Original filing (PDF)20251007084514NAL0002521587001

COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A.

Name: COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A. — COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A.

Form 5500

FILING_RECEIVED

COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

214

Accounts w/ balance

309

Plan assets (EOY)

$25.2M

Net assets (EOY)

$25.2M

How this plan invests

This plan

47 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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A..

Plan sponsor

Name

COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A.

EIN

59-1466615

Address

8000 SR 64 EAST · BRADENTON, FL · 34212

Phone

(941) 792-1404

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	95-2130882	COLUMBUS, OH	RECORDKEEPER	$49K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
IFP ADVISORS, INC.	59-3331424	TAMPA, FL	NONE	$51K	—

Investments

47 direct securities· $23.7M(94% of reported assets)

Other securities

$23.5M

46 holdings

Bonds / Notes

$160K

1 holding

					% of plan
Vanguard Total Stock Market Index Fund Admiral Shares Mutual funds	Other securities	—	—	$4.4M	17.4%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$2.4M	9.6%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$2.2M	8.8%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$2.2M	8.6%
Aggregate SDBA Assets Self-directed brokerage accounts	Other securities	—	—	$2.1M	8.3%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$2.0M	8.1%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$1.2M	4.7%
Fidelity Advisor Growth Opportunities Fund Class I Mutual funds	Other securities	—	—	$896K	3.6%
Columbia Dividend Income Fund Institutional 2 Class Mutual funds	Other securities	—	—	$862K	3.4%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$684K	2.7%
American Funds New Perspective Fund Class R-6 Mutual funds	Other securities	—	—	$605K	2.4%
JPMorgan Core Bond Fund R6 Mutual funds	Other securities	—	—	$463K	1.8%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$428K	1.7%
American Century Emerging Markets Fund R6 Class Mutual funds	Other securities	—	—	$412K	1.6%
PGIM Total Return Bond Fund Class R6 Mutual funds 552 PIMCO Diversified Income Fund Institutional Class Mutual funds	Other securities	—	—	$395K	1.6%
Nationwide Fixed Select Option Guaranteed interest account	Other securities	—	—	$392K	1.6%
Vanguard Small-Cap Index Fund Admiral Shares Mutual funds	Other securities	—	—	$333K	1.3%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$219K	0.9%
Vanguard Extended Market Index Fund Admiral Shares Mutual funds	Other securities	—	—	$191K	0.8%
Nationwide International Index Fund Class R6 Mutual funds	Other securities	—	—	$162K	0.6%
Participant Loans 4.25%-9.50%	Bonds / Notes	—	—	$160K	0.6%
Virtus NFJ Mid-Cap Value Fund Institutional Class Mutual funds	Other securities	—	—	$152K	0.6%
Vanguard International Growth Fund Admiral Shares Mutual funds	Other securities	—	—	$148K	0.6%
Macquarie Small Cp Value - Institutional Mutual funds	Other securities	—	—	$135K	0.5%
JPMorgan Small Cap Growth Fund Class R6 Mutual funds	Other securities	—	—	$116K	0.5%
Hartford Strategic Income Fund Class R5 Mutual funds	Other securities	—	—	$80K	0.3%
American Funds 2015 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$62K	0.2%
American Funds U.S. Government Securities Fund Class R-6 Mutual funds	Other securities	—	—	$57K	0.2%
American Century Inflation Adjusted Bond Fund R5 Class Mutual funds	Other securities	—	—	$31K	0.1%
Cohen & Steers Real Estate Securities Fund Institutional Class Mutual funds	Other securities	—	—	$31K	0.1%
American Funds 2010 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$18K	<0.1%
PIMCO Low Duration Income Fund Institutional Class Mutual funds	Other securities	—	—	$16K	<0.1%
Vanguard High Dividend Yield Index Fund Admiral Mutual funds	Other securities	—	—	$13K	<0.1%
Fidelity NASDAQ Composite Index Fund Mutual funds	Other securities	—	—	$8K	<0.1%
Aberdeen U.S. Sustainable Leaders Smaller Companies Fund Institutional Class Mutual funds	Other securities	—	—	$8K	<0.1%
Vanguard Large Cap Index Fund Admiral Shares Mutual funds	Other securities	—	—	$7K	<0.1%
Vanguard 500 Index Fund Admiral Shares Mutual funds	Other securities	—	—	$7K	<0.1%
iShares Russell Small/Mid-Cap Index Fund Class K Mutual funds	Other securities	—	—	$7K	<0.1%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual funds	Other securities	—	—	$7K	<0.1%
AMG Veritas Global Real Return I Mutual funds	Other securities	—	—	$7K	<0.1%
Fidelity Multi-Asset Index Fund Mutual funds	Other securities	—	—	$7K	<0.1%
Principal High Yield Fund Institutional Class Mutual funds	Other securities	—	—	$6K	<0.1%
Federal Government Obligations Fund Mutual funds	Other securities	—	—	$6K	<0.1%
Fidelity Advisor Technology A Mutual funds	Other securities	—	—	$4K	<0.1%
Vanguard Information Technology Index Fund Admiral Shares Mutual funds	Other securities	—	—	$2K	<0.1%
American Funds 2065 Target Date Retirement Fund Class R-6 Mutual funds	Other securities	—	—	$2K	<0.1%
Fidelity Advisor Technology Fund - Class Z Mutual funds	Other securities	—	—	$1K	<0.1%