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Original filing (PDF)20250926101057NAL0003942739001
JESSIE TRICE COMMUNITY HEALTH
Form 5500
FILING_RECEIVED
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC.
401(k) retirement plan
Active participants
447
Accounts w/ balance
299
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JESSIE TRICE COMMUNITY HEALTH.
Plan sponsor
Name
JESSIE TRICE COMMUNITY HEALTH
EIN
59-1235617
Address
5607 NW 27TH AVE · MIAMI, FL · 331422826
Phone
(305) 805-1700
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
2025-09-26
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $3K | — |
Investments
46 direct securities · 1 pooled fund· $35.0M(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
$18.2M
46 holdings
Pooled Separate Account
$16.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $16.7M | 91.7% | |
| Mutual of America 2030 Retirement Fund | — | — | — | $1.8M | 10.0% | |
| T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $1.7M | 9.2% | |
| Mutual of America Interest Accumulation Fund | — | — | — | $1.5M | 8.1% | |
| Mutual of America 2020 Retirement Fund | — | — | — | $1.5M | 8.1% | |
| Mutual of America 2040 Retirement Fund | — | — | — | $1.3M | 6.9% | |
| Mutual of America Mid Cap Equity Index Fund | — | — | — | $983K | 5.4% | |
| Mutual of America 2050 Retirement Fund | — | — | — | $859K | 4.7% | |
| Mutual of America 2035 Retirement Fund | — | — | — | $790K | 4.3% | |
| Mutual of America Equity Index Fund | — | — | — | $739K | 4.0% | |
| Mutual of America 2015 Retirement Fund | — | — | — | $733K | 4.0% | |
| Mutual of America 2025 Retirement Fund | — | — | — | $730K | 4.0% | |
| American Funds IS New World Fund | — | — | — | $706K | 3.9% | |
| American Century VP Capital Appreciation Fund | — | — | — | $542K | 3.0% | |
| Mutual of America 2045 Retirement Fund | — | — | — | $500K | 2.7% | |
| Vanguard VIF Diversified Value Portfolio | — | — | — | $467K | 2.6% | |
| Notes Receivable from Participants | — | — | — | $465K | 2.5% | |
| Fidelity VIP Contrafund Portfolio | — | — | — | $462K | 2.5% | |
| Mutual of America Moderate Allocation Fund | — | — | — | $376K | 2.1% | |
| Deutsche VSI Capital Growth VIP | — | — | — | $330K | 1.8% | |
| Vanguard VIF REIT Index Portfolio | — | — | — | $300K | 1.6% | |
| Mutual of America Aggressive Allocation Fund | — | — | — | $220K | 1.2% | |
| Mutual of America 2055 Retirement Fund | — | — | — | $169K | 0.9% | |
| Mutual of America Conservative Allocation Fund | — | — | — | $154K | 0.8% | |
| Vanguard VIF International Portfolio | — | — | — | $139K | 0.8% | |
| Fidelity VIP Equity-Income Portfolio | — | — | — | $122K | 0.7% | |
| Mutual of America Small Cap Growth Fund | — | — | — | $107K | 0.6% | |
| Fidelity VIP Mid Cap Portfolio | — | — | — | $88K | 0.5% | |
| Mutual of America Small Cap Value Fund | — | — | — | $79K | 0.4% | |
| Mutual of America Composite Fund | — | — | — | $69K | 0.4% | |
| Mutual of America Mid Cap Value Fund | — | — | — | $49K | 0.3% | |
| Goldman Sachs VIT Small Cap Equity Insights | — | — | — | $48K | 0.3% | |
| Mutual of America All American Fund | — | — | — | $42K | 0.2% | |
| Mutual of America Bond Fund | — | — | — | $41K | 0.2% | |
| Mutual of America Small Cap Equity Index Fund | — | — | — | $30K | 0.2% | |
| Mutual of America Retirement Income Fund | — | — | — | $26K | 0.1% | |
| Mutual of America 2060 Retirement Fund | — | — | — | $26K | 0.1% | |
| PIMCO VIT Real Return Portfolio | — | — | — | $25K | 0.1% | |
| Mutual of America Mid Term Bond Fund | — | — | — | $25K | 0.1% | |
| Invesco Main Street VA | — | — | — | $20K | 0.1% | |
| Goldman Sachs VIT US Equity Insights | — | — | — | $20K | 0.1% | |
| MFS VIT III Mid Cap Value Portfolio | — | — | — | $11K | <0.1% | |
| Mutual of America International Fund | — | — | — | $10K | <0.1% | |
| Mutual of America 2065 Retirement Fund | — | — | — | $8K | <0.1% | |
| Delaware VIP Small Cap Value Series | — | — | — | $4K | <0.1% | |
| Fidelity VIP Asset Manager Portfolio | — | — | — | $3K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio | — | — | — | $2K | <0.1% |