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Original filing (PDF)20250715090513NAL0002651072001
PRESBYTERIAN HEALTH PLAN, INC.
Form 5500
FILING_RECEIVED
PRESBYTERIAN HEALTH PLAN 401(K) PLAN
401(k) retirement plan
Active participants
1,998
Accounts w/ balance
2,817
Plan assets (EOY)
$177.9M
Net assets (EOY)
$177.9M
How this plan invests
This plan
29 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 PRESBYTERIAN HEALTH PLAN, INC..
Plan sponsor
Name
PRESBYTERIAN HEALTH PLAN, INC.
EIN
94-3037165
Address
9521 SAN MATEO NE · ALBUQUERQUE, NM · 87113
Phone
(505) 923-8750
Industry
Finance & Insurancesee 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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REDW LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $117K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REDW | 85-0203431 | — | AUDITOR | $21K | — |
Investments
29 direct securities· $178.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Trgt Retire 2045 Instl | — | — | — | $17.6M | 9.9% | |
| Vanguard Instl Trgt Retire 2040 Instl | — | — | — | $16.4M | 9.2% | |
| Vanguard Instl Trgt Retire 2035 Instl | — | — | — | $16.0M | 9.0% | |
| Vanguard Instl Trgt Retire 2030 Instl | — | — | — | $15.3M | 8.6% | |
| Vanguard Instl Trgt Retire 2050 Instl | — | — | — | $13.9M | 7.8% | |
| Vanguard Institutional Index I | — | — | — | $12.8M | 7.2% | |
| T. Rowe Price Institutional Large-Cap Core Growth Fund | — | — | — | $12.4M | 7.0% | |
| Vanguard Instl Trgt Retire 2025 Instl | — | — | — | $12.0M | 6.7% | |
| Vanguard Instl Trgt Retire 2055 Instl | — | — | — | $7.3M | 4.1% | |
| Vanguard Windsor II Admiral | — | — | — | $6.5M | 3.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $6.1M | 3.4% | |
| American Funds New Perspective R4 | — | — | — | $5.2M | 2.9% | |
| Fixed Interest Account | — | — | — | $5.0M | 2.8% | |
| Vanguard Instl Trgt Retire 2020 Instl | — | — | — | $4.9M | 2.7% | |
| American Funds American Balanced R6 | — | — | — | $3.9M | 2.2% | |
| Participant loans | — | — | — | $3.0M | 1.7% | |
| Invesco Small Cap Growth A | — | — | — | $2.5M | 1.4% | |
| Fidelity Small Cap Value | — | — | — | $2.5M | 1.4% | |
| Vanguard Instl Trgt Retire 2060 Instl | — | — | — | $2.3M | 1.3% | |
| Vanguard Instl Trgt Retire Inc Instl | — | — | — | $2.1M | 1.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral | — | — | — | $2.0M | 1.1% | |
| PIMCO Total Return Instl | — | — | — | $2.0M | 1.1% | |
| Vanguard Extended Market Idx I | — | — | — | $1.5M | 0.9% | |
| Vanguard Total Bond Market Inst | — | — | — | $1.2M | 0.7% | |
| Dodge & Cox International Stock | — | — | — | $1.0M | 0.6% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $1.0M | 0.6% | |
| Vanguard Total Intl Stock Index I | — | — | — | $685K | 0.4% | |
| Vanguard Instl Trgt Retire 2065 Instl | — | — | — | $431K | 0.2% | |
| PIMCO All Asset Fund Institutional Class | — | — | — | $173K | <0.1% |