Original filing (PDF)20241014150012NAL0027637697001

FPC ACQUISITION INC. DBA SONAS HOME HEALTH CARE

Name: FPC ACQUISITION INC. DBA SONAS HOME HEALTH CARE — SONAS HOME HEALTH CARE GROUP 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: FPC ACQUISITION INC. DBA SONAS HOME HEALTH CARE

Form 5500

FILING_RECEIVED

SONAS HOME HEALTH CARE GROUP 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 3

Late participant contributionsCorrective distributions issued~91 bps in Sched C fees

Active participants

922

Accounts w/ balance

335

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

How this plan invests

This plan

10 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade D

Below-average — multiple flags

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FPC ACQUISITION INC. DBA SONAS HOME HEALTH CARE.

Plan sponsor

Name

FPC ACQUISITION INC. DBA SONAS HOME HEALTH CARE

EIN

26-0327203

Address

3333 S CONGRESS AVE STE 100 · DELRAY BEACH, FL · 33445

Phone

(561) 260-5045

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AME	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$41K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGER	$15K	—

Investments

10 pooled funds· $2.4M(35% 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.

			% of plan
INDEX SELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4484368 / PN 001	Common Collective Trust	$1.6M	23.3%
INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4515825 / PN 001	Common Collective Trust	$559K	8.2%
INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4430771 / PN 001	Common Collective Trust	$113K	1.7%
INDEX SELECT AGGRESSIVE 2025 FUND C GREAT GRAY · EIN 81-4509619 / PN 001	Common Collective Trust	$93K	1.4%
INDEXSELECT MODERATE 2035 FUND CL1 GREAT GRAY · EIN 81-4393238 / PN 001	Common Collective Trust	$18K	0.3%
INDEX SELECT MODERATE 2025 FUND CL1 GREAT GRAY · EIN 81-4447624 / PN 001	Common Collective Trust	$7K	0.1%
INDEX SELECT AGGRESSIVE 2055 FUND C GREAT GRAY · EIN 81-4418048 / PN 001	Common Collective Trust	$5K	<0.1%
INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4386547 / PN 001	Common Collective Trust	$5K	<0.1%
INDEX SELECT MODERATE 2055 FUND CL1 GREAT GRAY · EIN 81-4499160 / PN 001	Common Collective Trust	$4K	<0.1%
INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4403657 / PN 001	Common Collective Trust	$1K	<0.1%