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Original filing (PDF)20251122041940NAL0010996960001
PAVILION HEALTH SERVICES, INC.
Form 5500
FILING_RECEIVED
PAVILION HEALTH SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.2 mo
Active participants
2,214
Accounts w/ balance
2,886
Plan assets (EOY)
$143.0M
Net assets (EOY)
$143.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
99
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.2 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAVILION HEALTH SERVICES, INC..
Plan sponsor
Name
PAVILION HEALTH SERVICES, INC.
EIN
59-2059710
Address
841 PRUDENTIAL DRIVE, SUITE 640 · JACKSONVILLE, FL · 32207
Phone
(904) 202-4478
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
2025-11-22
Pension benefit codes
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $142K | — |
Investments
31 direct securities · 1 pooled fund· $198.1M(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.
Uncategorized
$136.7M
30 holdings
Common Collective Trust
$56.2M
1 holding
Mutual Funds
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS TRGT RET INC V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $56.2M | 39.3% | |
| Fidelity Investments 500 Index Instl Prem | — | — | — | $29.4M | 20.6% | |
| Fully Benefit-Responsive Guaranteed Investment Contract * VALIC Fixed-interest Account | — | — | — | $12.0M | 8.4% | |
| State Street Global Advisors State Street Target Retirement 2040 CL V | — | — | — | $10.6M | 7.4% | |
| State Street Global Advisors State Street Target Retirement 2035 CL V | — | — | — | $10.3M | 7.2% | |
| State Street Global Advisors State Street Target Retirement 2045 CL V | — | — | — | $8.2M | 5.7% | |
| State Street Global Advisors State Street Target Retirement 2050 CL V | — | — | — | $6.9M | 4.9% | |
| Fidelity Investments Global Ex US Ind Inst | — | — | — | $6.1M | 4.3% | |
| Fidelity Investments Ext Mkt Ind Inst Prem | — | — | — | $5.8M | 4.1% | |
| Dodge & Cox Income X | — | — | — | $5.2M | 3.7% | |
| American Century Funds American Growth R6 | Mutual Funds | — | — | $5.1M | 3.6% | |
| State Street Global Advisors State Street Target Retirement 2030 CL V | — | — | — | $5.1M | 3.6% | |
| State Street Global Advisors State Street Target Retirement 2025 CL V | — | — | — | $5.0M | 3.5% | |
| State Street Global Advisors State Street Target Retirement 2055 CL V | — | — | — | $4.9M | 3.4% | |
| American Funds American EuroPacific Growth R6 | — | — | — | $2.9M | 2.0% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Mutual funds | — | — | — | $2.8M | 1.9% | |
| Dimensional Fund Advisors Global Equity I | — | — | — | $2.2M | 1.5% | |
| Goldman Sachs Small Cap Val In Inv | — | — | — | $2.2M | 1.5% | |
| to 9.5% with maturity through 2037 | — | — | — | $2.0M | 1.4% | |
| American Funds American Mutual R6 | — | — | — | $1.9M | 1.3% | |
| American Funds American Balanced R6 | — | — | — | $1.8M | 1.3% | |
| JP Morgan Asset Management Mid Cap Growth R6 | — | — | — | $1.8M | 1.3% | |
| Collective Investment Trusts State Street Global Advisors State Street Target Retirement 2020 CL V | — | — | — | $1.7M | 1.2% | |
| State Street Global Advisors State Street Target Retirement 2060 CL V | — | — | — | $1.6M | 1.1% | |
| Vanguard Group Federal Money Market Inv | — | — | — | $1.6M | 1.1% | |
| State Street Global Advisors State Street Target Retirement Inc CL V | — | — | — | $1.5M | 1.0% | |
| Wasatch Funds Ultra Growth Institutional | — | — | — | $1.1M | 0.8% | |
| Victory Capital Sycamore Established Value R | — | — | — | $837K | 0.6% | |
| State Street Global Advisors State Street Target Retirement 2065 CL V | — | — | — | $372K | 0.3% | |
| Lord Abbett Short Duration Income I | — | — | — | $303K | 0.2% | |
| Fidelity Investments US Bond Index Instl | — | — | — | $257K | 0.2% | |
| Fidelity Investments Income Fund | — | — | — | $234K | 0.2% |