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Original filing (PDF)20251013134752NAL0000670755002
ACADEMIC MEDICAL GROUP, INC.
Form 5500
FILING_RECEIVED
ACADEMIC MEDICAL GROUP, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,948
Accounts w/ balance
2,232
Plan assets (EOY)
$21.6M
Net assets (EOY)
$21.6M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACADEMIC MEDICAL GROUP, INC..
Plan sponsor
Name
ACADEMIC MEDICAL GROUP, INC.
EIN
86-3038188
Address
1 TAMPA GENERAL CIRCLE · TAMPA, FL · 33606
Phone
(813) 844-7285
Industry
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
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $23K | — |
Investments
35 direct securities· $21.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $2.4M | 10.9% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $2.3M | 10.7% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $2.1M | 9.5% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $1.9M | 9.0% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $1.8M | 8.3% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $1.7M | 7.7% | |
| Vanguard 500 Index Fund Admiral Mutual fund | — | — | — | $1.5M | 7.2% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $1.2M | 5.6% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $1.2M | 5.4% | |
| The Variable Annuity Life Insurance Company Fixed Interest Option Effective annual yield - 2.35% | — | — | — | $1.1M | 5.0% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $590K | 2.7% | |
| Participant loans Interest rates 4.25% - 9.50% | — | — | — | $577K | 2.7% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual fund | — | — | — | $570K | 2.6% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $526K | 2.4% | |
| Vanguard Small-Cap Index Fund Admiral Mutual fund | — | — | — | $523K | 2.4% | |
| MFS Value Fund R6 Mutual fund | — | — | — | $509K | 2.4% | |
| American Funds EuroPacific Growth Fund R6 Mutual fund | — | — | — | $226K | 1.0% | |
| Vanguard Total International Stock Index Fund Admiral Mutual fund | — | — | — | $140K | 0.6% | |
| Schwab Personal Choice Retirement Account Self-directed brokerage accounts | — | — | — | $118K | 0.5% | |
| Harbor Capital Appreciation Fund Retirement Mutual fund | — | — | — | $98K | 0.5% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $93K | 0.4% | |
| Vanguard FTSE Social Index Fund Admiral Mutual fund | — | — | — | $71K | 0.3% | |
| Carillon Eagle Mid Cap Growth Fund R6 Mutual fund | — | — | — | $59K | 0.3% | |
| NYLI MacKay High Yield Corporate Bond Fund R6 Mutual fund | — | — | — | $49K | 0.2% | |
| BlackRock Total Return Fund K Mutual fund | — | — | — | $48K | 0.2% | |
| John Hancock Disciplined Value Mid Cap Fund R6 Mutual fund | — | — | — | $45K | 0.2% | |
| Vanguard Total Bond Market Index Adm Mutual fund | — | — | — | $40K | 0.2% | |
| Vanguard Federal Money Market Investor Mutual fund | — | — | — | $39K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Mutual fund | — | — | — | $38K | 0.2% | |
| Loomis Sayles Small Cap Growth Fund N Mutual fund | — | — | — | $22K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $20K | <0.1% | |
| PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional Mutual fund | — | — | — | $17K | <0.1% | |
| Principal Real Estate Securities Fund R6 Mutual fund | — | — | — | $15K | <0.1% | |
| Allspring Special Small Cap Value Fund R6 Mutual fund | — | — | — | $11K | <0.1% | |
| Driehaus Emerging Markets Growth Fund Institutional Mutual fund | — | — | — | $5K | <0.1% |