How big is PIH Health's plan?

PIH Health's plan reported $193.6M in assets and 7,079 participants for 2024.

Original filing (PDF)20251010163231NAL0013540816001

PIH Health

Name: PIH Health — PIH Health, Inc. 401(a) Plan, Form 5500 (2024)
Creator: PIH Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PIH Health, Inc. 401(a) Plan

Defined-contribution retirement plan · PIH Health's PIH Health, Inc. 401(a) Plan held $193.6M in plan assets for 7,079 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

7,079

Accounts w/ balance

4,773

Plan assets (EOY)

$193.6M

Net assets (EOY)

$193.6M

People on this filing

Scott Bremer signed PIH Health's 2024 Form 5500 as plan administrator.

Scott Bremer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PIH Health's EIN is 95-3619388.

EIN 95-3619388

Plan number 006

Plan year 2024

ACK ID 20251010163231NAL0013540816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PIH Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PIH Health's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIH HEALTH.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

PIH HEALTH

EIN

all filings

Address

12401 WASHINGTON BLVD. · WHITTER, CA · 90602

Phone

(562) 698-0811

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$75K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$32K	—
CONCURRENT INVESTMENT ADVISORS, LL

Investments

34 direct securities· $193.8M(100% of reported assets)

Mutual Funds

$170.1M

22 holdings

Common Collective Trusts

$14.0M

4 holdings

Other securities

$7.4M

5 holdings

Common Stocks

$1.4M

1 holding

Bonds / Notes

$506K

1 holding

Self-Directed Brokerage

$482K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom Index 2040 Fund - Institutional Premium Class	Mutual Funds	—	—	$21.7M	11.2%
Fidelity Investments Fidelity Freedom Index 2035 Fund - Institutional Premium Class	Mutual Funds	—	—	$20.0M	10.3%
Fidelity Investments Fidelity Freedom Index 2045 Fund - Institutional Premium Class	Mutual Funds	—	—	$19.2M	9.9%
Fidelity Investments Fidelity Freedom Index 2030 Fund - Institutional Premium Class	Mutual Funds	—	—	$18.0M	9.3%
Fidelity Investments Fidelity Freedom Index 2050 Fund - Institutional Premium Class	Mutual Funds	—	—	$15.8M	8.2%
Fidelity Investments Fidelity Freedom Index 2055 Fund - Institutional Premium Class	Mutual Funds	—	—	$13.4M	6.9%
Fidelity Investments Fidelity Freedom Index 2025 Fund - Institutional Premium Class	Mutual Funds	—	—	$11.9M	6.1%
Fidelity Investments Fidelity Blue Chip Growth K6 Fund	Mutual Funds	—	—	$11.6M	6.0%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$11.1M	5.7%
Fidelity Investments Fidelity Freedom Index 2020 Fund - Institutional Premium Class	Mutual Funds	—	—	$6.7M	3.5%
Vanguard Federal Money Market Fund Investor Shares	Mutual Funds	—	—	$6.3M	3.3%
Franklin Templeton Investments Putnam Large Cap Value Fund Class R6	Mutual Funds	—	—	$6.0M	3.1%
Fidelity Investments Fidelity Freedom Index 2060 Fund - Institutional Premium Class	Mutual Funds	—	—	$5.9M	3.1%
American Funds American Funds EUPAC R6	Mutual Funds	—	—	$4.2M	2.2%
PGIM Investments PGIM Total Return Bond Fund R6	Other securities	—	—	$3.8M	2.0%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$2.5M	1.3%
Fidelity Investments Fidelity Freedom Index 2015 Fund - Institutional Premium Class	Mutual Funds	—	—	$2.0M	1.0%
American Century Investments American Century Small Cap Value Fund R6 Class	Other securities	—	—	$1.6M	0.8%
Fidelity Investments Fidelity Freedom Index 2065 Fund - Institutional Premium Class	Mutual Funds	—	—	$1.6M	0.8%
New York Life Insurance Company New York Life Guaranteed Interest Account	Common Stocks	—	—	$1.4M	0.7%
Fidelity Investments Fidelity Total International Index Fund	Common Collective Trusts	—	—	$1.3M	0.7%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1.1M	0.5%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$1.0M	0.5%
Fidelity Investments Fidelity Freedom Index 2010 Fund - Institutional Premium Class	Mutual Funds	—	—	$1.0M	0.5%
MassMutual Mid Cap Growth Fund Class I	Other securities	—	—	$849K	0.4%
Diversified Fund Advisors DFA Emerging Markets Core Equity Portfolio Institutional Class	Mutual Funds	—	—	$835K	0.4%
Macquarie Small Cap Growth Fund Class R6	Other securities	—	—	$804K	0.4%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$561K	0.3%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$506K	0.3%
Brokerage Securities Participant-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$482K	0.2%
Cohen & Steers Cohen & Steers Real Estate Securities Fund Z	Other securities	—	—	$286K	0.1%
Invesco International Small-Mid Company Fund Class R6	Mutual Funds	—	—	$126K	<0.1%
Fidelity Investments Fidelity Freedom Index Income Fund - Institutional Premium Class	Mutual Funds	—	—	$122K	<0.1%
Fidelity Investments Fidelity Freedom Index 2070 Fund - Institutional Premium Class	Mutual Funds	—	—	$5K	<0.1%