Original filing (PDF)20250722120008NAL0005939170001

Peace River Center for Personal Development, Inc.

Name: Peace River Center for Personal Development, Inc. — Form 5500 Plan 004 (2024)
Creator: Peace River Center for Personal Development, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Peace River Center for Personal Development, Inc. 401(k) Plan

401(k) retirement plan · Peace River Center for Personal Development, Inc.'s Peace River Center for Personal Development, Inc. 401(k) Plan held $15.8M in plan assets for 436 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

~78 bps in Sched C fees

Active participants

436

Accounts w/ balance

439

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

People on this filing

David Tournade signed Peace River Center for Personal Development, Inc.'s 2024 Form 5500 as plan administrator.

David Tournade — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peace River Center for Personal Development, Inc.'s EIN is 59-0818924.

EIN 59-0818924

Plan number 004

Plan year 2024

ACK ID 20250722120008NAL0005939170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peace River Center for Personal Development, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peace River Center for Personal Development, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC..

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How this plan invests

This plan

48 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC.

EIN

all filings

Address

1239 E. MAIN STREET · BARTOW, FL · 33830

Phone

(863) 519-0575

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$51K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHAS P SMITH & ASSOCIATES PA CPAS	59-2030217	—	ADVISOR	$73K	—

Investments

48 direct securities· $15.8M(100% of reported assets)

Common Collective Trusts

$9.6M

26 holdings

Mutual Funds

$6.0M

21 holdings

Bonds / Notes

$175K

1 holding

					% of plan
Fidelity 500 Index	Common Collective Trusts	—	—	$3.6M	23.0%
Vanguard Information Technology Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.6M	10.0%
Fidelity Total Bond	Mutual Funds	—	—	$1.5M	9.3%
Vanguard High-Yield Corporate Fund Admiral Shares	Mutual Funds	—	—	$1.1M	7.0%
Vanguard Financials Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.0M	6.4%
Vanguard CSM DSC Index Admiral Fund	Mutual Funds	—	—	$917K	5.8%
Vanguard Healthcare Index Fund	Common Collective Trusts	—	—	$904K	5.7%
Vanguard CSM STP Index Admiral Shares	Mutual Funds	—	—	$737K	4.7%
Vanguard Short-Term Investment Growth Admiral Shares	Mutual Funds	—	—	$612K	3.9%
Vanguard Utility Index Fund Admiral Shares	Common Collective Trusts	—	—	$477K	3.0%
Fidelity Freedom IDX 2040 IPR	Common Collective Trusts	—	—	$377K	2.4%
Vanguard Small Cap Growth Index Admiral Fund	Mutual Funds	—	—	$368K	2.3%
Fidelity Government Money Market	Mutual Funds	—	—	$338K	2.1%
Fidelity Freedom IDX 2025 IPR	Common Collective Trusts	—	—	$271K	1.7%
Fidelity Freedom IDX 2035 IPR	Common Collective Trusts	—	—	$254K	1.6%
Fidelity Freedom IDX 2045 IPR	Common Collective Trusts	—	—	$212K	1.3%
Participants Participant Loans Rates from 4.25% to 9.50%, Maturities Through 2031 -	Bonds / Notes	—	—	$175K	1.1%
Vanguard 500 Index Fund Admiral Class	Common Collective Trusts	—	—	$165K	1.0%
Vanguard Growth and Income Fund Admiral Shares	Mutual Funds	—	—	$127K	0.8%
Vanguard Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$125K	0.8%
Fidelity U.S. Bond Index Fund Investor Class	Common Collective Trusts	—	—	$110K	0.7%
Fidelity Contrafund	Mutual Funds	—	—	$88K	0.6%
Pimco PIM Total RT Inst	Mutual Funds	—	—	$86K	0.5%
Vanguard Short-Term Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$75K	0.5%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$70K	0.4%
Fidelity Freedom IDX 2050 IPR	Common Collective Trusts	—	—	$68K	0.4%
Fidelity Freedom IDX 2010 IPR	Common Collective Trusts	—	—	$59K	0.4%
Fidelity Freedom IDX 2030 IPR	Common Collective Trusts	—	—	$56K	0.4%
Vanguard Health Care Index Fund Admiral Shares	Common Collective Trusts	—	—	$55K	0.3%
Fidelity International Index	Mutual Funds	—	—	$47K	0.3%
Fidelity Freedom Index Income IPR	Mutual Funds	—	—	$39K	0.2%
Vanguard Industrials Index Fund Admiral Shares	Common Collective Trusts	—	—	$29K	0.2%
Vanguard Vangaurd Small Cap Growth Fund Admiral Shares	Mutual Funds	—	—	$27K	0.2%
Fidelity Freedom IDX 2055 IPR	Common Collective Trusts	—	—	$19K	0.1%
Pimco PIM High Yield Inst	Mutual Funds	—	—	$19K	0.1%
Fidelity Freedom IDX 2060 IPR	Common Collective Trusts	—	—	$17K	0.1%
Fidelity Freedom IDX 2020 IPR	Common Collective Trusts	—	—	$16K	0.1%
Fidelity Freedom IDX 2065 IPR	Common Collective Trusts	—	—	$15K	<0.1%
Vanguard Wellesley Admiral Shares	Mutual Funds	—	—	$14K	<0.1%
Vanguard Small Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$9K	<0.1%
Fidelity Select Banking Portfolio	Mutual Funds	—	—	$7K	<0.1%
Templeton World R6	Mutual Funds	—	—	$6K	<0.1%
Vanguard Balance Index	Mutual Funds	—	—	$6K	<0.1%
Fidelity Select Consumer Staples	Mutual Funds	—	—	$5K	<0.1%
Vanguard Energy Index Fund Admiral Shares	Common Collective Trusts	—	—	$3K	<0.1%
Fidelity Select Industrials Portfolio	Mutual Funds	—	—	$2K	<0.1%
Fidelity Freedom IDX 2015 IPR	Common Collective Trusts	—	—	$2K	<0.1%
Fidelity International Growth Fund	Mutual Funds	—	—	$2K	<0.1%