Original filing (PDF)20251012183307NAL0000634465001

INDIAN RIVER MEMORIAL HOSPITAL, INC. D/B/A INDIAN RIVER MEDICAL CENTER

Name: INDIAN RIVER MEMORIAL HOSPITAL, INC. D/B/A INDIAN RIVER MEDICAL CENTER — IRMC 403(B) PLAN, Form 5500 (2024)
Creator: INDIAN RIVER MEMORIAL HOSPITAL, INC. D/B/A INDIAN RIVER MEDICAL CENTER

Form 5500

FILING_RECEIVED

IRMC 403(B) PLAN

401(k) retirement plan

Active participants

794

Accounts w/ balance

673

Plan assets (EOY)

$42.8M

Net assets (EOY)

$42.8M

How this plan invests

This plan

71 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIAN RIVER MEMORIAL HOSPITAL, INC. D/B/A INDIAN RIVER MEDICAL CENTER.

Plan sponsor

Name

INDIAN RIVER MEMORIAL HOSPITAL, INC. D/B/A INDIAN RIVER MEDICAL CENTER

EIN

59-2496294

Address

1000 36TH STREET · VERO BEACH, FL · 32960

Phone

(772) 567-4311

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

2025-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	04-2647786	—	RECORDKEEPER	$26K	—
VALIC RETIREMENT SERVICES	51-0396365	—	RECORDKEEPER	$11K	—

Investments

71 direct securities· $42.5M(99% of reported assets)

Other securities

$35.0M

64 holdings

Mutual Funds

$4.6M

1 holding

Common Stock

$2.3M

2 holdings

Insurance Contracts

$351K

1 holding

Guaranteed Income / GIC

$169K

1 holding

Cash / Money Market

$14K

1 holding

U.S. Treasuries

$3K

1 holding

					% of plan
and Variable Annuity Contracts Fidelity Management Trust Company BLKRK LP IDX RTMT K A	Mutual Funds	—	—	$4.6M	10.8%
Fidelity Management Trust Company BLKRK LP IDX 2030 K A	Other securities	—	—	$4.4M	10.4%
VALIC FIXED ACCOUNT PLUS A	Other securities	—	—	$3.3M	7.6%
Fidelity Management Trust Company BLKRK LP IDX 2035 K A	Other securities	—	—	$3.2M	7.4%
Fidelity Management Trust Company BLKRK LP IDX 2045 K A	Other securities	—	—	$2.4M	5.5%
Fidelity Management Trust Company BLKRK LP IDX 2050 K A	Other securities	—	—	$2.3M	5.5%
VALIC VANGUARD WELLINGTON FUND INC A	Common Stock	—	—	$2.3M	5.4%
Fidelity Management Trust Company BLKRK LP IDX 2040 K A	Other securities	—	—	$1.7M	4.0%
Fidelity Management Trust Company BLKRK LP IDX 2055 K A	Other securities	—	—	$1.6M	3.7%
VALIC STOCK INDEX FUND A	Other securities	—	—	$1.5M	3.5%
Fidelity Management Trust Company BLKRK LP IDX 2060 K A	Other securities	—	—	$1.3M	3.1%
VALIC SHORT TERM FIXED ACCOUNT A	Other securities	—	—	$1.2M	2.9%
VALIC VANGUARD WINDSOR II A	Other securities	—	—	$1.1M	2.5%
VALIC MID CAP INDEX FUND A	Other securities	—	—	$979K	2.3%
Fidelity Management Trust Company BLKRK LP IDX 2065 K A	Other securities	—	—	$836K	2.0%
VALIC GLOBAL STRATEGY A	Other securities	—	—	$796K	1.9%
Fidelity Management Trust Company VANG INST INDEX PLUS A	Other securities	—	—	$664K	1.6%
Fidelity Management Trust Company FIMM TREAS ONLY INST A	Other securities	—	—	$599K	1.4%
VALIC CORE BOND FUND A	Other securities	—	—	$569K	1.3%
VALIC SMALL CAP INDEX FUND A	Other securities	—	—	$531K	1.2%
VALIC ARIEL FUND A	Other securities	—	—	$517K	1.2%
VALIC ARIEL APPRECIATION FUND A	Other securities	—	—	$516K	1.2%
Fidelity Management Trust Company FID CONTRAFUND K6 A	Other securities	—	—	$490K	1.1%
through February 2036 -0-	Other securities	—	—	$452K	1.1%
* Fidelity Management Trust Company VALIC FIXED INTEREST A	Insurance Contracts	—	—	$351K	0.8%
Fidelity Management Trust Company DODGE & COX STOCK X A	Other securities	—	—	$318K	0.7%
VALIC INTERNATL EQUITIES INDEX FUND A	Other securities	—	—	$310K	0.7%
VALIC NASDAQ-100(R) INDEX FUND A	Other securities	—	—	$308K	0.7%
Fidelity Management Trust Company GS GQG INTL OPPS R6 A	Other securities	—	—	$290K	0.7%
Fidelity Management Trust Company HARBOR CAP APP RET A	Other securities	—	—	$172K	0.4%
Empower Annuity Insurance Company of America EMPOWER GUARANTEED INC A	Guaranteed Income / GIC	—	—	$169K	0.4%
VALIC VANGUARD LONG-TERM TREASURY A	Other securities	—	—	$164K	0.4%
through December 2029 -0-	Other securities	—	—	$164K	0.4%
VALIC SCIENCE & TECHNOLOGY FUND A	Other securities	—	—	$157K	0.4%
VALIC EMERGING ECONOMIES A	Other securities	—	—	$136K	0.3%
Fidelity Management Trust Company WM BLAIR SMDCP GR R6 A	Other securities	—	—	$135K	0.3%
Self-directed Brokerage Accounts * Fidelity Management Trust Company Fidelity Brokeragelink Accounts A	Other securities	—	—	$132K	0.3%
VALIC INTERNATIONAL VALUE FUND A	Other securities	—	—	$126K	0.3%
VALIC MID CAP STRATEGIC GWTH A	Other securities	—	—	$121K	0.3%
Fidelity Management Trust Company WASATCH SM CAP GR IS A	Other securities	—	—	$111K	0.3%
Fidelity Management Trust Company FID DIVERSFD INTL K6 A	Other securities	—	—	$102K	0.2%
Fidelity Management Trust Company VANG EXT MKT IDX ISP A	Other securities	—	—	$96K	0.2%
VALIC SYSTEMATIC CORE FUND A	Other securities	—	—	$93K	0.2%
VALIC VC I CAPITAL APPRECIATION A	Other securities	—	—	$92K	0.2%
VALIC US SOCIALLY RESPONSIBLE FUND A	Other securities	—	—	$92K	0.2%
VALIC INFLATION PROTECTED FUND A	Other securities	—	—	$88K	0.2%
Fidelity Management Trust Company VANG TOT INTL STK IP A	Other securities	—	—	$80K	0.2%
VALIC MID CAP VALUE FUND A	Other securities	—	—	$76K	0.2%
Fidelity Management Trust Company JH DISCPL VALUE R6 A	Other securities	—	—	$75K	0.2%
VALIC INTL SOCIALLY RESPONSIBLE FUND A	Other securities	—	—	$73K	0.2%