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Original filing (PDF)20250904124150NAL0016280657001
HEALOGICS, LLC.
Form 5500
FILING_RECEIVED
HEALOGICS, LLC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,741
Accounts w/ balance
3,756
Plan assets (EOY)
$153.3M
Net assets (EOY)
$153.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 146% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALOGICS, LLC..
Plan sponsor
Name
HEALOGICS, LLC.
EIN
65-0678356
Address
5220 BELFORT ROAD SUITE 130 · JACKSONVILLE, FL · 32256
Phone
(904) 446-3400
Industry
Outpatient Care Centers· 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
2025-09-04
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)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY, & GRAY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $328K | — |
| MMA SECURITIES LLC | 22-3570392 | — | NONE | $48K | — |
Investments
28 direct securities · 1 pooled fund· $153.3M(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
$150.6M
28 holdings
Common Collective Trust
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2035 R6 | — | — | — | $26.4M | 17.2% | |
| JPMorgan SmartRetirement Blend 2030 R6 | — | — | — | $22.8M | 14.8% | |
| JPMorgan SmartRetirement Blend 2040 R6 | — | — | — | $19.3M | 12.6% | |
| JPMorgan SmartRetirement Blend 2045 R6 | — | — | — | $15.3M | 10.0% | |
| JPMorgan SmartRetirement Blend 2050 R6 | — | — | — | $12.9M | 8.4% | |
| JPMorgan SmartRetirement Blend 2025 R6 | — | — | — | $12.3M | 8.0% | |
| Vanguard 500 Index Admiral | — | — | — | $9.5M | 6.2% | |
| JPMorgan SmartRetirement Blend 2020 R6 | — | — | — | $5.9M | 3.8% | |
| JPMorgan SmartRetirement Blend 2055 R6 | — | — | — | $4.8M | 3.1% | |
| MFS Growth R6 | — | — | — | $4.3M | 2.8% | |
| PUTNAM STABLE VALUE FUND 20BPS PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.7M | 1.7% | |
| JPMorgan SmartRetirement Blend Inc R6 | — | — | — | $2.5M | 1.6% | |
| Participant loans Interest ranging from 3.25% to 9.50% $ - | — | — | — | $2.0M | 1.3% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $2.0M | 1.3% | |
| JPMorgan SmartRetirement Blend 2060 R6 | — | — | — | $1.8M | 1.2% | |
| Vanguard Developed Markets Index Adm | — | — | — | $1.7M | 1.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $1.4M | 0.9% | |
| JPMorgan Equity Income R6 | — | — | — | $1.2M | 0.8% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $831K | 0.5% | |
| Fidelity Small Cap Growth K6 | — | — | — | $530K | 0.3% | |
| Thornburg Strategic Income R6 | — | — | — | $518K | 0.3% | |
| John Hancock Bond R6 | — | — | — | $494K | 0.3% | |
| JP Morgan Undiscovered Mgrs Behavioral Value R6 | — | — | — | $491K | 0.3% | |
| MFS Intl Diversification R6 | — | — | — | $424K | 0.3% | |
| Invesco Developing Markets R6 | — | — | — | $415K | 0.3% | |
| MFS Mid Cap Value R6 | — | — | — | $209K | 0.1% | |
| BlackRock Mid-Cap Growth Equity Instl | — | — | — | $208K | 0.1% | |
| JPMorgan SmartRetirement Blend 2065 R6 | — | — | — | $199K | 0.1% | |
| PIMCO Int Bond (USD-Hedged) Inst | — | — | — | $172K | 0.1% |
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