Original filing (PDF)20251015124545NAL0002428963001

SOUTHERN NEW HAMPSHIRE MEDICAL CENTER

Name: SOUTHERN NEW HAMPSHIRE MEDICAL CENTER — SOUTHERN NEW HAMPSHIRE MEDICAL CENTER 401(A) RETIREMENT SAVINGS PLUS PLAN, Form 5500 (2024)
Creator: SOUTHERN NEW HAMPSHIRE MEDICAL CENTER

Form 5500

FILING_RECEIVED

SOUTHERN NEW HAMPSHIRE MEDICAL CENTER 401(A) RETIREMENT SAVINGS PLUS PLAN

Defined-contribution retirement plan

Active participants

2,596

Accounts w/ balance

2,439

Plan assets (EOY)

$100.5M

Net assets (EOY)

$100.3M

How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN NEW HAMPSHIRE MEDICAL CENTER.

Plan sponsor

Name

SOUTHERN NEW HAMPSHIRE MEDICAL CENTER

EIN

02-0483054

Address

8 PROSPECT STREET · NASHUA, NH · 030603925

Phone

(603) 577-2303

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$82K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$15K	—
RESOURCES INVESTMENT ADVISORS LLC

Investments

40 direct securities· $95.0M(95% of reported assets)

Other securities

$92.8M

37 holdings

U.S. Treasuries

$1.4M

1 holding

Cash / Money Market

$822K

2 holdings

					% of plan
Fidelity Growth Company K Fund 393,743 shares	Other securities	—	$394K	$16.0M	15.9%
Fidelity Freedom K 2030 K6 Fund 476,551 shares	Other securities	—	$477K	$8.3M	8.3%
Fidelity 500 Index Fund 38,197 shares	Other securities	—	$38K	$7.8M	7.8%
Fidelity Freedom K 2035 K6 Fund 406,917 shares	Other securities	—	$407K	$6.3M	6.3%
Fidelity Freedom K 2050 K6 Fund 415,260 shares	Other securities	—	$415K	$5.7M	5.6%
Fidelity Freedom K 2040 K6 Fund 472,924 shares	Other securities	—	$473K	$5.4M	5.4%
Fidelity Freedom K 2025 K6 Fund 342,515 shares	Other securities	—	$343K	$4.6M	4.6%
Fidelity Contrafund K Fund 219,496 shares	Other securities	—	$219K	$4.6M	4.6%
Fidelity Freedom K 2045 K6 Fund 335,984 shares	Other securities	—	$336K	$4.5M	4.5%
Fidelity Freedom K 2055 K6 Fund 264,586 shares	Other securities	—	$265K	$4.2M	4.2%
MetLife Annuity – Old Fixed interest annuity	Other securities	—	—	$3.1M	3.1%
Fidelity Freedom K 2020 K6 Fund 206,082 shares	Other securities	—	$206K	$2.9M	2.9%
Fidelity Puritan K Fund 111,802 shares	Other securities	—	$112K	$2.8M	2.8%
Fidelity Freedom K 2060 K6 Fund 136,994 shares	Other securities	—	$137K	$2.0M	2.0%
Fidelity International Index Fund 33,096 shares	Other securities	—	$33K	$1.6M	1.6%
Columbia Dividend Income Fund 43,810 shares	Other securities	—	$44K	$1.5M	1.5%
Fidelity Strategic Income Fund 119,907 shares	Other securities	—	$120K	$1.4M	1.4%
Fidelity Short-Term Treasury Bond Index Fund 135,815 shares	U.S. Treasuries	—	$136K	$1.4M	1.4%
Dodge & Cox Income Fund X 101,203 shares	Other securities	—	$101K	$1.3M	1.2%
Fidelity Extended Market Index Fund 11,381 shares	Other securities	—	$11K	$1.0M	1.0%
Hartford Core Equity Fund 18,611 shares	Other securities	—	$19K	$997K	1.0%
Fidelity US Bond Index Fund 97,352 shares	Other securities	—	$97K	$995K	1.0%
Fidelity Low-Priced Stock K Fund 21,373 shares	Other securities	—	$21K	$869K	0.9%
Self-directed brokerage accounts various mutual funds and money market funds	Cash / Money Market	—	—	$674K	0.7%
MFS International Diversification Fund 28,580 shares	Other securities	—	$29K	$653K	0.6%
Fidelity Freedom K 2065 K6 Fund 45,742 shares	Other securities	—	$46K	$606K	0.6%
MetLife Annuity – New Fixed interest annuity	Other securities	—	—	$578K	0.6%
Fidelity Freedom K 2015 K6 Fund 40,130 shares	Other securities	—	$40K	$455K	0.5%
DFA Emerging Markets Fund 13,847 shares	Other securities	—	$14K	$396K	0.4%
Fidelity Small Cap Value Fund 18,683 shares	Other securities	—	$19K	$380K	0.4%
Fidelity Freedom K 2010 K6 Fund 27,218 shares	Other securities	—	$27K	$376K	0.4%
Janus Henderson Triton Fund Class N 11,040 shares	Other securities	—	$11K	$304K	0.3%
Harbor Small Cap Value Fund 7,073 shares	Other securities	—	$7K	$301K	0.3%
Fidelity American MDCPVAL Inv 19,291 shares	Other securities	—	$19K	$300K	0.3%
Brown capital Management International Small Company Fund 7,833 shares	Other securities	—	$8K	$195K	0.2%
Blackrock Global Allocation I 8,008 shares	Other securities	—	$8K	$150K	0.1%
Fidelity Money Market Trust Retirement Government Money Market 148,547 shares	Cash / Money Market	—	$149K	$149K	0.1%
Fidelity Freedom K 2070 K6 Fund 10 shares 98 * Fidelity Freedom Income K6 Fund 10,931 shares	Other securities	—	$11K	$115K	0.1%
Fidelity Asset Manager 60% Fund 3,721 shares	Other securities	—	$4K	$58K	<0.1%
American Funds Capital World Bond Fund 3,520 shares	Other securities	—	$4K	$55K	<0.1%