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Original filing (PDF)20251010163800NAL0008489377001
PHYSICIAN AFFILIATE GROUP OF NEW YORK, P.C. (PAGNY)
Form 5500
FILING_RECEIVED
PHYSICIAN AFFILIATE GROUP OF NEW YORK RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
3,604
Accounts w/ balance
4,585
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
25 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYSICIAN AFFILIATE GROUP OF NEW YORK, P.C. (PAGNY).
Plan sponsor
Name
PHYSICIAN AFFILIATE GROUP OF NEW YORK, P.C. (PAGNY)
EIN
90-0603487
Address
420 LEXINGTON AVE · SUITE 1750 · NEW YORK, NY · 10170
Phone
(646) 672-3651
Industry
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
2025-10-10
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $226K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | CONSULTANT | $423K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
17 direct securities · 25 pooled funds· $2.0B(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.
Common Collective Trust
$1.2B
25 holdings
Uncategorized
$786.4M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $305.7M | 24.2% | |
| State Street Target Retirement 2035 Non-Lending Series Fund Class P | — | — | — | $98.2M | 7.8% | |
| SS TRGT RET 2035 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $98.2M | 7.8% | |
| State Street Target Retirement 2030 Non-Lending Series Fund Class P | — | — | — | $97.4M | 7.7% | |
| SS TRGT RET 2030 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $97.4M | 7.7% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $84.2M | 6.7% | |
| State Street Target Retirement 2025 Non-Lending Series Fund Class P | — | — | — | $81.3M | 6.4% | |
| SS TRGT RET 2025 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $81.3M | 6.4% | |
| State Street Target Retirement 2045 Non-Lending Series Fund Class P | — | — | — | $78.0M | 6.2% | |
| SS TRGT RET 2045 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $78.0M | 6.2% | |
| State Street Target Retirement 2040 Non-Lending Series Fund Class P | — | — | — | $74.2M | 5.9% | |
| SS TRGT RET 2040 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $74.2M | 5.9% | |
| State Street Russell Small/Mid Cap Index Non-Lending Series Fund Class K | — | — | — | $65.5M | 5.2% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $65.5M | 5.2% | |
| State Street Target Retirement 2050 Non-Lending Series Fund Class P | — | — | — | $64.5M | 5.1% | |
| SS TRGT RET 2050 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $64.5M | 5.1% | |
| State Street Target Retirement Income P | — | — | — | $55.4M | 4.4% | |
| SS TRGT RET INCOME P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $55.4M | 4.4% | |
| Fidelity BrokerageLink | — | — | — | $55.1M | 4.4% | |
| State Street Target Retirement 2020 Non-Lending Series Fund Class P | — | — | — | $47.1M | 3.7% | |
| SS TRGT RET 2020 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $47.1M | 3.7% | |
| MERCER SMMDCP STOCK MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $34.8M | 2.8% | |
| State Street Target Retirement 2055 Non-Lending Series Fund Class P | — | — | — | $34.3M | 2.7% | |
| SS TRGT RET 2055 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $34.3M | 2.7% | |
| MERCER DVSFD BOND MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $27.8M | 2.2% | |
| MERCER INTL STOCK MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $13.4M | 1.1% | |
| Principal U.S. REIT Fund Tier II | — | — | — | $12.0M | 0.9% | |
| PIF REAL EST SEC CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $12.0M | 0.9% | |
| SS US BOND INDEX M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $10.2M | 0.8% | |
| State Street Target Retirement 2060 Non-Lending Series Fund Class P | — | — | — | $7.5M | 0.6% | |
| SS TRGT RET 2060 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $7.5M | 0.6% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $6.9M | 0.5% | |
| State Street Global All Cap Equity ex-U.S. Index Non-Lending Series Fund Class K | — | — | — | $6.9M | 0.5% | |
| Participant loans | — | — | — | $5.4M | 0.4% | |
| State Street Target Retirement 2065 Non-Lending Series Fund Class P | — | — | — | $2.3M | 0.2% | |
| SS TRGT RET 2065 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| Fidelity Government Money Market Fund - Class K6 | — | — | — | $1.3M | 0.1% | |
| SS REAL ASSET K STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $0 | <0.1% | |
| MERCER LARGE CAP STK MERCER TRUST COMPANY LLC · EIN 81-3153346 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS US BOND INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $0 | <0.1% |