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Original filing (PDF)20250722060341NAL0005833186001
STCHEALTH, LLC
Form 5500
FILING_RECEIVED
STCHEALTH, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
184
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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 STCHEALTH, LLC.
Plan sponsor
Name
STCHEALTH, LLC
EIN
86-0605013
Address
411 S. 1ST STREET · PHOENIX, AZ · 85004
Phone
(480) 745-8516
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Name
NPPG FIDUCIARY SERVICES
EIN
30-0835405
City
SHREWSBURY, NJ
Phone
(732) 758-1577
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $37K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
21 direct securities · 1 pooled fund· $15.3M(99% 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
$14.9M
20 holdings
Common Collective Trust
$260K
1 holding
Uncategorized
$123K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.6M | 23.4% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $2.5M | 16.4% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $2.0M | 13.1% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $1.2M | 7.7% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $1.0M | 6.5% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $753K | 4.9% | |
| INVESCO GROWTH AND INCOME R6 | Registered Investment Companies | — | — | $749K | 4.8% | |
| VIRTUS ZB TECHNOLOGY IN | Registered Investment Companies | — | — | $552K | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $456K | 2.9% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $413K | 2.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $349K | 2.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $305K | 2.0% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $280K | 1.8% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $260K | 1.7% | |
| VANGUARD ENERGY FUND ADMIRAL | Registered Investment Companies | — | — | $226K | 1.5% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $184K | 1.2% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $123K | 0.8% | |
| JAN HENDERSON GL LIFE SCI I | Registered Investment Companies | — | — | $117K | 0.8% | |
| COLUMBIA MID CAP INDEX I3 | Registered Investment Companies | — | — | $106K | 0.7% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $20K | 0.1% | |
| FED TOT RET GOV BD - INSTL | Registered Investment Companies | — | — | $18K | 0.1% | |
| LAZARD EMG MKT EQ PORT - INSTL | Registered Investment Companies | — | — | $9K | <0.1% |
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