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Original filing (PDF)20250908140334NAL0019376529001
HEALTH E SYSTEMS DBA HEALTHESYSTEMS
Form 5500
FILING_RECEIVED
HEALTHESYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
325
Accounts w/ balance
409
Plan assets (EOY)
$46.3M
Net assets (EOY)
$46.3M
How this plan invests
This plan
12 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTH E SYSTEMS DBA HEALTHESYSTEMS.
Plan sponsor
Name
HEALTH E SYSTEMS DBA HEALTHESYSTEMS
EIN
42-1571782
Address
5404 CYPRESS CENTER DRIVE · SUITE 210 · TAMPA, FL · 33609
Phone
(813) 367-1561
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRIDA, GUIDA & PEREZ, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | — | DALLAS, TX | NONE | $71K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $46K | — |
| PRIDA, GUIDA & PEREZ, P.A | — | TAMPA, FL | NONE | $16K | — |
Investments
15 direct securities · 12 pooled funds· $46.3M(100% 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.
Common Collective Trust
$32.9M
12 holdings
Uncategorized
$13.2M
14 holdings
Mutual Funds
$259K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral | — | — | — | $8.4M | 18.1% | |
| T. ROWE PRICE TARGET 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3480634 / PN 001 | Common Collective Trust | — | — | $6.2M | 13.4% | |
| T. ROWE PRICE TARGET 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3451389 / PN 001 | Common Collective Trust | — | — | $5.6M | 12.1% | |
| T. ROWE PRICE TARGET 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3466131 / PN 001 | Common Collective Trust | — | — | $5.6M | 12.1% | |
| T. ROWE PRICE TARGET 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3493620 / PN 001 | Common Collective Trust | — | — | $5.5M | 12.0% | |
| T. ROWE PRICE TARGET 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3510353 / PN 001 | Common Collective Trust | — | — | $2.5M | 5.4% | |
| T. ROWE PRICE TARGET 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3434984 / PN 001 | Common Collective Trust | — | — | $2.5M | 5.3% | |
| T. ROWE PRICE TARGET 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3529506 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.5% | |
| INVESCO STABLE VALUE CLASS B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.2% | |
| Vanguard Group Vanguard Extended MKT Index | — | — | — | $945K | 2.0% | |
| T. ROWE PRICE TARGET 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3540754 / PN 001 | Common Collective Trust | — | — | $699K | 1.5% | |
| secured by participant accounts -$0- | — | — | — | $607K | 1.3% | |
| Victory Capital Victory Sycamore EST Value R6 | — | — | — | $600K | 1.3% | |
| T. ROWE PRICE TARGET 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3417562 / PN 001 | Common Collective Trust | — | — | $575K | 1.2% | |
| T. Rowe Price T Rowe Price Small Cap Value I | — | — | — | $506K | 1.1% | |
| Hartford Mutual Funds Hartford Midcap R6 | — | — | — | $438K | 0.9% | |
| Principal Funds Principal Real EST SEC FD R6 | — | — | — | $413K | 0.9% | |
| T. ROWE PRICE TARGET 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3404014 / PN 001 | Common Collective Trust | — | — | $410K | 0.9% | |
| Vanguard Group Vanguard TTL INT Stock IND ADM | — | — | — | $350K | 0.8% | |
| Vanguard Group Vanguard Total bond Idex ADM | — | — | — | $337K | 0.7% | |
| Allspring SM Co Growth R6 | Mutual Funds | — | — | $259K | 0.6% | |
| JPMorgan Core Bond R6 | — | — | — | $233K | 0.5% | |
| T. ROWE PRICE TARGET 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1819748 / PN 001 | Common Collective Trust | — | — | $138K | 0.3% | |
| Hartford Mutual Funds Hartford International Opportunities R6 | — | — | — | $134K | 0.3% | |
| T. Rowe Price T Rowe Price Government Money | — | — | — | $115K | 0.2% | |
| Invesco Oppenheimer DVP MKT R6 | — | — | — | $75K | 0.2% | |
| Pioneer Investments Pioneer Bond K | — | — | — | $11K | <0.1% |
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