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Original filing (PDF)20251008050538NAL0003044211001
HEALTHCARE CODING & CONSULTING S
Form 5500
FILING_RECEIVED
HCCS 401(K) PLAN
401(k) retirement plan
Active participants
260
Accounts w/ balance
141
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHCARE CODING & CONSULTING S.
Plan sponsor
Name
HEALTHCARE CODING & CONSULTING S
EIN
20-4622106
Address
113 EL DORADO PKWY WEST · CAPE CORAL, FL · 33914
Phone
(239) 443-3900
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| CAPITAL GROUP RETIREMENT PLAN SERVI | 86-0206507 | — | RECORDKEEPER | $11K | — |
Investments
21 direct securities · 2 pooled funds· $3.8M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$3.8M
21 holdings
Common Collective Trust
$10K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRI REAL ESTATE SECURITIES R6 145 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $909K | 23.2% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $604K | 15.4% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $542K | 13.8% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $460K | 11.7% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $356K | 9.1% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $354K | 9.0% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $246K | 6.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $87K | 2.2% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $65K | 1.6% | |
| ISHARES MSCI EAFE INTL INDEX K 73 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $60K | 1.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $40K | 1.0% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $23K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $20K | 0.5% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $12K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $10K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $5K | 0.1% | |
| FID FREEDOM INDEX 2010 PREMIER 654 REGISTERED INVESTMENT COMPANY GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD MID CAP INDEX - ADM 162 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| ED MAGIC 95 STABLE VALUE FUND KEYBANK, NA (ED MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
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