Original filing (PDF)20250902135037NAL0014471505001

CORPORATE FITNESS WORKS, INC.

Name: CORPORATE FITNESS WORKS, INC. — CORPORATE FITNESS WORKS, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: CORPORATE FITNESS WORKS, INC.

Form 5500

FILING_RECEIVED

CORPORATE FITNESS WORKS, INC. RETIREMENT PLAN

401(k) retirement plan

Signals · 2

1 failed disclosure27% in single holding

Active participants

150

Accounts w/ balance

265

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORPORATE FITNESS WORKS, INC..

Plan sponsor

Name

CORPORATE FITNESS WORKS, INC.

EIN

52-1563984

Address

1200 16TH ST N · ST PETERSBURG, FL · 337051033

Phone

(727) 522-2900

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

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

28 direct securities· $8.5M(99% of reported assets)

Other securities

$8.3M

26 holdings

U.S. Treasuries

$141K

1 holding

Cash / Money Market

$26K

1 holding

					% of plan
Fidelity Freedom 2035 Fund K6** Mutual fund	Other securities	—	—	$2.3M	27.0%
Fidelity Freedom 2045 Fund K6** Mutual fund	Other securities	—	—	$1.6M	18.2%
Fidelity Freedom 2050 Fund K6** Mutual fund	Other securities	—	—	$1.0M	11.9%
Fidelity Freedom 2030 Fund K6** Mutual fund	Other securities	—	—	$746K	8.7%
Fidelity Freedom 2040 Fund K6** Mutual fund	Other securities	—	—	$716K	8.4%
Fidelity Freedom 2055 Fund K6** Mutual fund	Other securities	—	—	$298K	3.5%
Fidelity Freedom 2060 Fund K6** Mutual fund	Other securities	—	—	$293K	3.4%
Fidelity Blue Chip Growth K6 Fund** Mutual fund	Other securities	—	—	$197K	2.3%
JPMorgan US Equity Fund R6 Mutual fund	Other securities	—	—	$193K	2.3%
JPMorgan Government Bond Fund R6 Mutual fund	U.S. Treasuries	—	—	$141K	1.6%
MFS Mid Cap Growth Fund R6 Mutual fund	Other securities	—	—	$116K	1.4%
Fidelity Small Cap Growth K6** Mutual fund	Other securities	—	—	$115K	1.3%
Fidelity Global EX US Index Fund** Mutual fund	Other securities	—	—	$112K	1.3%
Fidelity Freedom 2065 Fund K6** Mutual fund	Other securities	—	—	$88K	1.0%
Fidelity Small Cap Index Fund** Mutual fund	Other securities	—	—	$86K	1.0%
Allspring Special Mid Cap Value Fund R6 Mutual fund	Other securities	—	—	$84K	1.0%
Fidelity Inflation Protected Bond Index Fund** Mutual fund	Other securities	—	—	$76K	0.9%
Fidelity Total Bond K6 Fund** Mutual fund	Other securities	—	—	$62K	0.7%
Fidelity Int'l Capital Appreciation K6 Fund** Mutual fund	Other securities	—	—	$62K	0.7%
Fidelity 500 Index Fund** Mutual fund	Other securities	—	—	$59K	0.7%
Fidelity Mid Cap Index Fund** Mutual fund	Other securities	—	—	$35K	0.4%
Fidelity Government Money Market Fund Class K6** Mutual fund	Cash / Money Market	—	—	$26K	0.3%
9.50 percent -	Other securities	—	—	$25K	0.3%
Cohen & Steers Realty Shares Z Mutual fund	Other securities	—	—	$23K	0.3%
Fidelity Equity Income K6** Mutual fund	Other securities	—	—	$15K	0.2%
Fidelity Freedom 2025 Fund K6** Mutual fund	Other securities	—	—	$13K	0.2%
BlackRock Emerging Markets Fund K Mutual fund	Other securities	—	—	$8K	<0.1%
PIM RAE US Small I Mutual fund	Other securities	—	—	$2K	<0.1%