Original filing (PDF)20251003095617NAL0000737619001

CUMBERLAND FAMILY MEDICAL CENTER

Name: CUMBERLAND FAMILY MEDICAL CENTER — CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: CUMBERLAND FAMILY MEDICAL CENTER

Form 5500

FILING_RECEIVED

CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

972

Accounts w/ balance

1,043

Plan assets (EOY)

$59.7M

Net assets (EOY)

$59.7M

How this plan invests

This plan

31 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUMBERLAND FAMILY MEDICAL CENTER.

Plan sponsor

Name

CUMBERLAND FAMILY MEDICAL CENTER

EIN

20-3131989

Address

P.O. BOX 1080 · BURKESVILLE, KY · 42717

Phone

(270) 864-2889

Industry

Offices of Physicians· 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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
FORVIS MAZARS WEALTH ADVISORS LLC	—	KANSAS CITY, MO	NONE	$10K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD JONES	—	ST. LOUIS, MO	NONE	$73K	—
CAPITAL GROUP RETIREMENT PLAN SERV.

Investments

31 direct securities· $59.7M(100% of reported assets)

Other securities

$57.5M

29 holdings

Cash / Money Market

$1.2M

1 holding

Participant loans

$973K

1 holding

					% of plan
American Funds Investment Company of America	Other securities	—	—	$8.9M	14.9%
American Funds Fundamental Investors Fund	Other securities	—	—	$6.1M	10.3%
American Funds American Balanced Fund	Other securities	—	—	$5.0M	8.4%
American Funds AMCAP Fund	Other securities	—	—	$4.9M	8.2%
American Funds Growth Fund of America	Other securities	—	—	$4.9M	8.1%
American Funds Target Retirement Date 2040	Other securities	—	—	$4.3M	7.2%
American Funds Target Retirement Date 2045	Other securities	—	—	$3.9M	6.5%
American Funds Target Retirement Date 2055	Other securities	—	—	$3.2M	5.4%
American Funds Target Retirement Date 2050	Other securities	—	—	$2.7M	4.5%
American Funds Target Retirement Date 2030	Other securities	—	—	$1.8M	3.0%
American Funds Target Retirement Date 2035	Other securities	—	—	$1.7M	2.9%
American Funds Target Retirement Date 2060	Other securities	—	—	$1.6M	2.6%
American Funds Capital Income Builder	Other securities	—	—	$1.3M	2.1%
American Funds Money Market Fund	Cash / Money Market	—	—	$1.2M	2.0%
American Funds Capital World Growth and Income Fund	Other securities	—	—	$1.2M	2.0%
Participant loans	Participant loans	—	$0	$973K	1.6%
American Funds Target Retirement Date 2025	Other securities	—	—	$910K	1.5%
American Funds New Perspective Fund	Other securities	—	—	$870K	1.5%
American Funds American Mutual Fund	Other securities	—	—	$802K	1.3%
American Funds New Economy Fund	Other securities	—	—	$705K	1.2%
American Funds Target Retirement Date 2065	Other securities	—	—	$649K	1.1%
American Funds EuroPacific Growth Fund	Other securities	—	—	$582K	1.0%
American Funds Bond Fund of America	Other securities	—	—	$537K	0.9%
American Funds Smallcap World Fund	Other securities	—	—	$389K	0.7%
American Funds Target New World Fund R4	Other securities	—	—	$162K	0.3%
American Funds Global Balanced Fund	Other securities	—	—	$154K	0.3%
American Funds Intermediate Bond Fund of America	Other securities	—	—	$87K	0.1%
American Funds Target Retirement Date 2010	Other securities	—	—	$62K	0.1%
American Funds Target Retirement Date 2020	Other securities	—	—	$6K	<0.1%
American Funds Target Retirement Date 2015	Other securities	—	—	$6K	<0.1%
American Funds Target Retirement Date 2070	Other securities	—	—	$1K	<0.1%