Original filing (PDF)20250926142604NAL0008650481001

CENTRAL FLORIDA PULMONARY GROUP, P.A.

Name: CENTRAL FLORIDA PULMONARY GROUP, P.A. — 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA, Form 5500 (2024)
Creator: CENTRAL FLORIDA PULMONARY GROUP, P.A.

Form 5500

FILING_RECEIVED

401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA

401(k) retirement plan

Signals · 2

29% in single holding65% employer stock

Active participants

101

Accounts w/ balance

141

Plan assets (EOY)

$19.8M

Net assets (EOY)

$19.8M

How this plan invests

This plan

52 pooled trusts

Schedule D

3 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL FLORIDA PULMONARY GROUP, P.A..

Plan sponsor

Name

CENTRAL FLORIDA PULMONARY GROUP, P.A.

EIN

59-1760017

Address

326 NORTH MILLS AVENUE · ORLANDO, FL · 32803

Phone

(407) 841-1100

Industry

Offices of Physicians· 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

2025-09-26

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$918	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC (USA)	95-2755361	—	RIA	$4K	—

Investments

3 direct securities · 52 pooled funds· $19.7M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$18.3M

52 holdings

Other securities

$1.4M

2 holdings

Common Stock

$25K

1 holding

					% of plan
JH LIFESTYLE BLEND BALANCED JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$5.8M	29.0%
JH LIFESTYLE BLEND GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$5.1M	25.9%
AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2.7M	13.8%
Charles Schwab	Other securities	—	—	$1.1M	5.6%
VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$437K	2.2%
VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$397K	2.0%
JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$381K	1.9%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$373K	1.9%
JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$328K	1.7%
WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$315K	1.6%
MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$282K	1.4%
FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$275K	1.4%
maturities through August 2029	Other securities	—	—	$258K	1.3%
VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$223K	1.1%
SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$219K	1.1%
PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$158K	0.8%
VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$151K	0.8%
VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$111K	0.6%
VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$101K	0.5%
VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$96K	0.5%
VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$88K	0.4%
TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$71K	0.4%
VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$61K	0.3%
VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$59K	0.3%
VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$51K	0.3%
VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$50K	0.3%
SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$49K	0.2%
INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$47K	0.2%
TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$46K	0.2%
FRANKLIN SMALL-MID GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$43K	0.2%
T. ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$34K	0.2%
SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$34K	0.2%
LORD ABBETT VALUE OPPS FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$27K	0.1%
John Hancock Life Ins. Co. International Small Cap Fund	Common Stock	—	—	$25K	0.1%
TEMPLETON FOREIGN SMALLER CO JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$25K	0.1%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$21K	0.1%
SPROTT GOLD EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$19K	<0.1%
FIDELITY ADV NEW INSIGHTS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$18K	<0.1%
VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$15K	<0.1%
T. ROWE PRICE NEW ERA FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$12K	<0.1%
VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$9K	<0.1%
FIDELITY CONTRAFUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$7K	<0.1%
MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$7K	<0.1%
MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$6K	<0.1%
JOHN HANCOCK HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$6K	<0.1%
T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$4K	<0.1%
AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$3K	<0.1%
T. ROWE PRICE SPECTRUM INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$701	<0.1%
BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$605	<0.1%
T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$223	<0.1%