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Original filing (PDF)20251007135047NAL0002517987001
BEECHWOOD HEALTH CARE CENTER, INC
Form 5500
FILING_RECEIVED
BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
544
Accounts w/ balance
1,119
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
67 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 117% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEECHWOOD HEALTH CARE CENTER, INC.
Plan sponsor
Name
BEECHWOOD HEALTH CARE CENTER, INC
DBA
BEECHWOOD HOMES
EIN
20-3368932
Address
2235 MILLERSPORT HWY · GETZVILLE, NY · 14068
Phone
(716) 810-7302
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO. | 74-1625348 | — | NONE | $107K | — |
| VALIC RETIREMENT SERVICES CO. | 51-0396365 | — | NONE | $3K | — |
Investments
67 direct securities· $17.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $1.8M | 10.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $1.3M | 7.3% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $1.3M | 7.2% | |
| Fidelity Mid Cap Index Fund Institutional Premium | — | — | — | $994K | 5.7% | |
| Fidelity Total International Index Fund Institutional | — | — | — | $985K | 5.6% | |
| VALIC * Fixed Interest Account | — | — | — | $958K | 5.5% | |
| Fidelity US Bond Index Fund Institutional | — | — | — | $944K | 5.4% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $686K | 3.9% | |
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $650K | 3.7% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $643K | 3.7% | |
| Capital Group American Funds EuroPacific Growth Fund - Class R6 | — | — | — | $636K | 3.6% | |
| Fidelity Small Cap Index Institutional Fund | — | — | — | $623K | 3.6% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $612K | 3.5% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $580K | 3.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $553K | 3.2% | |
| Capital Group American Funds American Mutual Fund - Class R5E | — | — | — | $432K | 2.5% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $419K | 2.4% | |
| VALIC * Fixed Account Plus | — | — | — | $325K | 1.9% | |
| MFS Global Equity R6 | — | — | — | $294K | 1.7% | |
| American Century Premium Money Market Fund | — | — | — | $287K | 1.6% | |
| Vanguard Lifestrategy Conservative Growth Fund | — | — | — | $261K | 1.5% | |
| Fidelity Total Bond K6 | — | — | — | $228K | 1.3% | |
| Cohen & Steers Real Estate Securities Fund - Class A | — | — | — | $194K | 1.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $193K | 1.1% | |
| VALIC/PineBridge Investments * Conservative Growth Lifestyle Fund | — | — | — | $162K | 0.9% | |
| ClearBridge Appreciation Fund - Class A | — | — | — | $155K | 0.9% | |
| VALIC/SunAmerica * Stock Index Fund | — | — | — | $146K | 0.8% | |
| VALIC/PineBridge Investments * Moderate Growth Lifestyle | — | — | — | $117K | 0.7% | |
| Victory Capital Sycamore Established Value - Class R6 | — | — | — | $111K | 0.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $107K | 0.6% | |
| Beechwood Tax Sheltered Annuity Retirement Plan * Participant loans (interest rates - 4.25% to 9.50%) | — | — | — | $98K | 0.6% | |
| Vanguard Windsor II Fund | — | — | — | $74K | 0.4% | |
| JP Morgan Small Cap Growth - Class R6 | — | — | — | $72K | 0.4% | |
| VALIC/PineBridge Investments * International Equities Index Fund | — | — | — | $68K | 0.4% | |
| VALIC/SunAmerica * Mid Cap Index Fund | — | — | — | $45K | 0.3% | |
| VALIC/Wellington * High Yield Bond Fund | — | — | — | $38K | 0.2% | |
| VALIC/PineBridge Investments * Core Bond Fund | — | — | — | $37K | 0.2% | |
| VALIC/SunAmerica * Small Cap Index Fund | — | — | — | $35K | 0.2% | |
| VALIC/JP Morgan * Emerging Economies Fund | — | — | — | $29K | 0.2% | |
| Janus Henderson Enterprise Fund | — | — | — | $26K | 0.1% | |
| VALIC/SunAmerica * Socially Responsible Fund | — | — | — | $21K | 0.1% | |
| VALIC * Systemic Core Fund | — | — | — | $20K | 0.1% | |
| VALIC/Franklin Templeton * International Value Fund | — | — | — | $20K | 0.1% | |
| VALIC/USAA * NASDAQ-100 Index Fund | — | — | — | $19K | 0.1% | |
| VALIC/PineBridge Investments * Inflation Protected Fund | — | — | — | $18K | 0.1% | |
| Goldman Sachs Variable Insurance Trust Money Market Fund | — | — | — | $17K | <0.1% | |
| VALIC/Wellington/FAF Advisors * Mid Cap Value Fund | — | — | — | $17K | <0.1% | |
| VALIC/American Century/Invesco Aim * International Growth I Fund | — | — | — | $16K | <0.1% | |
| VALIC/T. Rowe Price/RCM/Wellington * Science & Technology Fund | — | — | — | $13K | <0.1% | |
| VALIC * Short Term Fixed Account | — | — | — | $13K | <0.1% | |
| VALIC/JP Morgan/SunAmerica/MetWest * Small Cap Value Fund | — | — | — | $13K | <0.1% | |
| VALIC/PineBridge Investments/Invesco Aim * International Opportunities | — | — | — | $13K | <0.1% | |
| VALIC/SunAmerica * International Socially Responsible Fund | — | — | — | $12K | <0.1% | |
| VALIC/SunAmerica/Invesco Aim * Large Capital Growth Fund | — | — | — | $11K | <0.1% | |
| VALIC/SunAmerica * Mid Cap Strategic Growth | — | — | — | $10K | <0.1% | |
| VALIC/Invesco Aim/GoldmanSachs * Global Real Estate Fund | — | — | — | $10K | <0.1% | |
| VALIC/T. Rowe Price * Systematic Growth Fund | — | — | — | $10K | <0.1% | |
| VALIC/SunAmerica/BlackRock * Dividend Value Fund | — | — | — | $10K | <0.1% | |
| VALIC * Capital Appreciation Fund | — | — | — | $9K | <0.1% | |
| Vanguard Lifestrategy Growth Fund | — | — | — | $9K | <0.1% | |
| VALIC/SunAmerica * Government Securities Fund | — | — | — | $8K | <0.1% | |
| Vanguard Long-Term Investment Grade Fund | — | — | — | $7K | <0.1% | |
| Ariel Appreciation Fund | — | — | — | $7K | <0.1% | |
| Vanguard Long-Term Treasury Fund | — | — | — | $5K | <0.1% | |
| VALIC/PineBridge Investments * Aggressive Growth Lifestyle Fund | — | — | — | $4K | <0.1% | |
| Vanguard Wellington Fund | — | — | — | $3K | <0.1% | |
| VALIC/PineBridge Investments * International Government Bond | — | — | — | $2K | <0.1% |