Original filing (PDF)20250825141920NAL0003921555001

First Hospital Panamericano, Inc.

Name: First Hospital Panamericano, Inc. — First Hospital, Form 5500 (2024)
Creator: First Hospital Panamericano, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

First Hospital Panamericano 401(k) Savings Plan

401(k) retirement plan · First Hospital Panamericano, Inc.'s First Hospital Panamericano 401(k) Savings Plan held $12.3M in plan assets for 425 participants in 2024, with Empower as recordkeeper.

Signals · 1

37% in single holding

Active participants

425

Accounts w/ balance

396

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST HOSPITAL PANAMERICANO, INC..

Plan sponsor

Name

FIRST HOSPITAL PANAMERICANO, INC.

EIN

66-0490148all filings

Address

367 SOUTH GULPH ROAD · KING OF PRUSSIA, PA · 19406

Phone

(610) 768-3434

Industry

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

2025-08-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

BDO USA, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INDEPENDENT FINANCIAL GROUP	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$29K	—

Investments

25 direct securities· $11.3M(92% of reported assets)

Mutual Funds

$6.4M

21 holdings

Other securities

$4.5M

3 holdings

Common Collective Trusts

$340K

1 holding

					% of plan
KEY GUARANTEED PORTFOLIO FUND * GREAT-WEST	Other securities	—	—	$4.1M	33.5%
VANGUARD TARGET RETIREMENT 2035 VANGUARD	Mutual Funds	—	—	$781K	6.4%
FIDELITY SMALL CAP INDEX FIDELITY 117 MFS GROWTH R4 MFS	Mutual Funds	—	—	$592K	4.8%
VANGUARD VALUE INDEX ADM VANGUARD	Mutual Funds	—	—	$557K	4.5%
AMERICAN FUNDS AMERICAN BALANCED R6 AMERICAN FUNDS	Mutual Funds	—	—	$525K	4.3%
VANGUARD TARGET RETIREMENT 2030 VANGUARD	Mutual Funds	—	—	$506K	4.1%
VANGUARD TARGET RETIREMENT 2045 VANGUARD	Mutual Funds	—	—	$460K	3.7%
VANGUARD TARGET RET INCOME INV VANGUARD	Mutual Funds	—	—	$446K	3.6%
VANGUARD MID-CAP VALUE INDEX ADMIRA VANGUARD	Mutual Funds	—	—	$429K	3.5%
VANGUARD TARGET RETIREMENT 2050 VANGUARD	Mutual Funds	—	—	$387K	3.2%
VANGUARD TARGET RETIREMENT 2055 VANGUARD	Mutual Funds	—	—	$381K	3.1%
VANGUARD SMALL CAP VALUE INDEX ADM VANGUARD	Mutual Funds	—	—	$368K	3.0%
VANGUARD 500 INDEX ADMIRAL VANGUARD	Common Collective Trusts	—	—	$340K	2.8%
VANGUARD TARGET httpRETIREMENT 2020 VANGUARD	Mutual Funds	—	—	$297K	2.4%
BLACKROCK MID CAP GROWTH EQUITY INSTL BLACKROCK	Other securities	—	—	$267K	2.2%
VANGUARD TARGET RETIREMENT 2040 VANGUARD	Mutual Funds	—	—	$219K	1.8%
FIDELITY INTERNATIONAL INDEX FIDELITY	Mutual Funds	—	—	$198K	1.6%
JP MORGAN US RESEARCH ENHANCED EQUITY R6 JP MORGAN	Other securities	—	—	$108K	0.9%
VANGUARD SMALL CAP GROWTH INDEX ADM VANGUARD	Mutual Funds	—	—	$64K	0.5%
FIDELITY EXTENDED MARKET INDEX FIDELITY 914 VANGUARD TARGET RETIREMENT 2060 VANGUARD	Mutual Funds	—	—	$63K	0.5%
VANGUARD TARGET RETIREMENT 2025 VANGUARD	Mutual Funds	—	—	$55K	0.4%
VANGUARD TARGET RETIREMENT 2060 VANGUARD	Mutual Funds	—	—	$46K	0.4%
PIMCO INCOME INSTL PIMCO	Mutual Funds	—	—	$19K	0.2%
FIDELITY EMERGING MARKETS FIDELITY	Mutual Funds	—	—	$16K	0.1%
VANGUARD TARGET RETIREMENT 2065 VANGUARD	Mutual Funds	—	—	$14K	0.1%