Original filing (PDF)20251008111038NAL0013568898001

FORT HUDSON NURSING CENTER, INC.

Name: FORT HUDSON NURSING CENTER, INC. — FORT HUDSON NURSING CENTER, INC. 403(B) PLAN, Form 5500 (2024)
Creator: FORT HUDSON NURSING CENTER, INC.

Form 5500

FILING_RECEIVED

FORT HUDSON NURSING CENTER, INC. 403(B) PLAN

401(k) retirement plan

Signals · 1

29% in single holding

Active participants

390

Accounts w/ balance

210

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

How this plan invests

This plan

49 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

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 FORT HUDSON NURSING CENTER, INC..

Plan sponsor

Name

FORT HUDSON NURSING CENTER, INC.

EIN

20-0481583

Address

319 BROADWAY · FORT EDWARD, NY · 12828

Phone

(518) 747-2811

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLENS FALLS NATIONAL BANK	—	GLENS FALLS, NY	NONE	$8K	—
CHARLES SCHWAB & CO., INC.	94-1737782	—	NONE	$0	—
EQUITABLE FINANCIAL LIFE INSURANCE	13-5570651	—	NONE	$0	—

Investments

49 direct securities· $2.0M(100% of reported assets)

Other securities

$1.9M

44 holdings

Common Stock

$82K

3 holdings

Bonds / Notes

$8K

1 holding

Cash / Money Market

$1K

1 holding

					% of plan
Fidelity Balanced Fund N/A 19,734 shares	Other securities	—	$20K	$583K	29.5%
Vanguard 500 Index Fd 369 shares	Other securities	—	—	$200K	10.1%
Fidelity Blue Chip Growth 544 shares	Other securities	—	—	$124K	6.2%
Vanguard Mid Cap Index Fund Admiral 349 shares	Other securities	—	—	$114K	5.8%
Vanguard Target Retirement 2050 Fd I 1,714 shares	Other securities	—	$2K	$85K	4.3%
EQ/Common Stock Index 55 shares	Common Stock	—	—	$77K	3.9%
Vanguard Target Retirement 2045 Fd I 2,028 shares	Other securities	—	$2K	$60K	3.0%
Dodge & Cox Stock I 222 shares	Other securities	—	—	$57K	2.9%
EQ/Lg Cap Val Managed Vol 188 shares	Other securities	—	—	$55K	2.8%
Vanguard Mid-Cap Growth Index Adm 469 shares	Other securities	—	—	$51K	2.6%
EQ - Guaranteed Interest Account 398 shares	Other securities	—	—	$50K	2.5%
EQ/Moderate Allocation 437 shares	Other securities	—	—	$49K	2.5%
EQ/Lg Cap Grow Managed Volume 55 shares	Other securities	—	—	$45K	2.3%
Multimanager Aggressive Equity 100 shares	Other securities	—	—	$42K	2.1%
Madison Mid Cap Fd Cl R6 2,067 shares	Other securities	—	$2K	$35K	1.8%
Vanguard Target Retirement 2035 Fd I 1,416 shares	Other securities	—	$1K	$34K	1.7%
Goldman Sachs Intl Eqty Insights I 2,140 shares	Other securities	—	$2K	$30K	1.5%
Fidelity Investment Grade Bond Fd 3,010 shares	Other securities	—	$3K	$21K	1.1%
EQ/Equity 500 Index 15 shares	Other securities	—	—	$20K	1.0%
EQ/Large Cap Growth Index 40 shares	Other securities	—	—	$19K	1.0%
Vanguard Target Retirement 2040 Fd I 397 shares	Other securities	—	—	$17K	0.9%
Vanguard Short Term Bd Index Fd Adm 1,662 shares	Other securities	—	$2K	$17K	0.8%
Vanguard Total Bond Mkt Index Adm 1,770 shares	Other securities	—	$2K	$17K	0.8%
EQ/Multimanager Technology 17 shares	Other securities	—	—	$14K	0.7%
FAM Sm Cap Fd Inst 498 shares	Other securities	—	—	$13K	0.7%
EQ/International Equity Index 67 shares	Other securities	—	—	$13K	0.7%
Vanguard Target Retirement 2055 Inv 216 shares	Other securities	—	—	$12K	0.6%
PIMCO Commodity Real Return Instl 887 shares	Other securities	—	—	$12K	0.6%
Vanguard Target Retirement 2060 Inv 227 shares	Other securities	—	—	$12K	0.6%
Principal SmallCap Inst 376 shares	Other securities	—	—	$11K	0.5%
EQ/Core Plus Bond 48 shares	Other securities	—	—	$8K	0.4%
SCH Treas Obligation MMF Investor SH 7,846 shares	Other securities	—	$8K	$8K	0.4%
NOTES RECEIVABLE FROM PARTICIPANTS Participant loans with interest rates of 4.25% - 9.50%, maturing through 2027 -	Bonds / Notes	—	—	$8K	0.4%
Vanguard Mid Cap ValIndex Admiral 87 shares	Other securities	—	—	$7K	0.4%
Vanguard Real Estate In Fd Adm Shrs 55 shares	Other securities	—	—	$7K	0.4%
Clearbridge Intl Gwth Fd I 102 shares	Other securities	—	—	$7K	0.3%
Goldman Sachs Emrg MktsEqty Insight 727 shares	Other securities	—	—	$6K	0.3%
Lord Abbett Short Dur Income Cl R6 1,566 shares	Other securities	—	$2K	$6K	0.3%
Vanguard Small Cap Value Index Admir 65 shares	Other securities	—	—	$6K	0.3%
Vanguard Target Retirement 2065 127 shares	Other securities	—	—	$4K	0.2%
Vanguard Small Cap Index Admiral Sh 37 shares	Other securities	—	—	$4K	0.2%
Vanguard Total Intl Stock Index Adm 110 shares	Other securities	—	—	$3K	0.2%
Vanguard Hi-Yield Corp Fd Admiral Sh 610 shares	Common Stock	—	—	$3K	0.2%
Vanguard Small Cap Growth Index Adm 32 shares	Other securities	—	—	$3K	0.2%
Clearbridge Mid Cap Fd I 48 shares	Other securities	—	—	$2K	<0.1%
Vanguard Value Index Admiral 26 shares	Other securities	—	—	$2K	<0.1%
Cohen & Steers Preferred Sec & Inc I 132 shares	Common Stock	—	—	$2K	<0.1%
Vanguard Target Retirement 2030 Fd I 38 shares	Other securities	—	—	$1K	<0.1%
NON-INTEREST BEARING CASH	Cash / Money Market	—	—	$1K	<0.1%