Original filing (PDF)20250905074856NAL0016978721001

UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES, LLC

Name: UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES, LLC — UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES, LLC

Form 5500

FILING_RECEIVED

UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

994

Accounts w/ balance

1,233

Plan assets (EOY)

$37.8M

Net assets (EOY)

$37.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES, LLC.

Plan sponsor

Name

UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES, LLC

EIN

59-3166042

Address

800 S. DOUGLAS ROAD, NORTH TOWER · SUITE 149 · CORAL GABLES, FL · 33134

Phone

(904) 826-0084

Industry

Educational Servicessee 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

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN FINANCIAL GROUP	35-0472300	—	SERVICE PROVIDER	$95K	—

Investments

1 pooled fund· $370K(1% 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.