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Original filing (PDF)20250731113634NAL0010389266001
THUNDERMIST HEALTH CENTER
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF THUNDERMIST HEALTH CENTER
401(k) retirement plan
Active participants
801
Accounts w/ balance
1,080
Plan assets (EOY)
$52.9M
Net assets (EOY)
$52.9M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THUNDERMIST HEALTH CENTER.
Plan sponsor
Name
THUNDERMIST HEALTH CENTER
EIN
05-0355097
Address
171 SERVICE AVE FL 2 · WARWICK, RI · 028861015
Phone
(401) 767-4100
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
2025-07-31
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
AAFCPAS INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $16K | — |
Investments
50 direct securities · 1 pooled fund· $102.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$52.8M
50 holdings
Pooled Separate Account
$50.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $50.1M | 94.6% | |
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value ** Mutual of America 2050 Retirement Fund Separate Account | — | — | — | $8.0M | 15.1% | |
| Mutual of America 2040 Retirement Fund Separate Account | — | — | — | $4.5M | 8.5% | |
| Mutual of America 2035 Retirement Fund Separate Account | — | — | — | $4.4M | 8.4% | |
| Mutual of America 2045 Retirement Fund Separate Account | — | — | — | $4.0M | 7.6% | |
| Mutual of America 2030 Retirement Fund Separate Account | — | — | — | $3.5M | 6.6% | |
| Mutual of America 2055 Retirement Fund Separate Account | — | — | — | $3.1M | 5.9% | |
| Mutual of America 2025 Retirement Fund Separate Account | — | — | — | $3.0M | 5.7% | |
| Mutual of America Equity Index Fund Separate Account | — | — | — | $3.0M | 5.6% | |
| Mutual of America Interest Accumulation Account Investment Contract | — | — | — | $2.4M | 4.5% | |
| Fidelity VIP Contrafund Portfolio Separate Account | — | — | — | $1.7M | 3.2% | |
| Mutual of America Moderate Allocation Fund Separate Account | — | — | — | $1.5M | 2.9% | |
| Mutual of America Aggressive Allocation Fund Separate Account | — | — | — | $1.2M | 2.3% | |
| T. Rowe Price Blue Chip Growth Portfolio Separate Account | — | — | — | $1.1M | 2.1% | |
| Mutual of America 2060 Retirement Fund Separate Account | — | — | — | $1.1M | 2.0% | |
| Mutual of America Small Cap Equity Index Fund Separate Account | — | — | — | $985K | 1.9% | |
| DWS Capital Growth Fund Separate Account | — | — | — | $831K | 1.6% | |
| Mutual of America Money Market Fund Separate Account | — | — | — | $753K | 1.4% | |
| American Century VP Capital Appreciation Fund Separate Account | — | — | — | $650K | 1.2% | |
| Vanguard VIF International Portfolio Separate Account | — | — | — | $638K | 1.2% | |
| Mutual of America 2065 Retirement Fund Separate Account | — | — | — | $496K | 0.9% | |
| Vanguard VIF Diversified Value Portfolio Separate Account | — | — | — | $482K | 0.9% | |
| maturing through March 2031 - | — | — | — | $472K | 0.9% | |
| Mutual of America Mid-Cap Equity Index Fund Separate Account | — | — | — | $458K | 0.9% | |
| Mutual of America Mid-Term Bond Fund Separate Account | — | — | — | $427K | 0.8% | |
| Mutual of America International Fund Separate Account | — | — | — | $397K | 0.8% | |
| Vanguard VIF REIT Index Portfolio Separate Account | — | — | — | $393K | 0.7% | |
| Mutual of America 2020 Retirement Fund Separate Account | — | — | — | $368K | 0.7% | |
| Fidelity VIP Equity-Income Portfolio Separate Account | — | — | — | $289K | 0.5% | |
| Calvert VP SRI Balanced Portfolio Separate Account | — | — | — | $264K | 0.5% | |
| Mutual of America Small Cap Growth Fund Separate Account | — | — | — | $247K | 0.5% | |
| Fidelity VIP Mid Cap Portfolio Separate Account | — | — | — | $228K | 0.4% | |
| Invesco V.I. Main Street Fund Separate Account | — | — | — | $227K | 0.4% | |
| Mutual of America Small Cap Value Fund Separate Account | — | — | — | $221K | 0.4% | |
| Fidelity VIP Asset Manager Portfolio Separate Account | — | — | — | $216K | 0.4% | |
| Mutual of America Retirement Income Fund Separate Account | — | — | — | $175K | 0.3% | |
| Mutual of America 2015 Retirement Fund Separate Account | — | — | — | $167K | 0.3% | |
| Mutual of America All America Fund Separate Account | — | — | — | $162K | 0.3% | |
| Calvert Social Balanced Fund Separate Account | — | — | — | $121K | 0.2% | |
| Neuberger Berman AMT Sustainable Equity Separate Account | — | — | — | $116K | 0.2% | |
| Mutual of America Bond Fund Separate Account | — | — | — | $112K | 0.2% | |
| Goldman Sachs VIT Small Cap Equity Insights Separate Account | — | — | — | $92K | 0.2% | |
| Mutual of America Mid Cap Value Fund Separate Account | — | — | — | $87K | 0.2% | |
| Vanguard Total Bond MKT I PRT Separate Account | — | — | — | $84K | 0.2% | |
| American Funds Insurance Series New World Fund Separate Account | — | — | — | $60K | 0.1% | |
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value ** PIMCO VIT Real Return Portfolio Separate Account | — | — | — | $58K | 0.1% | |
| Mutual of America Conservative Allocation Fund Separate Account | — | — | — | $35K | <0.1% | |
| MFS VIT III Mid Cap Value Portfolio Separate Account | — | — | — | $13K | <0.1% | |
| Victory RS Small Cap Growth Equity VIP Separate Account | — | — | — | $7K | <0.1% | |
| Mutual of America Composite Fund Separate Account | — | — | — | $5K | <0.1% | |
| Deleware VIPSmall Cap Value Series Separate Account | — | — | — | $4K | <0.1% |