Original filing (PDF)20251014144149NAL0003049153019

NEW HAMPSHIRE ONCOLOGY-HEMATOLOGY, PROF. ASSN.

Name: NEW HAMPSHIRE ONCOLOGY-HEMATOLOGY, PROF. ASSN. — NEW HAMPSHIRE ONCOLOGY-HEMATOLOGY, PROF. ASS'N. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: NEW HAMPSHIRE ONCOLOGY-HEMATOLOGY, PROF. ASSN.

Form 5500

FILING_RECEIVED

NEW HAMPSHIRE ONCOLOGY-HEMATOLOGY, PROF. ASS'N. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

116

Accounts w/ balance

151

Plan assets (EOY)

$29.8M

Net assets (EOY)

$29.8M

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade A

Top-tier plan health

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW HAMPSHIRE ONCOLOGY-HEMATOLOGY, PROF. ASSN..

Plan sponsor

Name

NEW HAMPSHIRE ONCOLOGY-HEMATOLOGY, PROF. ASSN.

EIN

02-0335060

Address

11 KIMBALL DRIVE, SUITE 125 · HOOKSETT, NH · 03106

Phone

(603) 622-6484

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

2025-10-14

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP	23-1945930	—	RECORDKEEPER	$4K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
THIRD PARTY ADMINISTRATORS, INC.	—	BEDFORD, NH	TPA	$3K	—

Investments

41 direct securities· $16.5M(55% of reported assets)

Other securities

$16.4M

40 holdings

Bonds / Notes

$59K

1 holding

					% of plan
Vanguard 500 Index Admiral Fund – 2,948 shares	Other securities	—	$3K	$1.6M	5.4%
American Funds Moderate Growth and Income Fund – 82,545 shares	Other securities	—	$83K	$1.5M	5.0%
Vanguard	Other securities	—	—	$1.4M	4.7%
Vanguard Intermediate Term Investment Grade Admiral Fund – 159,061 shares	Other securities	—	$159K	$1.4M	4.6%
Vanguard Total Bond Market Index Admiral Fund – 138,763 shares	Other securities	—	$139K	$1.3M	4.4%
Vanguard Dividend Growth Fund – 32,183 shares	Other securities	—	$32K	$1.2M	3.9%
T. Rowe Price Capital Appreciation Fund – 33,018 shares	Other securities	—	$33K	$1.1M	3.8%
Vanguard Total International Stock Index Admiral Fund – 32,609 shares	Other securities	—	$33K	$1.0M	3.5%
Vanguard Short Term Bond Index Admiral Fund – 95,812 shares	Other securities	—	$96K	$971K	3.3%
PIMCO Income Fund – 75,783 shares	Other securities	—	$76K	$797K	2.7%
American Funds Growth Fund of America – 8,384 shares	Other securities	—	$8K	$625K	2.1%
Vanguard Target Retirement 2060 Fund – 9,198 shares	Other securities	—	$9K	$471K	1.6%
Vanguard Retirement Income Fund – 27,551 shares	Other securities	—	$28K	$361K	1.2%
Vanguard Target Retirement 2050 Fund – 6,720 shares	Other securities	—	$7K	$335K	1.1%
First Eagle Global Fund – 4,826 shares	Other securities	—	$5K	$325K	1.1%
American Funds New Perspective – 4,799 shares	Other securities	—	$5K	$298K	1.0%
Vanguard Small Cap Index Fund – 2,031 shares	Other securities	—	$2K	$234K	0.8%
Invesco Developing Markets Fund – 5,876 shares	Other securities	—	$6K	$224K	0.7%
Janus Henderson Triton Fund – 6,843 shares	Other securities	—	$7K	$188K	0.6%
T. Rowe Price Health Sciences Fund – 1,978 shares	Other securities	—	$2K	$157K	0.5%
Vanguard Mid Cap Index Fund – 453 shares	Other securities	—	—	$148K	0.5%
American Funds Growth Portfolio – 5,479 shares	Other securities	—	$5K	$140K	0.5%
Vanguard	Other securities	—	—	$92K	0.3%
Vanguard	Other securities	—	—	$83K	0.3%
Vanguard	Other securities	—	—	$81K	0.3%
Vanguard Total Stock Market Index Fund – 487 shares	Other securities	—	—	$69K	0.2%
Calamos Market Neutral Income Fund – 4,208 shares	Other securities	—	$4K	$63K	0.2%
Participant loans 5.25%-10.50%	Bonds / Notes	—	—	$59K	0.2%
Vanguard	Other securities	—	—	$50K	0.2%
Vanguard Target Retirement 2065 Fund – 1,427 shares	Other securities	—	$1K	$48K	0.2%
American Funds	Other securities	—	—	$44K	0.1%
Vanguard	Other securities	—	—	$27K	<0.1%
Vanguard Target Retirement 2020 Fund –688 shares	Other securities	—	—	$18K	<0.1%
Vanguard	Other securities	—	—	$17K	<0.1%
Vanguard International Growth Fund – 161 shares	Other securities	—	—	$16K	<0.1%
Vanguard	Other securities	—	—	$12K	<0.1%
Vanguard	Other securities	—	—	$8K	<0.1%
Federated Hermes	Other securities	—	—	$8K	<0.1%
John Hancock Bond Fund – 157 shares	Other securities	—	—	$2K	<0.1%
Vanguard	Other securities	—	—	$2K	<0.1%
Vanguard	Other securities	—	—	$1K	<0.1%