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Original filing (PDF)20251014141147NAL0001479811001
COMMUNITY MEMORIAL HOSPITAL
Form 5500
FILING_RECEIVED
CMH, INC. 403(B)
403(b) retirement plan
Signals · 2
89% in single holdingNo recordkeeper disclosed
Active participants
400
Accounts w/ balance
517
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.5M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Currentvalue Schedule 1" is 89% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY MEMORIAL HOSPITAL.
Plan sponsor
Name
COMMUNITY MEMORIAL HOSPITAL
EIN
15-0548010
Address
150 BROAD ST. · HAMILTON, NY · 13346
Phone
(315) 824-1100
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FUSTCHARLES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANCORP NA | 16-1268674 | — | NONE | $2K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
2 direct securities· $17.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Currentvalue Schedule 1 | — | — | — | $15.6M | 100.0% | |
| Currentvalue Schedule 1 | — | — | $1.2M | $1.9M | 12.0% |
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