Back to filter
Original filing (PDF)20251010163848NAL0004797891001
PIH HEALTH, INC
Form 5500
FILING_RECEIVED
PIH HEALTH, INC. 403(B) PLAN
403(b) retirement plan
Active participants
7,342
Accounts w/ balance
8,679
Plan assets (EOY)
$423.3M
Net assets (EOY)
$423.3M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIH HEALTH, INC.
Plan sponsor
Name
PIH HEALTH, INC
EIN
95-3619388
Address
12401 WASHINGTON BLVD. · WHITTIER, CA · 90602
Phone
(562) 698-0811
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
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $432K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $90K | — |
| CONCURRENT INVESTMENT ADVISORS, LL | 92-1819393 | — | CONSULTANT | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
34 direct securities· $423.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Blue Chip Growth K6 Fund | — | — | — | $40.0M | 9.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $33.6M | 7.9% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund - Institutional Premium Class | — | — | — | $29.5M | 7.0% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund - Institutional Premium Class | — | — | — | $29.2M | 6.9% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund - Institutional Premium Class | — | — | — | $27.4M | 6.5% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund - Institutional Premium Class | — | — | — | $27.2M | 6.4% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund - Institutional Premium Class | — | — | — | $26.0M | 6.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund - Institutional Premium Class | — | — | — | $23.1M | 5.4% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund - Institutional Premium Class | — | — | — | $22.6M | 5.3% | |
| Franklin Templeton Investments Putnam Large Cap Value Fund Class R6 | — | — | — | $20.0M | 4.7% | |
| New York Life Insurance Company New York Life Guaranteed Interest Account | — | — | — | $16.9M | 4.0% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund - Institutional Premium Class | — | — | — | $14.6M | 3.5% | |
| Vanguard Federal Money Market Fund Investor Shares | — | — | — | $12.2M | 2.9% | |
| American Funds American Funds EUPAC R6 | — | — | — | $10.5M | 2.5% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund - Institutional Premium Class | — | — | — | $10.2M | 2.4% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $9.5M | 2.2% | |
| PGIM Investments PGIM Total Return Bond Fund R6 | — | — | — | $8.8M | 2.1% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $8.3M | 2.0% | |
| American Century Investments American Century Small Cap Value Fund R6 Class | — | — | — | $8.2M | 1.9% | |
| MassMutual Mid Cap Growth Fund Class I | — | — | — | $6.9M | 1.6% | |
| Brokerage Securities Participant-Directed Brokerage Accounts | — | — | — | $4.5M | 1.1% | |
| Invesco International Small-Mid Company Fund Class R6 | — | — | — | $4.4M | 1.0% | |
| Fidelity Investments Fidelity Total International Index Fund | — | — | — | $4.3M | 1.0% | |
| PIMCO Income Fund Institutional Class | — | — | — | $4.2M | 1.0% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund - Institutional Premium Class | — | — | — | $3.5M | 0.8% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund - Institutional Premium Class | — | — | — | $3.4M | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $3.3M | 0.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $3.2M | 0.8% | |
| Macquarie Small Cap Growth Fund Class R6 | — | — | — | $3.1M | 0.7% | |
| Diversified Fund Advisors DFA Emerging Markets Core Equity 2 Portfolio Institutional Class | — | — | — | $2.4M | 0.6% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund Z | — | — | — | $1.7M | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund - Institutional Premium Class | — | — | — | $858K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index Income Fund - Institutional Premium Class | — | — | — | $177K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2070 Fund - Institutional Premium Class | — | — | — | $20K | <0.1% |