Original filing (PDF)20251009132644NAL0011563952001

ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC.

Name: ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC. — ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC.

Form 5500

FILING_RECEIVED

ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

193

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade A

Top-tier plan health

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC..

Plan sponsor

Name

ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC.

EIN

16-1391191

Address

299 EAST RIVER ROAD · OSWEGO, NY · 13126

Phone

(315) 342-3166

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

21 direct securities· $2.5M(93% of reported assets)

Other securities

$2.5M

20 holdings

Cash / Money Market

$14K

1 holding

					% of plan
American Funds Growth Fund of America	Other securities	—	—	$545K	19.9%
American Funds Fundamental Investors	Other securities	—	—	$369K	13.5%
American Funds 2050 Target Date Retirement Fund	Other securities	—	—	$297K	10.9%
American Funds Capital World Growth & Income	Other securities	—	—	$199K	7.3%
American Funds Income Fund of America	Other securities	—	—	$171K	6.3%
American Funds 2040 Target Date Retirement Fund	Other securities	—	—	$125K	4.6%
American Funds 2035 Target Date Retirement Fund	Other securities	—	—	$118K	4.3%
American Funds 2030 Target Date Retirement Fund	Other securities	—	—	$109K	4.0%
American Funds Small Cap World Fund	Other securities	—	—	$108K	4.0%
American Funds 2045 Target Date Retirement Fund	Other securities	—	—	$97K	3.5%
American Funds The Bond Fund of America	Other securities	—	—	$82K	3.0%
American Funds 2025 Target Date Retirement Fund	Other securities	—	—	$71K	2.6%
American Funds 2015 Target Date Retirement Fund	Other securities	—	—	$59K	2.2%
American Funds 2055 Target Date Retirement Fund	Other securities	—	—	$45K	1.7%
American Funds 2020 Target Date Retirement Fund	Other securities	—	—	$44K	1.6%
American Funds 2060 Target Date Retirement Fund	Other securities	—	—	$29K	1.0%
American Funds EuroPacific Growth Fund	Other securities	—	—	$21K	0.8%
American Funds New World Fund	Other securities	—	—	$21K	0.8%
American Funds Money Market Fund	Cash / Money Market	—	—	$14K	0.5%
American Funds 2010 Target Date Retirement Fund	Other securities	—	—	$13K	0.5%
American Funds 2065 Target Date Retirement Fund	Other securities	—	—	$12K	0.4%