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Original filing (PDF)20251015075926NAL0008253058001
ATLANTICARE REGIONAL MEDICAL CTR
Form 5500
FILING_RECEIVED
ATLANTICARE 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
6,753
Accounts w/ balance
7,464
Plan assets (EOY)
$434.1M
Net assets (EOY)
$434.1M
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 (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTICARE REGIONAL MEDICAL CTR.
Plan sponsor
Name
ATLANTICARE REGIONAL MEDICAL CTR
EIN
21-0634549
Address
6550 DELILAH ROAD BUILDING 508 · EGG HARBOR TOWNSHIP, NJ · 08234
Phone
(609) 407-2061
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN,PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $260K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH NC, NC | INVESTMENT ADVISOR | $64K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | GREENWOOD VILLAGE, CO | NONE | $75 | — |
Investments
31 direct securities· $424.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Hermes Kaufmann Small Cap Fund - Class R6 ** 155 Fidelity 500 Index Fund | — | — | — | $54.1M | 12.5% | |
| T. Rowe Price Retirement 2040 Fund - Class I | — | — | — | $38.5M | 8.9% | |
| T. Rowe Price Retirement 2030 Fund - Class I | — | — | — | $36.1M | 8.3% | |
| T. Rowe Price Retirement 2050 Fund - Class I | — | — | — | $29.6M | 6.8% | |
| T. Rowe Price Retirement 2045 Fund - Class I | — | — | — | $26.5M | 6.1% | |
| T. Rowe Price Retirement 2055 Fund - Class I | — | — | — | $26.4M | 6.1% | |
| T. Rowe Price Retirement 2035 Fund - Class I | — | — | — | $25.2M | 5.8% | |
| JPMorgan Large Cap Growth Fund - Class R6 | — | — | — | $24.2M | 5.6% | |
| Empower Annuity Insurance Company Guaranteed Income Fund | — | — | — | $19.5M | 4.5% | |
| T. Rowe Price Retirement 2025 Fund - Class I | — | — | — | $18.6M | 4.3% | |
| T. Rowe Price Retirement I 2010 Fund - Class I ** 40 T. Rowe Price Retirement I 2020 Fund - Class I ** 159 Vanguard Equity Income Fund | — | — | — | $16.0M | 3.7% | |
| Allspring Growth Fund - Class R6 ** 349 Eaton Vance Atlanta Capital SMID-Cap Fund - Class R6 | — | — | — | $11.2M | 2.6% | |
| T. Rowe Price Retirement 2060 Fund - Class I | — | — | — | $11.0M | 2.5% | |
| Vanguard International Value Portfolio Fund | — | — | — | $10.0M | 2.3% | |
| T. Rowe Price Retirement 2020 Fund - Class I | — | — | — | $9.2M | 2.1% | |
| Harbor Small Cap Growth Fund - Retirement Class | — | — | — | $8.5M | 2.0% | |
| Vanguard Total International Stock Index Fund - Institutional Class | — | — | — | $8.4M | 1.9% | |
| Participant loans Interest rates ranging from 4.25% to 9.5% with maturity - | — | — | — | $8.2M | 1.9% | |
| Fidelity Mid Cap Index Fund | — | — | — | $6.7M | 1.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $6.3M | 1.4% | |
| PIMCO Total Return Fund - Institutional Class | — | — | — | $5.9M | 1.4% | |
| Nuveen Real Estate Securities Fund - Class R6 | — | — | — | $5.8M | 1.3% | |
| T. Rowe Price High Yield Fund - Class I | — | — | — | $3.5M | 0.8% | |
| T. Rowe Price Retirement 2065 Fund - Class I | — | — | — | $3.4M | 0.8% | |
| Fidelity US Bond Index Fund | — | — | — | $3.1M | 0.7% | |
| T. Rowe Price Retirement 2010 Fund - Class I | — | — | — | $2.0M | 0.4% | |
| PIMCO Real Return Fund - Institutional Class | — | — | — | $1.8M | 0.4% | |
| T. Rowe Price Retirement 2015 Fund - Class I | — | — | — | $1.7M | 0.4% | |
| Victory Sycamore Established Value Fund - Class R6 | — | — | — | $1.5M | 0.3% | |
| MFS New Discovery Value Fund - Class R6 | — | — | — | $966K | 0.2% | |
| Self-directed brokerage accounts | — | — | — | $551K | 0.1% |
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