Original filing (PDF)20251015131120NAL0002462227001

TALLAHASSEE MEMORIAL HEALTHCARE INC

Name: TALLAHASSEE MEMORIAL HEALTHCARE INC — TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: TALLAHASSEE MEMORIAL HEALTHCARE INC

Form 5500

FILING_RECEIVED

TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

49% in single holding54% employer stock

Active participants

5,337

Accounts w/ balance

4,455

Plan assets (EOY)

$193.4M

Net assets (EOY)

$193.4M

How this plan invests

This plan

29 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 (10th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TALLAHASSEE MEMORIAL HEALTHCARE INC.

Plan sponsor

Name

TALLAHASSEE MEMORIAL HEALTHCARE INC

EIN

59-1917016

Address

1623 MEDICAL DRIVE · SUITE 1 · TALLAHASSEE, FL · 32308

Phone

(850) 431-5250

Industry

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

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

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$65K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$14K	—

Investments

29 direct securities· $193.4M(100% of reported assets)

Common Stock

$104.8M

3 holdings

Other securities

$88.6M

26 holdings

					% of plan
Capital Group/American Funds AF BALANCED R6	Common Stock	—	—	$94.6M	48.9%
Registered Investment Companies Vanguard INST INDEX	Other securities	—	—	$28.6M	14.8%
Stable Value Funds * Lincoln National Life Insurance Company Lincoln Stable Value (at contract value)	Other securities	—	—	$9.5M	4.9%
Fidelity Investments FID TOTAL BOND K6	Other securities	—	—	$5.6M	2.9%
Capital Group/American Funds AF EUROPAC GROWTH R6	Common Stock	—	—	$5.4M	2.8%
Vanguard VANG MIDCAP IDX INST	Other securities	—	—	$5.2M	2.7%
John Hancock Group JH DISCPL VALUE R6	Common Stock	—	—	$4.8M	2.5%
Vanguard VANG TOT BD MKT INST	Other securities	—	—	$4.7M	2.4%
Harbor Funds HARBOR CAP APP RET	Other securities	—	—	$4.5M	2.3%
Vanguard VANG SM CAP IDX INST	Other securities	—	—	$3.7M	1.9%
T. Rowe Price TRP RET BLEND 2035 I	Other securities	—	—	$2.5M	1.3%
American Beacon ABF SM CAP VALUE R6	Other securities	—	—	$2.5M	1.3%
Janus Henderson J H ENTERPRISE N	Other securities	—	—	$2.3M	1.2%
T. Rowe Price TRP RET BLEND 2025 I	Other securities	—	—	$2.2M	1.2%
T. Rowe Price TRP RET BLEND 2040 I	Other securities	—	—	$2.2M	1.1%
T. Rowe Price TRP RET BLEND 2030 I	Other securities	—	—	$2.2M	1.1%
Fidelity Investments FID SMALL CAP GR K6	Other securities	—	—	$2.2M	1.1%
T. Rowe Price TRP RET BLEND 2045 I	Other securities	—	—	$1.4M	0.7%
Victory Sycamore VICTORY S EST VAL R6	Other securities	—	—	$1.4M	0.7%
T. Rowe Price TRP RET BLEND 2050 I	Other securities	—	—	$1.4M	0.7%
Principal PIF REAL EST SEC R6	Other securities	—	—	$1.3M	0.7%
Vanguard VANG TOT INTL STK AD	Other securities	—	—	$1.2M	0.6%
T. Rowe Price TRP RET BLEND 2020 I	Other securities	—	—	$1.1M	0.6%
Fidelity Investments FID GOVT MMKT	Other securities	—	—	$887K	0.5%
T. Rowe Price TRP RET BLEND 2055 I	Other securities	—	—	$753K	0.4%
T. Rowe Price TRP RET BLEND 2065 I	Other securities	—	—	$457K	0.2%
T. Rowe Price TRP RET BLEND 2060 I	Other securities	—	—	$397K	0.2%
T. Rowe Price TRP RET BLEND 2015 I	Other securities	—	—	$380K	0.2%
T. Rowe Price TRP RET BLEND 2005 I 863 T. Rowe Price TRP RET BLEND 2010 I	Other securities	—	—	$71K	<0.1%