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Original filing (PDF)20251201141738NAL0022796562001
ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE
Form 5500
FILING_RECEIVED
ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.5 mo
Active participants
3,853
Accounts w/ balance
3,973
Plan assets (EOY)
$332.4M
Net assets (EOY)
$332.4M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
98
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE.
Plan sponsor
Name
ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE
EIN
59-2170012
Address
900 HOPE WAY · ALTAMONTE SPRINGS, FL · 32714
Phone
(407) 975-1435
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-01
Pension benefit codes
2T · Default investment account (QDIA)
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)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $113K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT | 13-5674085 | — | INVESTMENT ADVISOR | $32K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFF O'CONNOR DAVIES, LLP | 27-1728945 | — | ACCOUNTANT/AUDITOR | $6K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & DOWNEY | 52-1839270 | — | ATTORNEY/LEGAL | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
Investments
17 direct securities· $332.4M(100% of reported assets)
Uncategorized
$288.5M
16 holdings
Mutual Funds
$43.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S BlackRock LifePath® Index 2040 Fund Class K Shares | Mutual Funds | — | $2.1M | $43.9M | 13.2% | |
| iShares S&P 500 Index Fund Class K | — | — | $62K | $42.4M | 12.8% | |
| BlackRock LifePath® Index 2035 Fund Class K Shares | — | — | $2.1M | $39.9M | 12.0% | |
| BlackRock LifePath® Index 2045 Fund Class K Shares | — | — | $1.7M | $38.4M | 11.6% | |
| BlackRock LifePath® Index 2050 Fund Class K Shares | — | — | $1.5M | $35.6M | 10.7% | |
| BlackRock LifePath® Index Retirement Fund Class K Shares | — | — | $1.9M | $26.2M | 7.9% | |
| BlackRock LifePath® Index 2055 Fund Class K Shares | — | — | $1.0M | $24.6M | 7.4% | |
| BlackRock LifePath® Index 2030 Fund Class K Shares | — | — | $1.4M | $24.2M | 7.3% | |
| iShares Russell Small/Mid-Cap Index Fund Class K | — | — | $727K | $12.2M | 3.7% | |
| BlackRock LifePath® Index 2060 Fund Class K Shares | — | — | $468K | $10.1M | 3.0% | |
| iShares MSCI Total International Index Fund Class K | — | — | $669K | $6.8M | 2.0% | |
| iShares U.S. Aggregate Bond Index Fund Class K | — | — | $712K | $6.3M | 1.9% | |
| SELF DIRECTED BROKERAGE ACCOUNTS * Fidelity Brokerage Link | — | — | — | $5.9M | 1.8% | |
| with maturities through 2039 | — | — | — | $4.9M | 1.5% | |
| Vanguard Federal Money Market Fund | — | — | $4.3M | $4.3M | 1.3% | |
| INSURANCE COMPANY INVESTMENT CONTRACT VALIC Capital Fixed Interest Option | — | — | — | $3.9M | 1.2% | |
| BlackRock LifePath® Index 2065 Fund Class K Shares | — | — | $174K | $2.6M | 0.8% |