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Original filing (PDF)20251010092346NAL0012219056001
ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION
Form 5500
FILING_RECEIVED
ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
376
Accounts w/ balance
410
Plan assets (EOY)
$332.7M
Net assets (EOY)
$332.7M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION.
Plan sponsor
Name
ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION
EIN
33-0562468
Address
200 W CENTER ST. PROMENADE, STE 800 · ANAHEIM, CA · 92805
Phone
(714) 347-7618
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $205K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | 95-4345526 | — | AUDITOR | $7K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP. LLC | — | IRVINE, CA | NONE | $18K | — |
| KRAVITZ, LLC | 82-3719843 | — | NONE | $14K | — |
Investments
45 direct securities · 1 pooled fund· $332.2M(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.
Uncategorized
$316.8M
45 holdings
Common Collective Trust
$15.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $60.9M | 18.3% | |
| Fully benefit-responsive investment contract * Empower Investments Fixed Account - Series IV Guaranteed Interest Contract | — | — | — | $30.0M | 9.0% | |
| Empower Self-Directed Brokerage Accounts Various | — | — | — | $23.2M | 7.0% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $20.0M | 6.0% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $18.4M | 5.5% | |
| DOUBLELINE CORE PLUS FIX IN 1 DOUBLELINE FUNDS · EIN 90-6169542 / PN 000 | Common Collective Trust | — | — | $15.4M | 4.6% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $14.2M | 4.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $12.3M | 3.7% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $11.9M | 3.6% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $9.9M | 3.0% | |
| American Funds New World Fund Mutual Fund | — | — | — | $9.5M | 2.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $9.0M | 2.7% | |
| Empower International Value Fund Mutual Fund | — | — | — | $8.8M | 2.6% | |
| American Funds 2035 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $7.8M | 2.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $6.7M | 2.0% | |
| State Street Global All Cap Equity ex-U.S. Fund Mutual Fund | — | — | — | $6.0M | 1.8% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $6.0M | 1.8% | |
| JPMorgan U.S. Equity Fund Mutual Fund | — | — | — | $6.0M | 1.8% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $5.3M | 1.6% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $5.1M | 1.5% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | — | — | — | $5.0M | 1.5% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $4.8M | 1.4% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $4.4M | 1.3% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $3.9M | 1.2% | |
| American Funds American Balanced Fund Mutual Fund | — | — | — | $3.8M | 1.1% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | — | — | — | $3.3M | 1.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $2.9M | 0.9% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $2.8M | 0.8% | |
| American Funds 2040 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $2.6M | 0.8% | |
| American Funds 2030 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $1.9M | 0.6% | |
| American Funds 2050 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $1.7M | 0.5% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.5M | 0.5% | |
| T. Rowe Price International Discovery Fund Mutual Fund | — | — | — | $1.4M | 0.4% | |
| American Funds 2045 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $1.4M | 0.4% | |
| American Funds 2020 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $1.1M | 0.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $1.0M | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $805K | 0.2% | |
| American Funds 2025 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $433K | 0.1% | |
| American Funds 2055 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $295K | <0.1% | |
| American Funds Washington Mutual Fund Mutual Fund | — | — | — | $277K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $151K | <0.1% | |
| Parnassus Core Equity Fund Mutual Fund | — | — | — | $143K | <0.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $137K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $126K | <0.1% | |
| Vangaurd Target Retirement 2070 Fund Mutual Fund | — | — | — | $67K | <0.1% | |
| Investments American Funds 2010 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $1K | <0.1% |