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Original filing (PDF)20250903141124NAL0015452593001
OLEAN MEDICAL PRACTICE PLLC
Form 5500
FILING_RECEIVED
OLEAN MEDICAL PRACTICE PLLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
168
Accounts w/ balance
223
Plan assets (EOY)
$33.7M
Net assets (EOY)
$33.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly 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 OLEAN MEDICAL PRACTICE PLLC.
Plan sponsor
Name
OLEAN MEDICAL PRACTICE PLLC
EIN
88-1324896
Address
535 MAIN STREET · OLEAN, NY · 14760
Phone
(716) 376-2201
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FREED MAXICK, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $103K | — |
| FREED MAXICK CPA | 45-4051133 | — | SERVICE PROVIDER | $12K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| PHILLIPS LYTLE LLP | 16-0505790 | — | SERVICE PROVIDER | $7K | — |
Investments
32 direct securities· $33.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VITC | — | — | — | $7.9M | 23.5% | |
| VRIAC | — | — | — | $3.9M | 11.5% | |
| T. Rowe Price | — | — | — | $2.7M | 8.1% | |
| American Funds | — | — | — | $2.4M | 7.1% | |
| T. Rowe Price | — | — | — | $2.0M | 5.9% | |
| VITC | — | — | — | $1.5M | 4.4% | |
| VITC | — | — | — | $1.4M | 4.1% | |
| Putnam | — | — | — | $1.3M | 4.0% | |
| VRIAC | — | — | — | $1.3M | 3.8% | |
| Victory Integrity | — | — | — | $1.2M | 3.5% | |
| American Funds | — | — | — | $1.1M | 3.2% | |
| T. Rowe Price | — | — | — | $868K | 2.6% | |
| American Funds | — | — | — | $772K | 2.3% | |
| American Funds | — | — | — | $643K | 1.9% | |
| Vanguard | — | — | — | $632K | 1.9% | |
| T. Rowe Price | — | — | — | $556K | 1.7% | |
| Vanguard | — | — | — | $505K | 1.5% | |
| T. Rowe Price | — | — | — | $479K | 1.4% | |
| Vanguard | — | — | — | $362K | 1.1% | |
| VITC | — | — | — | $341K | 1.0% | |
| VITC | — | — | — | $332K | 1.0% | |
| Vanguard | — | — | — | $332K | 1.0% | |
| VITC | — | — | — | $262K | 0.8% | |
| Vanguard | — | — | — | $223K | 0.7% | |
| Olean Medical Practice PLLC Retirement Plan | — | — | — | $163K | 0.5% | |
| MFS | — | — | — | $145K | 0.4% | |
| T. Rowe Price | — | — | — | $125K | 0.4% | |
| VITC | — | — | — | $101K | 0.3% | |
| Pimco | — | — | — | $99K | 0.3% | |
| American Funds | — | — | — | $51K | 0.2% | |
| VITC | — | — | — | $7K | <0.1% | |
| Vanguard | — | — | — | $6K | <0.1% |