Filings through Oct 24, 2026.

Retirement plan

Elkhart Clinic, LLC Employees' Profit Sharing Plan

Name: PRIVIA MEDICAL GROUP INDIANA, LLC - ELKHART CLINIC, LLC EMPLOYEES' PROFIT SHARING PLAN (2025) Form 5500
Creator: PRIVIA MEDICAL GROUP INDIANA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELKHART CLINIC, LLC EMPLOYEES' PROFIT SHARING PLAN, PRIVIA MEDICAL GROUP INDIANA, LLC

Privia Medical Group Indiana, LLCEIN 35-1911857Plan #002PY 2025Filed Oct 13, 2026

303 S NAPPANEE ST - ELKHART, IN 465142066574-296-3216

Prospect flagsNo flags trippedFund lineup: 24 funds, $60.5M

How to read this page

Total assets (EOY)

$74.8M

+11.4% from 2024

Total participants

378

-5.3% from 2024

Average account balance

$200,062

+16.7% from 2024

Annual return

14.50%

+1.54 pp from 2024

Benchmarks

See 4,075 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,075 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$70,714
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381	Advisory (Participants)	$0
WILSHIRE ASSOCIATES INCORPORATED3 years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Fund lineup

CSV with Pro

24 funds of $250K or more; 23 lines in all, holding $60.5M of the plan's $67.2M. From the 2024 filing. Recordkeeper: Principal.

In collective trusts11%median 0% for plans of $50M to $250M (10,699 plans)

In index funds15%median 25% for plans of $50M to $250M (10,699 plans)

In the main target-date series10%median 36% for plans of $50M to $250M (10,699 plans)

Employer stockNo

Target-date series: Principal LifeTime, other, 10% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
American Balanced Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$10.0M	16.5%
Morley Value Stable Fund Principal · Collective trust Recordkeeper's own fund	Principal	Collective trust	$6.6M	10.9%
Principal LifeTime Principal · Insurance contract Target-date, 6 vintagesRecordkeeper's own fund	Principal	Insurance contract	$6.2M	10.3%
Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund	Principal	Insurance contract	$6.1M	10.1%
Principal Large-Cap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$3.8M	6.3%
NEW Perspective Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$3.6M	6.0%
JPMorgan U.S. Equity Fund JPMorgan · Mutual fund	JPMorgan	Mutual fund	$3.2M	5.3%
Vanguard U.S. Growth Fund Vanguard · Mutual fund	Vanguard	Mutual fund	$3.1M	5.2%
Principal LifeTime Strategic Income Fund Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$2.8M	4.5%
Date, Rate of Interest, Par or Maturity Value Cost Value Mutual Funds: V Manager not matched · Mutual fund	Not yet matched	Mutual fund	$2.1M	3.5%

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 codes2E2F2G2J2K2R2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$71K

$263 / participant

Contract admin$71K100.0%

% of EOY assets

0.095%

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: KRUGGEL LAWTON & COMPANY, LLC
Auditor EIN: 351307701
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP11+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$70,714

MORNINGSTAR2 years

Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L

Service code 26 · EIN 36-4317381

Advisory (Participants)

WILSHIRE ASSOCIATES INCORPORATED3 years

Filed as: WILSHIRE ADVISORS LLC

Service code 27 · EIN 95-2755361

Advisory (Plan)

Fund

Dollars

% of funds%

American Balanced Fund Class R-6

Capital Group · Mutual fund

$10.0M

16.5%

Morley Value Stable Fund

Principal · Collective trust

Recordkeeper's own fund

$6.6M

10.9%

Principal LifeTime

Principal · Insurance contract

Target-date, 6 vintagesRecordkeeper's own fund

$6.2M

10.3%

Principal Large Cap S&P 500 Index

Principal · Insurance contract

IndexRecordkeeper's own fund

$6.1M

10.1%

Principal Large-Cap Growth I Separate Account

Principal · Insurance contract

Recordkeeper's own fund

$3.8M

6.3%

NEW Perspective Fund Class R-6

Capital Group · Mutual fund

$3.6M

6.0%

JPMorgan U.S. Equity Fund

JPMorgan · Mutual fund

$3.2M

5.3%

Vanguard U.S. Growth Fund

Vanguard · Mutual fund

$3.1M

5.2%

Principal LifeTime Strategic Income Fund

Principal · Insurance contract

Recordkeeper's own fund

$2.8M

4.5%

Date, Rate of Interest, Par or Maturity Value Cost Value Mutual Funds: V

Manager not matched · Mutual fund

$2.1M

3.5%

Elkhart Clinic, LLC Employees' Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Elkhart Clinic, LLC Employees' Profit Sharing 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