How big is Monument Health, Inc.'s plan?

Monument Health, Inc.'s plan reported $364.8M in assets and 5,494 participants for 2024.

Original filing (PDF)20251014114647NAL0002675169001

Monument Health, Inc.

Name: Monument Health, Inc. — Monument Health, Inc. 403(b), Form 5500 (2024)
Creator: Monument Health, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Monument Health, Inc. 403(b) Plan

403(b) retirement plan · Monument Health, Inc.'s Monument Health, Inc. 403(b) Plan held $364.8M in plan assets for 5,494 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered

Active participants

5,494

Accounts w/ balance

8,393

Plan assets (EOY)

$364.8M

Net assets (EOY)

$364.8M

People on this filing

Jeremy Weaver signed Monument Health, Inc.'s 2024 Form 5500 as plan administrator.

Jeremy Weaver — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Monument Health, Inc.'s EIN is 20-1487506.

EIN 20-1487506

Plan number 002

Plan year 2024

ACK ID 20251014114647NAL0002675169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monument Health, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monument Health, Inc.'s plan includes 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONUMENT HEALTH, INC..

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 894K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

MONUMENT HEALTH, INC.

EIN

all filings

Address

353 FAIRMONT BLVD. · P.O. BOX 6000 · RAPID CITY, SD · 57701

Phone

(605) 716-4986

Industry

Health Care & Social Assistance

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

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$121K	—
MEKETA INVESTMENT GROUP	04-2659023

Investments

32 direct securities· $357.2M(98% of reported assets)

Mutual Funds

$291.8M

24 holdings

Common Collective Trusts

$42.6M

2 holdings

Self-Directed Brokerage

$12.5M

1 holding

Other securities

$8.0M

4 holdings

Bonds / Notes

$2.3M

1 holding

					% of plan
Fidelity Freedom Blend 2040 Mutual Fund N/A	Mutual Funds	—	—	$35.3M	9.7%
Fidelity 500 Index Mutual Fund N/A	Common Collective Trusts	—	—	$35.2M	9.6%
Fidelity Freedom Blend 2050 Mutual Fund N/A	Mutual Funds	—	—	$32.4M	8.9%
Fidelity Growth Company Mutual Fund N/A	Mutual Funds	—	—	$32.2M	8.8%
Fidelity Freedom Blend 2045 Mutual Fund N/A	Mutual Funds	—	—	$27.9M	7.7%
Fidelity Freedom Blend 2035 Mutual Fund N/A	Mutual Funds	—	—	$25.8M	7.1%
Fidelity Freedom Blend 2030 Mutual Fund N/A	Mutual Funds	—	—	$24.2M	6.6%
Fidelity Freedom Blend 2055 Mutual Fund N/A	Mutual Funds	—	—	$22.0M	6.0%
Fidelity Freedom Blend 2025 Mutual Fund N/A	Mutual Funds	—	—	$20.8M	5.7%
Fidelity Freedom Blend 2060 Mutual Fund N/A	Mutual Funds	—	—	$13.0M	3.6%
1) Self-Directed Brokerage Accounts Mutual Funds and Money Market Mutual Funds N/A	Self-Directed Brokerage	—	—	$12.5M	3.4%
Fidelity Total Bond Mutual Fund N/A	Mutual Funds	—	—	$12.0M	3.3%
Fidelity Freedom Blend 2020 Mutual Fund N/A	Mutual Funds	—	—	$7.8M	2.1%
Fidelity Total Market Index Mutual Fund N/A	Common Collective Trusts	—	—	$7.4M	2.0%
Janus Henderson Enterprise Mutual Fund N/A	Mutual Funds	—	—	$7.0M	1.9%
Fidelity International Index Mutual Fund N/A	Mutual Funds	—	—	$5.9M	1.6%
MFS Value Fund Class R3 Mutual Fund N/A	Mutual Funds	—	—	$5.5M	1.5%
Fidelity Freedom Blend 2065 Mutual Fund N/A	Mutual Funds	—	—	$5.4M	1.5%
Fidelity Extended Market Index Mutual Fund N/A	Mutual Funds	—	—	$3.9M	1.1%
Fidelity Diversified International Mutual Fund N/A	Mutual Funds	—	—	$3.9M	1.1%
Invsco Developing Markets Mutual Fund N/A	Other securities	—	—	$3.0M	0.8%
Fidelity Freedom Blend 2015 Mutual Fund N/A	Mutual Funds	—	—	$2.4M	0.7%
Notes Receivable from Participants Maturing 2025 - 2039 at 4.25% - 9.50% -	Bonds / Notes	—	—	$2.3M	0.6%
Victory Sycamore Estbablished Value Mutual Fund N/A	Other securities	—	—	$2.3M	0.6%
Fidelity Small Cap Index Mutual Fund N/A	Mutual Funds	—	—	$1.8M	0.5%
Allspring Special Small Cap Value Mutual Fund N/A	Other securities	—	—	$1.6M	0.5%
Loomis Sayles Small Cap Growth Mutual Fund N/A	Other securities	—	—	$1.1M	0.3%
Fidelity High Income Mutual Fund N/A	Mutual Funds	—	—	$895K	0.2%
Fidelity Real Estate Mutual Fund N/A	Mutual Funds	—	—	$743K	0.2%
Fidelity Freedom Blend Income Mutual Fund N/A	Mutual Funds	—	—	$705K	0.2%
Fidelity Freedom Blend 2010 Mutual Fund N/A	Mutual Funds	—	—	$151K	<0.1%
Fidelity Freedom Blend 2070 Mutual Fund N/A	Mutual Funds	—	—	$42K	<0.1%