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Original filing (PDF)20251006085047NAL0006074864001
FLORIDA PHYSICIAN SPECIALISTS, LLC.
Form 5500
FILING_RECEIVED
FPS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
176
Accounts w/ balance
247
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
41 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 FLORIDA PHYSICIAN SPECIALISTS, LLC..
Plan sponsor
Name
FLORIDA PHYSICIAN SPECIALISTS, LLC.
EIN
46-0772206
Address
7017 A.C. SKINNER PARKWAY · JACKSONVILLE, FL · 32256
Phone
(904) 355-6584
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-06
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOWARD & COMPANY, CPAS, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| MAI CAPITAL MANAGEMENT, LLC | 61-1495162 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
| PENSION SOLUTIONS, INC | 73-1521434 | — | CONTRACT ADMINISTRATOR | $7K | — |
Investments
40 direct securities · 13 pooled funds· $34.4M(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.
Uncategorized
$25.3M
40 holdings
Common Collective Trust
$8.6M
12 holdings
Pooled Separate Account
$482K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | $0 | $4.1M | 15.1% | |
| Fidelity Investments | — | — | $0 | $3.7M | 13.6% | |
| Vanguard Group | — | — | $0 | $1.8M | 6.7% | |
| Principal Global Investors Trust Co | — | — | $0 | $1.3M | 4.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 4.9% | |
| Principal Global Investors Trust Co | — | — | $0 | $1.3M | 4.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| Principal Global Investors Trust Co | — | — | $0 | $1.3M | 4.7% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| Fidelity Investments | — | — | $0 | $1.2M | 4.3% | |
| Principal Global Investors Trust Co | — | — | $0 | $1.1M | 4.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| Principal Global Investors Trust Co | — | — | $0 | $1.0M | 3.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.0M | 3.9% | |
| Principal Global Investors Trust Co | — | — | $0 | $996K | 3.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $996K | 3.7% | |
| Fidelity Investments | — | — | $0 | $944K | 3.5% | |
| Fidelity Investments | — | — | $0 | $733K | 2.7% | |
| Fidelity Investments | — | — | $0 | $608K | 2.3% | |
| Vanguard Group | — | — | $0 | $529K | 2.0% | |
| Fidelity Investments | — | — | $0 | $523K | 1.9% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $0 | $482K | 1.8% | |
| Principal Global Investors Trust Co | — | — | $0 | $450K | 1.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $450K | 1.7% | |
| Fidelity Investments | — | — | $0 | $430K | 1.6% | |
| Principal Global Investors Trust Co | — | — | $0 | $387K | 1.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $387K | 1.4% | |
| Vanguard Group | — | — | $0 | $332K | 1.2% | |
| Principal Global Investors Trust Co | — | — | $0 | $318K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $318K | 1.2% | |
| Principal Global Investors Trust Co | — | — | $0 | $316K | 1.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $316K | 1.2% | |
| Vanguard Group | — | — | $0 | $287K | 1.1% | |
| Fidelity Investments | — | — | $0 | $281K | 1.0% | |
| Vanguard Group | — | — | $0 | $244K | 0.9% | |
| The Principal | — | — | $0 | $239K | 0.9% | |
| Participant loans | — | — | $0 | $177K | 0.7% | |
| Fidelity Investments | — | — | $0 | $162K | 0.6% | |
| Fidelity Investments | — | — | $0 | $159K | 0.6% | |
| Principal Global Investors Trust Co | — | — | $0 | $105K | 0.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $105K | 0.4% | |
| Vanguard Group | — | — | $0 | $91K | 0.3% | |
| Vanguard Group | — | — | $0 | $77K | 0.3% | |
| Vanguard Group | — | — | $0 | $64K | 0.2% | |
| Vanguard Group | — | — | $0 | $55K | 0.2% | |
| American Funds | — | — | $0 | $46K | 0.2% | |
| Principal Global Investors Trust Co | — | — | $0 | $21K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $21K | <0.1% | |
| Vanguard Group | — | — | $0 | $19K | <0.1% | |
| Vanguard Group | — | — | $0 | $17K | <0.1% | |
| Vanguard Group | — | — | $0 | $12K | <0.1% | |
| Vanguard Group | — | — | $0 | $654 | <0.1% | |
| Fidelity Investments | — | — | $0 | $246 | <0.1% |
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