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Original filing (PDF)20251014142207NAL0001494035001
MILFORD REGIONAL MEDICAL CENTER
Form 5500
FILING_RECEIVED
MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN
403(b) retirement plan
Signals · 1
8 service providers
Active participants
2,427
Accounts w/ balance
2,090
Plan assets (EOY)
$255.6M
Net assets (EOY)
$255.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
88
Participation health
100
Knocking points off
- Highly fragmented vendor stack (8 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILFORD REGIONAL MEDICAL CENTER.
Plan sponsor
Name
MILFORD REGIONAL MEDICAL CENTER
EIN
04-2103602
Address
14 PROSPECT STREET · MILFORD, MA · 01757
Phone
(508) 473-1190
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $157K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT ADVISOR | $56K | — |
| WELLTH ADVISORY SERVICES, LLC | 99-2539506 | — | INVESTMENT ADVISOR | $19K | — |
| FIDUCIENT INVESTMENT ADVISORS | 36-4001764 | — | INVESTMENT ADVISOR | $9K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $98 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | AUDITOR | $22K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARKER, BROWN, MACAULAY & SHEERIN, | 04-3422478 | — | LEGAL | $7K | — |
Investments
24 direct securities· $220.0M(86% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund " | — | — | — | $32.4M | 12.7% | |
| MFS Massachusetts Investors Growth Stock Fund " | — | — | — | $25.9M | 10.1% | |
| Putnam Large Cap Value Fund " | — | — | — | $18.8M | 7.4% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $16.6M | 6.5% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $16.1M | 6.3% | |
| Vanguard Extended Market Index Fund " | — | — | — | $13.9M | 5.4% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $11.5M | 4.5% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $10.4M | 4.1% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $8.8M | 3.4% | |
| American Funds EuroPacific Growth Fund Mutual fund | — | — | — | $7.9M | 3.1% | |
| Vanguard Federal Money Market Fund " | — | — | — | $7.7M | 3.0% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $7.7M | 3.0% | |
| BlackRock Total Return Fund " | — | — | — | $6.9M | 2.7% | |
| MFS Mid Cap Value Fund " | — | — | — | $6.4M | 2.5% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $5.1M | 2.0% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $4.4M | 1.7% | |
| Vanguard Total International Stock Index Fund " | — | — | — | $4.1M | 1.6% | |
| MassMutual Mid Cap Growth Fund " | — | — | — | $3.5M | 1.4% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $3.1M | 1.2% | |
| Charles Schwab Personal Choice Retirement Accounts Self-directed brokerage accounts | — | — | — | $2.7M | 1.1% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $2.3M | 0.9% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $1.7M | 0.7% | |
| Vanguard Inflation-Protected Securities Fund " | — | — | — | $1.6M | 0.6% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $760K | 0.3% |