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Original filing (PDF)20251014122534NAL0003928688002
SOUTHERN MARYLAND HOSPITAL, INC.
Form 5500
FILING_RECEIVED
PRO FLEX PHYSICAL THERAPY 401(K) PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
173
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
How this plan invests
This plan
27 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 67% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN MARYLAND HOSPITAL, INC..
Plan sponsor
Name
SOUTHERN MARYLAND HOSPITAL, INC.
EIN
52-1157796
Address
44 CANAL CENTER PLAZA, SUITE 325 · ALEXANDRIA, VA · 22314
Phone
(571) 385-4242
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KIMBERLY F PALMISANO CPA PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R.L. COMPTON & ASSOCIATES INC | — | TOWSON, MD | CONTRACT ADMIN | $19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KIMBERLY F PALMISANO, CPA, PA | — | HUNT VALLEY, MD | AUDITOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
27 direct securities· $16.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Growth Fund of Amer R3 57,077 units | — | — | — | $4.1M | 24.9% | |
| Vanguard 500 Index Admiral 4,868 units | — | — | — | $2.6M | 16.0% | |
| Empower Aggressive Profile Fund Inv 232,538 units | — | — | — | $1.3M | 7.9% | |
| Empower Guaranteed Portfolio Fund | — | — | — | $921K | 5.6% | |
| Virtus Investments Virtus Ceredex Mid-Cap Value Equity A 65,847 units | — | — | — | $770K | 4.7% | |
| Vanguard Total Bond Market Index Admiral 72,415 units | — | — | — | $686K | 4.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2050 A 46,862 units | — | — | — | $628K | 3.8% | |
| Empower Moderate Profile Fund Inv 94,837 units | — | — | — | $598K | 3.6% | |
| Vanguard Small Cap Index Adm 4,823 units | — | — | — | $555K | 3.4% | |
| Similar Party Maturity Value Cost** Current Value American Funds American Funds EuroPacific Gr R3 10,170 units | — | — | — | $530K | 3.2% | |
| Oakmark Funds Oakmark Fund Investor Class 3,368 units | — | — | — | $513K | 3.1% | |
| Vanguard Total Intl Stock Index Admiral 14,308 units | — | — | — | $453K | 2.8% | |
| Fidelity Investments Fidelity Advisor Freedom 2045 A 29,902 units | — | — | — | $399K | 2.4% | |
| Fidelity Investments Fidelity Advisor Freedom 2040 A 20,502 units | — | — | — | $340K | 2.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2030 A 22,753 units | — | — | — | $324K | 2.0% | |
| Empower Conservative Profile Fund Inv 41,156 units | — | — | — | $305K | 1.9% | |
| Pioneer Investments Pioneer Strategic Income A 29,771 units | — | — | — | $280K | 1.7% | |
| Royce Funds Royce Small Cap Total Return Svs 30,991 units | — | — | — | $245K | 1.5% | |
| Nuveen Investments Nuveen Small Cap Select A 23,103 units | — | — | — | $243K | 1.5% | |
| Empower US Govt Securities Fund Inv 15,377 units | — | — | — | $165K | 1.0% | |
| Fidelity Investments Fidelity Advisor Freedom 2035 A 10,495 units | — | — | — | $154K | 0.9% | |
| Fidelity Investments Fidelity Advisor Freedom 2055 A 6,078 units | — | — | — | $91K | 0.6% | |
| Fidelity Investments Fidelity Advisor Freedom 2060 A 5,531 units | — | — | — | $76K | 0.5% | |
| Artisan International Artisan International Inv 2,012 units | — | — | — | $54K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2010 A 4,442 units | — | — | — | $47K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2025 A 2,914 units | — | — | — | $37K | 0.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2020 A 214 units | — | — | — | $3K | <0.1% |