Original filing (PDF)20250804140527NAL0001249280001

Central Florida Hospitalist Partners, P.A.

Name: Central Florida Hospitalist Partners, P.A. — Form 5500 Plan 001 (2024)
Creator: Central Florida Hospitalist Partners, P.A.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k)/Profit Sharing Plan and Trust for Employees of Central Florida Hospitalist Partners, P.A.

401(k) retirement plan · Central Florida Hospitalist Partners, P.A.'s 401(k)/Profit Sharing Plan and Trust for Employees of Central Florida Hospitalist Partners, P.A. held $38.0M in plan assets for 114 participants in 2024, with Empower as recordkeeper.

Signals · 1

High average account balance

Active participants

114

Accounts w/ balance

136

Plan assets (EOY)

$38.0M

Net assets (EOY)

$38.0M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Helping the score

High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A..

Plan sponsor

Name

CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A.

EIN

59-3555797all filings

Address

515 WEKIVA COMMONS CIRCLE · APOPKA, FL · 32712

Phone

(407) 464-9516

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-08-04

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	GREENWOOD VILLAGE CO, CO	RECORDKEEPER	$29K	—

Investments

30 direct securities· $38.0M(100% of reported assets)

Mutual Funds

$27.1M

18 holdings

Common Collective Trusts

$6.3M

2 holdings

Other securities

$4.3M

8 holdings

Common Stocks

$231K

1 holding

Bonds / Notes

$88K

1 holding

					% of plan
VANGUARD TARGET RETIREMENT 2035 INV	Mutual Funds	—	—	$9.1M	24.0%
VANGUARD 500 INDEX ADMIRAL	Common Collective Trusts	—	—	$5.9M	15.5%
VANGUARD TARGET RETIREMENT 2045 INV	Mutual Funds	—	—	$4.3M	11.3%
SCHWAB SDB	Mutual Funds	—	—	$2.7M	7.1%
VANGUARD TARGET RETIREMENT 2040 INV	Mutual Funds	—	—	$2.3M	6.0%
VANGUARD TARGET RETIREMENT 2030 INV	Mutual Funds	—	—	$2.1M	5.5%
VANGUARD TARGET RETIREMENT 2050 INV	Mutual Funds	—	—	$1.9M	4.9%
PGIM TOTAL RETURN BOND Z	Other securities	—	—	$1.8M	4.7%
GUARANTEED INCOME FUND	Other securities	—	—	$1.6M	4.3%
AMERICAN FUNDS GROWTH FUND OF AMER R6	Mutual Funds	—	—	$821K	2.2%
MFS INTL DIVERSIFICATION R6	Mutual Funds	—	—	$763K	2.0%
VANGUARD SMALL CAP INDEX ADM	Mutual Funds	—	—	$750K	2.0%
PUTNAM EQUITY INCOME Y	Mutual Funds	—	—	$474K	1.2%
VANGUARD MID CAP INDEX FUND - ADMIRAL	Common Collective Trusts	—	—	$465K	1.2%
SCHWAB SDB ROTH	Mutual Funds	—	—	$445K	1.2%
MFS TECHNOLOGY R6	Mutual Funds	—	—	$398K	1.0%
VANGUARD TARGET RETIREMENT 2055 INV	Mutual Funds	—	—	$394K	1.0%
VANGUARD TARGET RETIREMENT 2025 INV	Mutual Funds	—	—	$349K	0.9%
MASSMUTUAL INFLATION-PROTECTED & INC R5	Common Stocks	—	—	$231K	0.6%
AMERICAN BEACON SMALL CAP VALUE Y	Other securities	—	—	$192K	0.5%
MASSMUTUAL MID CAP GROWTH R5	Other securities	—	—	$172K	0.5%
BLACKROCK HEALTH SCIENCES OPPS INSTL	Other securities	—	—	$158K	0.4%
INVESCO DEVELOPING MARKETS Y	Mutual Funds	—	—	$142K	0.4%
BARON SMALL CAP INSTL	Other securities	—	—	$125K	0.3%
AMERICAN CENTURY MID CAP VALUE INV	Other securities	—	—	$109K	0.3%
DWS REEF REAL ESTATE SECURITIES S	Other securities	—	—	$107K	0.3%
VANGUARD TARGET RETIREMENT 2060 INV	Mutual Funds	—	—	$103K	0.3%
Notes receivable from participants (8.50%-9.50%)	Bonds / Notes	—	—	$88K	0.2%
VANGUARD TARGET RETIREMENT INCOME INV	Mutual Funds	—	—	$55K	0.1%
VANGUARD TARGET RETIREMENT 2020 INV	Mutual Funds	—	—	$25K	<0.1%