How big is South County Mental Health Center's plan?

South County Mental Health Center's plan reported $6.0M in assets and 178 participants for 2023.

Original filing (PDF)20250715090614NAL0001910593001

South County Mental Health Center

Name: South County Mental Health Center — Scmhc 401(k), Form 5500 (2023)
Creator: South County Mental Health Center
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Scmhc 401(k) Plan

401(k) retirement plan · South County Mental Health Center's Scmhc 401(k) Plan held $6.0M in plan assets for 178 participants in 2023, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions35% in single holdingCorrective distributions issued

Active participants

178

Accounts w/ balance

136

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Joseph Speicher signed South County Mental Health Center's 2023 Form 5500 as plan administrator.

Joseph Speicher — 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

South County Mental Health Center's EIN is 59-1519622.

EIN 59-1519622

Plan number 001

Plan year 2023

ACK ID 20250715090614NAL0001910593001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for South County Mental Health Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

South County Mental Health Center'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 SOUTH COUNTY MENTAL HEALTH CENTER.

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How this plan invests

This plan

23 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 92K (16% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

SOUTH COUNTY MENTAL HEALTH CENTER

EIN

all filings

Address

16158 SOUTH MILITARY TRAIL · DELRAY BEACH, FL · 33484

Phone

(561) 637-7404

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

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/ADVIS.	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$47	—

Investments

23 direct securities· $5.5M(92% of reported assets)

Mutual Funds

$5.2M

15 holdings

Other securities

$210K

5 holdings

Common Collective Trusts

$152K

3 holdings

					% of plan
s * Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$2.0M	34.1%
Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$714K	11.9%
Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$687K	11.5%
Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$511K	8.5%
Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$504K	8.4%
Fidelity Freedom 2010 Fund	Mutual Funds	—	—	$218K	3.6%
Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$207K	3.5%
Money Market Funds * Fidelity Government Money Market Fund	Mutual Funds	—	—	$139K	2.3%
DWS Core Equity Fund Class R-6	Other securities	—	—	$132K	2.2%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$131K	2.2%
Loomis Sayles Investment Grade Bond N	Other securities	—	—	$70K	1.2%
Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$67K	1.1%
Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$53K	0.9%
Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$22K	0.4%
Fidelity International Index Fund	Common Collective Trusts	—	—	$18K	0.3%
American Funds Mutual Fund Class R-6	Mutual Funds	—	—	$6K	<0.1%
Fidelity Global EX US Index	Mutual Funds	—	—	$5K	<0.1%
American Century Inflation Adjusted Bond Fund R6	Other securities	—	—	$5K	<0.1%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$4K	<0.1%
American Funds New Perspective Fund Class R-6	Mutual Funds	—	—	$2K	<0.1%
American Funds EuroPacific Growth Fund R6	Mutual Funds	—	—	$2K	<0.1%
Delaware Ivy Mid Cap Growth Fund Class R6	Other securities	—	—	$1K	<0.1%
Pioneer Disciplined Value Fund Class Y	Other securities	—	—	$1K	<0.1%