Original filing (PDF)20251015082818NAL0004339393001

Florida Proton Therapy Institute, Inc.

Name: Florida Proton Therapy Institute, Inc. — Form 5500 Plan 001 (2024)
Creator: Florida Proton Therapy Institute, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Florida Proton Therapy Institute, Inc. 401(k) Plan

401(k) retirement plan · Florida Proton Therapy Institute, Inc.'s Florida Proton Therapy Institute, Inc. 401(k) Plan held $11.7M in plan assets for 131 participants in 2024, with Voya as recordkeeper.

Active participants

131

Accounts w/ balance

190

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

Helping the score

Below-peer total plan cost (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLORIDA PROTON THERAPY INSTITUTE, INC..

Plan sponsor

Name

FLORIDA PROTON THERAPY INSTITUTE, INC.

EIN

01-0554709all filings

Address

2015 NORTH JEFFERSON STREET · JACKSONVILLE, FL · 32206

Phone

(904) 588-1433

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	HARTFORD, CT	INV AD/SVC PROV	$4K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT	36-4317381	CHICAGO, IL	NA	$0	—

Investments

39 direct securities · 1 pooled fund· $23.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$11.3M

1 holding

Mutual Funds

$7.9M

24 holdings

Pooled Separate Accounts

$1.4M

1 holding

Other securities

$1.3M

8 holdings

Common Collective Trusts

$686K

4 holdings

Insurance Contracts

$459K

1 holding

Common Stocks

$37K

1 holding

					% of plan
SEPARATE ACCOUNT D VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$11.3M	96.1%
Putnam Investments Putnam Dynmc Asst All Grw F R6	Pooled Separate Accounts	—	—	$1.4M	11.7%
Vanguard Vangrd Trgt Retire 2030 Fd Inv	Mutual Funds	—	—	$1.2M	10.0%
Vanguard Vangrd Trgt Retire 2040 Fd Inv	Mutual Funds	—	—	$982K	8.4%
Putnam Investments Putnam Dynmc Asst All Bal F R6	Mutual Funds	—	—	$814K	6.9%
Vanguard Vangrd Trgt Retire 2035 Fd Inv	Mutual Funds	—	—	$798K	6.8%
Vanguard Vangrd Trgt Retire 2045 Fd Inv	Mutual Funds	—	—	$773K	6.6%
JP Morgan Investments JPMorgan Lrg Cp Growth Fnd R6	Other securities	—	—	$748K	6.4%
Vanguard Vangrd Trgt Retire 2050 Fd Inv	Mutual Funds	—	—	$532K	4.5%
* Voya Retirement Insurance and Annuity Company Voya Fixed Account	Insurance Contracts	—	—	$459K	3.9%
Vanguard Trgt Retire Income Fnd Inv	Mutual Funds	—	—	$434K	3.7%
Vanguard Vangrd Trgt Retire 2020 Fd Inv	Mutual Funds	—	—	$372K	3.2%
Putnam Investments Putnam Dynmc Asst All Con F R6	Mutual Funds	—	—	$362K	3.1%
Vanguard Vangrd Trgt Retire 2025 Fd Inv	Mutual Funds	—	—	$277K	2.4%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$271K	2.3%
MFS Mid Cap Growth Fund	Mutual Funds	—	—	$255K	2.2%
Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$183K	1.6%
Vanguard Vangrd Small-Cap Index Fnd Adm	Mutual Funds	—	—	$176K	1.5%
JP Morgan Investments JPMorgan US Equity Fund R6	Other securities	—	—	$155K	1.3%
Capital Group American Funds American Funds Nw Prspctv R6	Mutual Funds	—	—	$150K	1.3%
Vanguard Vangrd Trgt Retire 2065 Fnd Inv	Mutual Funds	—	—	$134K	1.1%
JP Morgan Investments JPMorgan Equity Income Fund R6	Other securities	—	—	$133K	1.1%
Vanguard Vangrd Mid-Cap Index Fund Adm	Common Collective Trusts	—	—	$119K	1.0%
Fidelity Total International Index Fund	Common Collective Trusts	—	—	$112K	1.0%
Capital Group American Funds American Funds Am Balanced R6	Mutual Funds	—	—	$111K	0.9%
Vanguard Trgt Putnam Retire 2060 Fnd Inv	Mutual Funds	—	—	$108K	0.9%
Vanguard Vangrd Trgt Retire 2055 Fd Inv	Mutual Funds	—	—	$107K	0.9%
Dodge & Cox Dodge & Cox Stock Fund X	Mutual Funds	—	—	$105K	0.9%
Prudential High Yield Fund Q	Other securities	—	—	$98K	0.8%
Capital Group American Funds American Funds Bond Fd Am R6	Mutual Funds	—	—	$60K	0.5%
Sycamore Capital Victory Sycmr Est Vl Fd R6	Other securities	—	—	$59K	0.5%
Capital Group American Funds American Funds Cap In Bld R6	Mutual Funds	—	—	$51K	0.4%
Victory Capital Management Victory Trivalent International Small-Cap Fund	Other securities	—	—	$50K	0.4%
ClearBridge Small Cap Growth Fund	Other securities	—	—	$42K	0.4%
Dimensional DFA Infl-Prot Sec Port Ins	Mutual Funds	—	—	$39K	0.3%
MFS International Growth Fund R6	Mutual Funds	—	—	$38K	0.3%
Voya Retirement Insurance and Annuity Company Voya Gv Mny Mkt F A (Hld Acct)	Common Stocks	—	—	$37K	0.3%
Dimensional DFA Global Real Est Sec Pt Ins	Mutual Funds	—	—	$24K	0.2%
American Beacon AmBcn Small Cap Value Fund Ins	Other securities	—	—	$16K	0.1%
PIMCO Income Fund Inst	Mutual Funds	—	—	$13K	0.1%