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Original filing (PDF)20250729143835NAL0001709539001
EMERGENCY PHYSICIANS OF CENTRAL FLORIDA, LLP
Form 5500
FILING_RECEIVED
EPCF 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
346
Accounts w/ balance
383
Plan assets (EOY)
$213.4M
Net assets (EOY)
$213.4M
How this plan invests
This plan
7 pooled trusts
Schedule D
24 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SCHWAB SDB" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERGENCY PHYSICIANS OF CENTRAL FLORIDA, LLP.
Plan sponsor
Name
EMERGENCY PHYSICIANS OF CENTRAL FLORIDA, LLP
EIN
59-3474034
Address
3090 CARUSO COURT SUITE 50 · ORLANDO, FL · 32806
Phone
(321) 841-5236
Industry
Offices of Physicians· 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
2025-07-29
Pension benefit codes
2A · Age/service weighted or new comparability
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $38K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $600 | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $331 | — |
Investments
17 direct securities · 7 pooled funds· $213.4M(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
$197.0M
17 holdings
Common Collective Trust
$16.5M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB SDB | — | — | — | $68.1M | 31.9% | |
| FIDELITY 500 INDEX | — | — | — | $33.5M | 15.7% | |
| BLACKROCK LIFEPATH INDEX 2045 K | — | — | — | $18.4M | 8.6% | |
| BLACKROCK LIFEPATH INDEX 2035 K | — | — | — | $15.7M | 7.4% | |
| BLACKROCK LIFEPATH INDEX 2040 K | — | — | — | $11.5M | 5.4% | |
| BLACKROCK LIFEPATH INDEX 2050 K | — | — | — | $10.9M | 5.1% | |
| BLACKROCK LIFEPATH INDEX 2030 K | — | — | — | $10.2M | 4.8% | |
| BLACKROCK LIFEPATH INDEX RETIRE K | — | — | — | $9.4M | 4.4% | |
| BLACKROCK LIFEPATH INDEX 2055 K | — | — | — | $6.9M | 3.2% | |
| CORE PLUS BOND FUND CL I1 AST WILMINGTON TRUST · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $4.6M | 2.1% | |
| INVESCO GLOBAL R6 | — | — | — | $4.4M | 2.1% | |
| JPMCB STABLE ASSET INCOME F JP MORGAN CHASE · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.8% | |
| FIDELITY EXTENDED MARKET INDEX | — | — | — | $3.1M | 1.5% | |
| INTERNATIONAL STOCK I1 AST WILMINGTON TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $3.0M | 1.4% | |
| LARGE CAP VALUE I1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.0M | 1.4% | |
| FIDELITY GROWTH STRATEGIES K6 | — | — | — | $1.6M | 0.7% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $1.5M | 0.7% | |
| LARGE CAP GROWTH FUND II FEE CLASS WILLMINGTON TRUST · EIN 38-4139848 / PN 426 | Common Collective Trust | — | — | $963K | 0.5% | |
| BLACKROCK LIFEPATH INDEX 2060 K | — | — | — | $892K | 0.4% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z | — | — | — | $655K | 0.3% | |
| SMALL CAP VALUE FUND II CL I1 AST WILMINGTON TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $602K | 0.3% | |
| SMALL CAP GROWTH FUND II FEE CLASS AST WILMINGTON TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $544K | 0.3% | |
| SCHWAB SDB ROTH | — | — | — | $73K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2065 K | — | — | — | $4K | <0.1% |