Original filing (PDF)20251015124748NAL0009305890001

SOUTHERN NEW HAMPSHIRE MEDICAL CENTER

Name: SOUTHERN NEW HAMPSHIRE MEDICAL CENTER — SOUTHERN NEW HAMPSHIRE MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLUS PLAN, Form 5500 (2024)
Creator: SOUTHERN NEW HAMPSHIRE MEDICAL CENTER

Form 5500

FILING_RECEIVED

SOUTHERN NEW HAMPSHIRE MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLUS PLAN

403(b) retirement plan

Signals · 1

Corrective distributions issued

Active participants

2,599

Accounts w/ balance

2,067

Plan assets (EOY)

$247.8M

Net assets (EOY)

$247.4M

How this plan invests

This plan

42 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).
Bottom-decile employer contributions per participant (2nd 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

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$148K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$43K	—
RESOURCES INVESTMENT ADVISORS LLC

Investments

42 direct securities· $247.8M(100% of reported assets)

Other securities

$234.4M

38 holdings

Cash / Money Market

$8.5M

2 holdings

U.S. Treasuries

$3.4M

1 holding

Bonds / Notes

$1.5M

1 holding

					% of plan
Fidelity Growth Company K Fund 1,136,797 shares	Other securities	—	$1.1M	$46.2M	18.6%
Fidelity 500 Index Fund 124,179 shares	Other securities	—	$124K	$25.4M	10.2%
Fidelity Freedom 2030 K6 Fund 987,718 shares	Other securities	—	$988K	$17.2M	7.0%
Fidelity Freedom 2035 K6 Fund 939,915 shares	Other securities	—	$940K	$14.7M	5.9%
Fidelity Contrafund K Fund 667,055 shares	Other securities	—	$667K	$14.1M	5.7%
Fidelity Freedom 2040 K6 Fund 966,696 shares	Other securities	—	$967K	$11.1M	4.5%
Fidelity Freedom 2025 K6 Fund 789,362 shares	Other securities	—	$789K	$10.7M	4.3%
Fidelity Freedom 2045 K6 Fund 763,021 shares	Other securities	—	$763K	$10.2M	4.1%
Fidelity Freedom 2050 K6 Fund 663,097 shares	Other securities	—	$663K	$9.0M	3.6%
Self-directed brokerage accounts Various mutual and money market funds	Cash / Money Market	—	—	$8.1M	3.3%
Fidelity Puritan K Fund 288,095 shares	Other securities	—	$288K	$7.2M	2.9%
Fidelity Freedom 2055 K6 Fund 388,395 shares	Other securities	—	$388K	$6.1M	2.5%
Fidelity Freedom 2020 K6 Fund 401,783 shares	Other securities	—	$402K	$5.7M	2.3%
MetLife Annuity – Old Fixed interest annuity	Other securities	—	—	$5.6M	2.2%
Fidelity Extended Market Index Fund 60,095 shares	Other securities	—	$60K	$5.5M	2.2%
Fidelity International Index Fund 103,577 shares	Other securities	—	$104K	$4.9M	2.0%
Columbia Dividend Income fund 145,966 shares	Other securities	—	$146K	$4.9M	2.0%
Dodge & Cox Income Fund X 386,498 shares	Other securities	—	$386K	$4.8M	1.9%
Hartford Core Equity Fund 64,764 shares	Other securities	—	$65K	$3.5M	1.4%
Fidelity Short-Term Treasury Bond Index Fund 338,603 shares	U.S. Treasuries	—	$339K	$3.4M	1.4%
Fidelity Low-Priced Stock K Fund 81,385 shares	Other securities	—	$81K	$3.3M	1.3%
Fidelity US Bond Index Fund 320,021 shares	Other securities	—	$320K	$3.3M	1.3%
Fidelity Strategic Income Fund 255,133 shares	Other securities	—	$255K	$3.0M	1.2%
Fidelity Freedom 2060 K6 Fund 164,344 shares	Other securities	—	$164K	$2.4M	1.0%
MFS International Diversification Fund 101,059 shares	Other securities	—	$101K	$2.3M	0.9%
Fidelity Small Cap Value Fund 99,772 shares	Other securities	—	$100K	$2.0M	0.8%
American MDCPVAL Inv 118,305 shares	Other securities	—	$118K	$1.8M	0.7%
DFA Emerging Markets Fund I 60,823 shares	Other securities	—	$61K	$1.7M	0.7%
Janus Triton T Fund 58,382 shares	Other securities	—	$58K	$1.6M	0.6%
Harbor Small Cap Value Fund 36,813 shares	Other securities	—	$37K	$1.6M	0.6%
Interest rates – * Participant loans 4.25% to 9.50%	Bonds / Notes	—	—	$1.5M	0.6%
Brown Capital Management International Small Company Fund 43,120 shares	Other securities	—	$43K	$1.1M	0.4%
Fidelity Freedom 2010 K6 Fund 64,687 shares	Other securities	—	$65K	$895K	0.4%
Fidelity Freedom 2065 K6 Fund 64,675 shares	Other securities	—	$65K	$857K	0.3%
Fidelity Freedom 2015 K6 Fund 51,668 shares	Other securities	—	$52K	$586K	0.2%
American Funds Capital World Bond Fund 23,883 shares	Other securities	—	$24K	$373K	0.2%
Fidelity Money Market Trust Retirement Government Money Market 350,601 shares	Cash / Money Market	—	$351K	$351K	0.1%
Blackrock Global Allocation I 15,937 shares	Other securities	—	$16K	$298K	0.1%
MetLife Annuity – New Fixed interest annuity	Other securities	—	—	$219K	<0.1%
Fidelity Freedom 2070 K6 Fund 7 shares 67 * Fidelity Freedom Income Fund 18,145 shares	Other securities	—	$18K	$191K	<0.1%
Fidelity Asset Manager 60% Fund 9,917 shares	Other securities	—	$10K	$154K	<0.1%
MetLife Annuity – Credit Fixed interest annuity	Other securities	—	—	$2K	<0.1%