Filings through Oct 24, 2026.

Retirement plan

Priority Life Care 401(k) Savings Plan

Name: PLC EMPLOYEE II LLC. - PRIORITY LIFE CARE 401K SAVINGS PLAN (2024) Form 5500
Creator: PLC EMPLOYEE II LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIORITY LIFE CARE 401K SAVINGS PLAN, PLC EMPLOYEE II LLC.

PLC Employee II LLC.EIN 84-2654243Plan #001PY 2024

PO BOX 2132 - WINTERSVILLE, OH 434520132740-792-4782

Prospect flagsLow returnsHigh feesLow participationLow assets / participantLow employer contributionLow participant contributionCorrective distributionsFew collective trustsFund lineup: 1 fund, $239K

How to read this page

Total assets (EOY)

$239K

-96.2% from 2023

Total participants

3,461

+32.4% from 2023

Average account balance

$9,952

-51.5% from 2023

Annual return

-79.28%

-105.33 pp from 2023

Benchmarks

See 1,443 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,443 peers

Snapshot2024

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Analytics

See the 6-year trajectory with Pro.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP6+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$23,167

Fund lineup

CSV with Pro

1 fund holds $239K of the plan's $239K. From the 2024 filing. Recordkeeper: Principal.

In collective trusts0%median 0% for plans under $5M (7,738 plans)

In index funds0%median 19% for plans under $5M (7,738 plans)

In the main target-date series0%median 39% for plans under $5M (7,738 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Stable Value Collective Trust Fund Morley Capital Management Principal · Stable value Stable valueRecordkeeper's own fund	Principal	Stable value	$239K	100.0%

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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

7 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$23K

$7 / participant

Contract admin$23K100.0%

% of EOY assets

9.700%

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: HAINES, ISENBARGER, & SKIBA, LLC
Auditor EIN: 522127371
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP6+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$23,167

Fund

Dollars

% of funds%

Stable Value Collective Trust Fund Morley Capital Management

Principal · Stable value

Stable valueRecordkeeper's own fund

$239K

100.0%

Priority Life Care 401(k) Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Priority Life Care 401(k) Savings 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