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Original filing (PDF)20251230100706NAL0010910579001
FIRST COAST CARDIOVASCULAR INSTITUTE
Form 5500
FILING_RECEIVED
FIRST COAST CARDIOVASCULAR INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 1.5 moNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
145
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
94
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST COAST CARDIOVASCULAR INSTITUTE.
Plan sponsor
Name
FIRST COAST CARDIOVASCULAR INSTITUTE
EIN
47-0854466
Address
7011 AC SKINNER PARKWAY · JACKSONVILLE, FL · 32256
Phone
(904) 493-3333
Industry
Other Services (ex. Public Admin)see 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
2025-12-30
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NESTEGGS RETIREMENT PLAN SVCS, INC. | 59-3664112 | JACKSONVILLE, FL | N/A | $36K | — |
Investments
35 direct securities · 1 pooled fund· $5.1M(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
$5.1M
35 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA US Core Equity 2 Port Instl Fund | — | — | — | $1.1M | 22.0% | |
| DFA Global Core Plus Fixed Income Inst Fund | — | — | — | $478K | 9.5% | |
| Charles Scwab Trust Bank Schwab Bank Savings Acount | — | — | — | $413K | 8.2% | |
| Vanguard 500 Index Fund | — | — | — | $360K | 7.1% | |
| Vanguard Life Strategy Growth Fund | — | — | — | $298K | 5.9% | |
| DFA US Vector Equity Port Instl Fund | — | — | — | $278K | 5.5% | |
| DFA US High Relative Profit Prt Inst Fund | — | — | — | $275K | 5.4% | |
| DFA Intl Core Equity Port Instl Fund | — | — | — | $254K | 5.0% | |
| DFA Investment Grade Port Instl Fund | — | — | — | $234K | 4.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $144K | 2.8% | |
| Vanguard Target Retirement 2065 Fund ** 665 Vanguard Total Bond Market Index Admiral Fund ** 163 Vanguard Total Stock Market Inxdex Admiral Fund | — | — | — | $119K | 2.4% | |
| Vanguard Info Tech Index Admiral Fund | — | — | — | $97K | 1.9% | |
| Vanguard Financials Index Admiral Fund | — | — | — | $91K | 1.8% | |
| DFA Emerging Markets Core Equity Port Instl Fund | — | — | — | $89K | 1.8% | |
| DFA Emerging Markets Value Port Instl Fund | — | — | — | $88K | 1.7% | |
| DFA Intl Vector Equity Port Inst Fund | — | — | — | $85K | 1.7% | |
| DFA Intl High Profitabilitiy Port Inst Fund | — | — | — | $83K | 1.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $76K | 1.5% | |
| DFA US Large Co Port Inst Fund | — | — | — | $62K | 1.2% | |
| Vanguard Utilities Index Admiral Fund ** 396 Vanguard Value Index Admiral Fund | — | — | — | $55K | 1.1% | |
| DFA Targeted Credit Instl Fund | — | — | — | $46K | 0.9% | |
| Vanguard Consumer Discret Index Admiral Fund | — | — | — | $46K | 0.9% | |
| DFA Global Real Estate Sec Port Inst Fund | — | — | — | $44K | 0.9% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $43K | 0.8% | |
| Vanguard Interm Term Bond Index Admiral Fund | — | — | — | $37K | 0.7% | |
| DFA Five Year Global Fixed Inc. Port Instl Fund | — | — | — | $32K | 0.6% | |
| Vanguard Intl Growth Admiral Fund ** 508 Vanguard Life Strategy Moderate Growth Fund | — | — | — | $25K | 0.5% | |
| Vanguard Mid Cap Index Admiral Fund ** 167 Vanguard Small Cap Growth Index Admiral Fund | — | — | — | $25K | 0.5% | |
| Columbia Strategic Income Inst Fund | — | — | — | $19K | 0.4% | |
| Vanguard Small Cap Value Index Admiral Fund | — | — | — | $15K | 0.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $11K | 0.2% | |
| Fidelity Adv Equity Growth Fund | — | — | — | $9K | 0.2% | |
| Vanguard US Growth Admiral Fund | — | — | — | $6K | 0.1% | |
| Vanguard Growth Index Admiral Fund | — | — | — | $2K | <0.1% | |
| Vanguard Growth & Income Admiral Fund | — | — | — | $2K | <0.1% | |
| MORLEY STABLE VALUE I UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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