Back to filter
Original filing (PDF)20251007130436NAL0004806625001
SIMEDHEALTH, L.L.C.
Form 5500
FILING_RECEIVED
SIMEDHEALTH RETIREMENT PLAN
401(k) retirement plan
Active participants
324
Accounts w/ balance
380
Plan assets (EOY)
$45.7M
Net assets (EOY)
$45.7M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMEDHEALTH, L.L.C..
Plan sponsor
Name
SIMEDHEALTH, L.L.C.
EIN
82-3017080
Address
PO BOX 357010 · GAINESVILLE, FL · 326357010
Phone
(352) 642-1990
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
2025-10-07
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
JAMES MOORE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | ADVISOR | $32K | — |
Investments
34 direct securities · 1 pooled fund· $45.9M(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
$43.5M
33 holdings
Mutual Funds
$2.2M
1 holding
Common Collective Trust
$213K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FDM Index 2030 IPR Mutual fund | — | — | — | $9.0M | 19.8% | |
| Fidelity FDM Index 2035 IPR Mutual fund | — | — | — | $7.3M | 16.0% | |
| Lessor or Similar Party Par, or Maturity Value ** Value Self-directed brokerage accounts, at fair value Mutual fund | — | — | — | $5.7M | 12.5% | |
| Fidelity FDM Index 2040 IPR Mutual fund | — | — | — | $4.8M | 10.4% | |
| Fidelity FDM Index 2025 IPR Mutual fund | — | — | — | $4.4M | 9.6% | |
| Fidelity FDM Index 2045 IPR Mutual fund | — | — | — | $4.1M | 8.9% | |
| s, at fair value * Fidelity 500 Index Fund Mutual fund | Mutual Funds | — | — | $2.2M | 4.7% | |
| Fidelity FDM Index 2050 IPR Mutual fund | — | — | — | $1.8M | 4.0% | |
| Fidelity FDM Index 2015 IPR Mutual fund | — | — | — | $1.1M | 2.4% | |
| Fidelity FDM Index 2020 IPR Mutual fund | — | — | — | $1.0M | 2.2% | |
| Self-directed brokerage accounts, at fair value Common stock | — | — | — | $916K | 2.0% | |
| Fidelity FDM Index 2055 IPR Mutual fund | — | — | — | $581K | 1.3% | |
| Self-directed brokerage accounts, at fair value Money market fund | — | — | — | $423K | 0.9% | |
| T. Rowe Price Blue Chip Growth Fund I Class Mutual fund | — | — | — | $306K | 0.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund | — | — | — | $288K | 0.6% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual fund | — | — | — | $234K | 0.5% | |
| Fidelity FDM Index 2060 IPR Mutual fund | — | — | — | $217K | 0.5% | |
| Fidelity Managed Income Portfolio Class 2 Common collective trust | — | — | — | $213K | 0.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $213K | 0.5% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual fund | — | — | — | $202K | 0.4% | |
| Interest Rate Range * Notes receivable from participants 4.25%-9.5%*** - | — | — | — | $184K | 0.4% | |
| Vanguard Explorer Fund Admiral Shares Mutual fund | — | — | — | $150K | 0.3% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Mutual fund | — | — | — | $119K | 0.3% | |
| America Funds New World Fund Class R-6 Mutual fund | — | — | — | $106K | 0.2% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $77K | 0.2% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $68K | 0.1% | |
| TCW MW TOT RTN BD P Mutual fund | — | — | — | $48K | 0.1% | |
| MFS Mid Cap Growth Class R6 Mutual fund | — | — | — | $39K | <0.1% | |
| Fidelity FDM Index 2065 IPR Mutual fund | — | — | — | $32K | <0.1% | |
| Money market, at fair value * Fidelity Government Money Market Fund Money market fund | — | — | — | $23K | <0.1% | |
| UM Behavioral VAL R6 Mutual fund | — | — | — | $22K | <0.1% | |
| Vanguard ST Federal Admiral Shares Mutual fund 186 MFS Mid Cap Value Fund Class R6 Mutual fund | — | — | — | $16K | <0.1% | |
| Vanguard International Growth Fund Admiral Shares Mutual fund | — | — | — | $15K | <0.1% | |
| FID FDM IDX INC IPR Mutual fund | — | — | — | $4K | <0.1% | |
| Fidelity FDM Index 2070 IPR Mutual fund 160 * Fidelity Balanced K6 Fund Mutual fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using BKS FINANCIAL INVESTMENTS LLC
JUSTWORKS EMPLOYMENT GROUP, LLC
JUSTWORKS RETIREMENT SAVINGS PLAN
$3.9B · 147,007 participants
OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES
OASIS RETIREMENT SAVINGS PLAN
$2.1B · 84,093 participants
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.
PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN
$558.5M · 10,980 participants
CARLTON FIELDS, P.A.
PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS
$315.7M · 666 participants
OHI WEST MEDICAL GROUP II LLC
FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST
$314.0M · 1,866 participants
TANDEM MANAGEMENT, LLC
TANDEM HR, LLC 401(K) PLAN
$309.9M · 9,352 participants
Similar-size Offices of Physicians plans
THE ORTHOPAEDIC AND FRACTURE CLINIC, P.A.
THE ORTHOPAEDIC AND FRACTURE CLINIC, P.A. PROFIT SHARING PLAN
$45.7M · 116 participants
FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C.
FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. PROFIT SHARING AND SAVINGS PLAN
$45.6M · 255 participants
PEDIATRIC ANESTHESIOLOGISTS, INC.
PEDIATRIC ANESTHESIOLOGISTS, INC. EMPLOYEES RETIREMENT PLAN
$45.8M · 40 participants
THE RADIOLOGY CLINIC, LLC
THE RADIOLOGY CLINIC 401(K) PROFIT SHARING PLAN
$45.8M · 72 participants
WAKE INTERNAL MEDICINE CONSULTANTS, INC.
WAKE INTERNAL MEDICINE CONSULTANTS INC. 401K PROFIT SHARING PLAN
$45.9M · 152 participants
TOGETHER WOMEN'S HEALTH, LLC
TOGETHER WOMEN'S HEALTH 401(K) PLAN
$45.5M · 642 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants