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Original filing (PDF)20251014150428NAL0004330048001
CITRUS CARDIOLOGY CONSULTANTS, PA
Form 5500
FILING_RECEIVED
CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
99% in single holding
Active participants
112
Accounts w/ balance
207
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "(i) Noninterest bearing cash:" is 99% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITRUS CARDIOLOGY CONSULTANTS, PA.
Plan sponsor
Name
CITRUS CARDIOLOGY CONSULTANTS, PA
EIN
59-2123944
Address
308 WEST HIGHLAND BOULEVARD · INVERNESS, FL · 344524716
Phone
(352) 726-8353
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES AD | 59-2937883 | — | INVESTMENT ADVISOR | $41K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | CONTRACT ADMIN | $7K | — |
Investments
2 direct securities · 1 pooled fund· $16.8M(100% 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.
Uncategorized
$16.8M
2 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| (i) Noninterest bearing cash: | — | — | — | $16.7M | 99.4% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $108K | 0.6% | |
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |