Original filing (PDF)20251009131104NAL0006631089001

FAMILY HEALTH CENTERS OF SOUTH

Name: FAMILY HEALTH CENTERS OF SOUTH — FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC., Form 5500 (2024)
Creator: FAMILY HEALTH CENTERS OF SOUTH

Form 5500

FILING_RECEIVED

FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.

401(k) retirement plan

Signals · 1

78% employer stock

Active participants

671

Accounts w/ balance

463

Plan assets (EOY)

$23.1M

Net assets (EOY)

$23.1M

How this plan invests

This plan

1 pooled trust

Schedule D

48 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAMILY HEALTH CENTERS OF SOUTH.

Plan sponsor

Name

FAMILY HEALTH CENTERS OF SOUTH

EIN

59-1741273

Address

PO BOX 1357 · FORT MYERS, FL · 339021357

Phone

(239) 278-3600

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

HSC/TUSCAN & COMPANY, PA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$3K	—

Investments

48 direct securities · 1 pooled fund· $41.2M(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.

Pooled Separate Account

$18.0M

1 holding

Common Stock

$18.0M

47 holdings

Cash / Money Market

$5.1M

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$18.0M	78.1%
MoA US Government Money Market Fund . Mutual of America GROUP ANNUITY CONTRACT	Cash / Money Market	—	—	$5.1M	21.9%
MoA Core Bond Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$2.0M	8.7%
Fidelity VIP Asset Manager Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$1.7M	7.5%
MoA Clear Passage 2045 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$1.3M	5.6%
MFS VIT III Mid Cap Value Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$1.1M	4.8%
T. Rowe Price Blue Chip Growth Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$1.1M	4.5%
MoA Clear Passage 2040 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$928K	4.0%
Vanguard VIF Diversified Value Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$877K	3.8%
PIMCO VIT Real Return Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$757K	3.3%
Fidelity VIP Equity-Income Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$711K	3.1%
MoA Clear Passage 2035 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$701K	3.0%
. Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$624K	2.7%
Calvert VP SRI Balanced Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$601K	2.6%
MoA International Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$543K	2.3%
MoA Small Cap Equity Index Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$518K	2.2%
MoA Clear Passage 2025 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$485K	2.1%
Fidelity VIP Contrafund Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$467K	2.0%
MoA Clear Passage 2020 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$422K	1.8%
Goldman Sachs VIT US Equity Insights Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$357K	1.5%
MoA Mid Cap Value Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$312K	1.3%
MoA Small Cap Value Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$262K	1.1%
MoA Small Cap Growth Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$243K	1.0%
MoA Clear Passage 2050 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$225K	1.0%
Plan Number: 002 . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$207K	0.9%
Vanguard VIF International Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$179K	0.8%
American Century Investments VP Capital Appreciation Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$130K	0.6%
MoA Retirement Income Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$129K	0.6%
Goldman Sachs VIT Small Cap Equity Insights Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$121K	0.5%
MoA Clear Passage 2055 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$108K	0.5%
MoA Clear Passage 2030 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$90K	0.4%
MoA Aggressive Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$89K	0.4%
Macquarie VIP Small Cap Value Series . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$84K	0.4%
MoA Conservative Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$83K	0.4%
American Funds Insurance Series New World Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$77K	0.3%
Fidelity VIP Mid Cap Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$72K	0.3%
DWS Capital Growth VIP . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$61K	0.3%
Neuberger Berman AMT Sustainable Equity Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$57K	0.2%
Vanguard VIF Total Bond Market Index Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$55K	0.2%
MoA All America Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$52K	0.2%
MoA Equity Index Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$47K	0.2%
MoA Intermediate Bond Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$43K	0.2%
MoA Clear Passage 2065 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$37K	0.2%
Vanguard VIF Real Estate Index Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$29K	0.1%
MoA Mid Cap Equity Index Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$22K	<0.1%
Invesco V.I. Main Street Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$21K	<0.1%
Mutual of America Interest Accumulation Account . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$17K	<0.1%
MoA Balanced Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$10K	<0.1%
MoA Moderate Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$6K	<0.1%