | — | — | $4.6M | 9.3% | |
| Fidelity Freedom Index 2050 Fund Mutual fund | — | — | — | $4.4M | 8.9% | |
| Fidelity Freedom Index 2040 Fund Mutual fund | — | — | — | $4.4M | 8.8% | |
| T. Rowe Price Blue Chip Growth Fund I Class Mutual fund | — | — | — | $3.7M | 7.3% | |
| Fidelity Freedom Index 2055 Fund Mutual fund | — | — | — | $3.5M | 7.1% | |
| Fidelity Freedom Index 2025 Fund Mutual fund | — | — | — | $2.6M | 5.2% | |
| With varying maturity dates through 2047 and interest rates * Notes receivable from participants ranging from 4.75% to 10.50% | — | — | — | $1.1M | 2.3% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $812K | 1.6% | |
| Fidelity Freedom Index 2065 Fund Mutual fund | — | — | — | $779K | 1.6% | |
| Vanguard Total International Stock Index Fund Admi Mutual fund | — | — | — | $777K | 1.6% | |
| JP Morgan Mid Cap Growth Fund Class R6 Mutual fund | — | — | — | $756K | 1.5% | |
| MFS Mid Cap Value Fund Class R6 Mutual fund | — | — | — | $747K | 1.5% | |
| Fidelity Freedom Index 2060 Fund Mutual fund | — | — | — | $687K | 1.4% | |
| Fidelity Freedom Index Income Fund Mutual fund | — | — | — | $664K | 1.3% | |
| Vanguard Extended Market Index Fund Admiral Shares Mutual fund | — | — | — | $596K | 1.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shar Mutual fund | — | — | — | $446K | 0.9% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual fund | — | — | — | $387K | 0.8% | |
| Janus Henderson Venture Fund Class N Mutual fund | — | — | — | $365K | 0.7% | |
| PGIM Total Return Bond Fund - Class Z Mutual fund | — | — | — | $360K | 0.7% | |
| Dodge Cox Stock Fund X Mutual fund | — | — | — | $271K | 0.5% | |
| AB Small Cap Growth Portfolio Mutual fund | — | — | — | $264K | 0.5% | |
| Fidelity Freedom Index 2010 Fund Mutual fund | — | — | — | $225K | 0.5% | |
| Fidelity Freedom Index 2015 Fund Mutual fund | — | — | — | $159K | 0.3% | |
| Fidelity Freedom Index 2020 Fund Mutual fund | — | — | — | $107K | 0.2% | |
| JPMorgan U.S. Government Money Market Fund Capital Mutual fund | — | — | — | $30K | <0.1% |