Filings through Sep 24, 2026.

Retirement plan

Traylor Porter Health Care Management, Inc. 401(k) Plan

Name: TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC. - TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC. 401(K) PLAN (2024) Form 5500
Creator: TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC. 401(K) PLAN, TRAYLOR PORTER HEALTH CARE MANAGEMENT, INC.

Traylor Porter Health Care Management, Inc.EIN 26-4227834Plan #001PY 2024

219 SOUTH 8TH STREET - OPELIKA, AL 36801334-826-1763LinkedIn201-500 employeeshospital & health care

Prospect flagsLow returnsHigh feesLow participationFund lineup: 4 funds, $4.8M

How to read this page

Total assets (EOY)

$4.8M

+18.5% from 2023

Total participants

324

+5.5% from 2023

Average account balance

$42,885

+30.2% from 2023

Annual return

10.24%

-14.12 pp from 2023

Benchmarks

See 4,141 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,141 peers

Snapshot2024

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

See the 9-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$27,318
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 401 S. TRYON STREET · CHARLOTTE, NC 28081	Advisory (Plan)	$16,751

Fund lineup

CSV with Pro

4 funds of $250K or more; 23 lines in all, holding $4.8M of the plan's $4.8M. From the 2024 filing. Recordkeeper: Empower.

In collective trusts91%median 0% for plans under $5M (6,400 plans)

In index funds7%median 17% for plans under $5M (6,400 plans)

In the main target-date series0%median 42% for plans under $5M (6,400 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust	Not yet matched	Collective trust	$1.6M	32.7%
Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust	Not yet matched	Collective trust	$1.6M	32.5%
IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust	Not yet matched	Collective trust	$960K	20.0%
IndexSelect Moderate 2055 Fund CL I Manager not matched · Collective trust	Not yet matched	Collective trust	$283K	5.9%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$171K	3.6%
Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$68K	1.4%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$43K	0.9%
Small CAP Growth Fund R6 Class American Century · Mutual fund	American Century	Mutual fund	$39K	0.8%
Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$26K	0.5%
Pgim Jennison International Opportunities Fund Class R6 Prudential (PGIM) · Mutual fund	Prudential (PGIM)	Mutual fund	$17K	0.4%

See the other 13 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2J2K2G2R3D2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$42K

$130 / participant

Contract admin$42K100.0%

% of EOY assets

0.878%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CARR RIGGS & INGRAM
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$27,318

WELLS FARGO BANK, N.A.2 years

Filed as: WELLS FARGO ADVISORS

Service code 27

401 S. TRYON STREET · CHARLOTTE, NC 28081

Advisory (Plan)

$16,751

Fund

Dollars

% of funds%

Indexselect Moderate 2035 Fund CL I

Manager not matched · Collective trust

$1.6M

32.7%

Indexselect Moderate Retire Fund CL I

Manager not matched · Collective trust

$1.6M

32.5%

IndexSelect Moderate 2045 Fund CL I

Manager not matched · Collective trust

$960K

20.0%

IndexSelect Moderate 2055 Fund CL I

Manager not matched · Collective trust

$283K

5.9%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$171K

3.6%

Fidelity International Index Fund

Fidelity (FMR) · Mutual fund

Index

$68K

1.4%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$43K

0.9%

Small CAP Growth Fund R6 Class

American Century · Mutual fund

$39K

0.8%

Fidelity Small Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$26K

0.5%

Pgim Jennison International Opportunities Fund Class R6

Prudential (PGIM) · Mutual fund

$17K

0.4%

Traylor Porter Health Care Management, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Traylor Porter Health Care Management, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion