Original filing (PDF)20251015124157NAL0002425043001

TALLAHASSEE MEMORIAL HEALTHCARE, INC.

Name: TALLAHASSEE MEMORIAL HEALTHCARE, INC. — TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: TALLAHASSEE MEMORIAL HEALTHCARE, INC.

Form 5500

FILING_RECEIVED

TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

27% employer stockCorrective distributions issued

Active participants

5,356

Accounts w/ balance

2,505

Plan assets (EOY)

$175.7M

Net assets (EOY)

$175.7M

How this plan invests

This plan

31 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

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).
Bottom-decile employer contributions per participant (2nd 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

1300 MICCOSUKEE ROAD · TALLAHASSEE, FL · 32308

Phone

(850) 431-5250

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

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)

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)

2L · 403(b)(1) annuity

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$28K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$13K	—

Investments

31 direct securities· $175.7M(100% of reported assets)

Other securities

$126.1M

27 holdings

Common Stock

$47.7M

3 holdings

Bonds / Notes

$1.8M

1 holding

					% of plan
Registered Investment Companies Vanguard INST INDEX	Other securities	—	—	$42.3M	24.1%
Capital Group/American Funds AF BALANCED R6	Common Stock	—	—	$33.4M	19.0%
Stable Value Funds Lincoln National Life Insurance Company Lincoln Stable Value (at contract value)	Other securities	—	—	$15.2M	8.6%
Vanguard VANG MIDCAP IDX INST	Other securities	—	—	$8.9M	5.1%
Fidelity Investments FID TOTAL BOND K6	Other securities	—	—	$8.1M	4.6%
Capital Group/American Funds AF EUROPAC GROWTH R6	Common Stock	—	—	$7.6M	4.3%
Vanguard VANG TOT BD MKT INST	Other securities	—	—	$7.2M	4.1%
John Hancock Group JH DISCPL VALUE R6	Common Stock	—	—	$6.7M	3.8%
Vanguard VANG SM CAP IDX INST	Other securities	—	—	$6.4M	3.7%
Harbor Funds HARBOR CAP APP RET	Other securities	—	—	$4.7M	2.7%
T. Rowe Price TRP RET BLEND 2025 I	Other securities	—	—	$3.2M	1.8%
Janus Henderson J H ENTERPRISE N	Other securities	—	—	$3.2M	1.8%
American Beacon ABF SM CAP VALUE R6	Other securities	—	—	$3.1M	1.8%
T. Rowe Price TRP RET BLEND 2030 I	Other securities	—	—	$2.8M	1.6%
Fidelity Investments FID SMALL CAP GR K6	Other securities	—	—	$2.6M	1.5%
T. Rowe Price TRP RET BLEND 2045 I	Other securities	—	—	$2.4M	1.4%
T. Rowe Price TRP RET BLEND 2040 I	Other securities	—	—	$2.4M	1.4%
T. Rowe Price TRP RET BLEND 2035 I	Other securities	—	—	$2.3M	1.3%
Principal PIF REAL EST SEC R6	Other securities	—	—	$2.0M	1.1%
T. Rowe Price TRP RET BLEND 2050 I	Other securities	—	—	$2.0M	1.1%
Victory Sycamore VICTORY S EST VAL R6	Other securities	—	—	$1.9M	1.1%
Participant Notes Receivable Interest rates 4.25% - 9.67%	Bonds / Notes	—	—	$1.8M	1.1%
T. Rowe Price TRP RET BLEND 2020 I	Other securities	—	—	$1.8M	1.0%
Vanguard VANG TOT INTL STK AD	Other securities	—	—	$1.5M	0.9%
T. Rowe Price TRP RET BLEND 2055 I	Other securities	—	—	$850K	0.5%
T. Rowe Price TRP RET BLEND 2015 I	Other securities	—	—	$565K	0.3%
T. Rowe Price TRP RET BLEND 2060 I	Other securities	—	—	$334K	0.2%
T. Rowe Price TRP RET BLEND 2010 I	Other securities	—	—	$213K	0.1%
T. Rowe Price TRP RET BLEND 2065 I	Other securities	—	—	$191K	0.1%
Fidelity Investments FID GOVT MMKT	Other securities	—	—	$18K	<0.1%
T. Rowe Price TRP RET BLEND 2005 I	Other securities	—	—	$15K	<0.1%