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Original filing (PDF)20251013054947NAL0001978770001
CENTRO DE SALUD FAMILIAR DR. JULIOMPALMIERI FERRI, INC.
Form 5500
FILING_RECEIVED
PLAN DE RETIRO DEL CENTRO DE SALUD FAMILIAR D. J. P. F.
401(k) retirement plan
Signals · 1
~137 bps in Sched C fees
Active participants
135
Accounts w/ balance
140
Plan assets (EOY)
$568K
Net assets (EOY)
$568K
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRO DE SALUD FAMILIAR DR. JULIOMPALMIERI FERRI, INC..
Plan sponsor
Name
CENTRO DE SALUD FAMILIAR DR. JULIOMPALMIERI FERRI, INC.
EIN
66-0496484
Address
PO BOX 450 · ARROYO, PR · 00714
Phone
(787) 839-4150
Industry
Outpatient Care Centers· 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
2025-10-13
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
RRC CPA GROUP PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP INC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MNGT | $82 | — |
Investments
20 direct securities· $566K(100% of reported assets)
Mutual Funds
$557K
19 holdings
Uncategorized
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Trgt Date Retir | Mutual Funds | — | — | $103K | 18.1% | |
| American Funds 2030 Trgt Date Retir | Mutual Funds | — | — | $80K | 14.0% | |
| American Funds 2055 Trgt Date Retir | Mutual Funds | — | — | $61K | 10.7% | |
| American Funds 2050 Trgt Date Retir | Mutual Funds | — | — | $53K | 9.4% | |
| American Funds 2040 Trgt Date Retir | Mutual Funds | — | — | $50K | 8.9% | |
| American Funds 2025 Trgt Date Retir | Mutual Funds | — | — | $40K | 7.1% | |
| American Funds 2060 Trgt Date Retir | Mutual Funds | — | — | $28K | 4.9% | |
| American Funds 2065 Trgt Date Retir | Mutual Funds | — | — | $28K | 4.9% | |
| American Funds 2020 Trgt Date Retir | Mutual Funds | — | — | $27K | 4.8% | |
| American Funds 2035 Trgt Date Retir | Mutual Funds | — | — | $24K | 4.3% | |
| JP Morgan US Research Enhanced Equi | Mutual Funds | — | — | $19K | 3.3% | |
| MFS Mid Cap Growth 430 Mutual Funds Fidelity 500 Index | Mutual Funds | — | — | $13K | 2.3% | |
| EI Fixed Account Empower Annuity Insurance Company | — | — | — | $9K | 1.6% | |
| MFS Growth | Mutual Funds | — | — | $7K | 1.3% | |
| Blackrock Global Allocation 523 Mutual Funds MFS Intl Diversification R6 | Mutual Funds | — | — | $7K | 1.3% | |
| American Funds New World | Mutual Funds | — | — | $5K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $4K | 0.7% | |
| American Century Mid Cap Value | Mutual Funds | — | — | $3K | 0.5% | |
| American Funds American Balanced 126 Mutual Funds Blackrock Advantage Core Alpha Bond | Mutual Funds | — | — | $2K | 0.3% | |
| PIMCO Real Estate Return Strategy 269 Mutual Funds Fidelity Advisor Small Cap Value 178 Mutual Funds Fidelity Small Cap Index | Mutual Funds | — | — | $2K | 0.3% |
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