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Original filing (PDF)20250425123146NAL0005483891001
PATIENT NOW LLC
Form 5500
FILING_RECEIVED
PATIENT NOW LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
146
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATIENT NOW LLC.
Plan sponsor
Name
PATIENT NOW LLC
EIN
85-3173767
Address
6833 SOUTH DAYTON STREET · #1016 · GREENWOOD VILLAGE, CO · 80112
Phone
(720) 532-1793
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-04-25
Pension benefit codes
2A · Age/service weighted or new comparability
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
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities · 1 pooled fund· $6.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.4M
29 holdings
Pooled Separate Account
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.4M | 98.9% | |
| 12 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2055 Fund | — | — | — | $574K | 16.9% | |
| 10 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2045 Fund | — | — | — | $555K | 16.3% | |
| 13 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2060 Fund | — | — | — | $408K | 12.0% | |
| 23 Voya Retirement Insurance and Annuity Company Schwab S&P 500 Index Fund | — | — | — | $401K | 11.8% | |
| 11 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2050 Fund | — | — | — | $397K | 11.7% | |
| 9 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2040 Fund | — | — | — | $246K | 7.2% | |
| 8 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2035 Fund | — | — | — | $139K | 4.1% | |
| 26 Voya Retirement Insurance and Annuity Company Vanguard Mid Cap Index Fund | — | — | — | $112K | 3.3% | |
| 27 Voya Retirement Insurance and Annuity Company iShares MSCI EAFE Index Fund | — | — | — | $91K | 2.7% | |
| 18 Voya Retirement Insurance and Annuity Company JPMorgan Large Cap Growth Fund | — | — | — | $73K | 2.1% | |
| 16 Voya Retirement Insurance and Annuity Company Fidelity Small Cap Index Fund | — | — | — | $53K | 1.6% | |
| 14 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2065 Fund | — | — | — | $41K | 1.2% | |
| 20 Voya Retirement Insurance and Annuity Company JPMorgan US Equity Fund | — | — | — | $40K | 1.2% | |
| 21 Voya Retirement Insurance and Annuity Company Janus Henderson Balanced Fund | — | — | — | $38K | 1.1% | |
| 17 Voya Retirement Insurance and Annuity Company JPMorgan Equity Income Fund | — | — | — | $31K | 0.9% | |
| 28 * Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $30K | 0.9% | |
| 24 Voya Retirement Insurance and Annuity Company T. Rowe Price Overseas Stock Fund | — | — | — | $29K | 0.9% | |
| 25 Voya Retirement Insurance and Annuity Company Vanguard Intermediate-Term Bond Index Fund | — | — | — | $25K | 0.7% | |
| 4 Voya Retirement Insurance and Annuity Company BlackRock Total Return Fund | — | — | — | $19K | 0.6% | |
| 3 Voya Retirement Insurance and Annuity Company American Century Small Cap Value Fund | — | — | — | $18K | 0.5% | |
| 7 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2030 Fund | — | — | — | $17K | 0.5% | |
| 1 * Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund | — | — | — | $16K | 0.5% | |
| 5 Voya Retirement Insurance and Annuity Company Fidelity Advisor International Capital Apprecation Fund | — | — | — | $12K | 0.4% | |
| Notes Receivable from Participants Maturing at various times through 2026 | — | — | — | $9K | 0.3% | |
| 6 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2025 Fund | — | — | — | $8K | 0.2% | |
| 22 Voya Retirement Insurance and Annuity Company MFS Mid Cap Value Fund | — | — | — | $7K | 0.2% | |
| 15 Voya Retirement Insurance and Annuity Company Fidelity Freedom Income Institutional Fund | — | — | — | $7K | 0.2% | |
| 19 Voya Retirement Insurance and Annuity Company JP Morgan Mid Cap Growth Fund | — | — | — | $4K | 0.1% | |
| 2 Voya Retirement Insurance and Annuity Company AB Small Cap Growth Portfolio | — | — | — | $2K | <0.1% |
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