Original filing (PDF)20251014071043NAL0004892450001

COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION

Name: COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION — COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION

Form 5500

FILING_RECEIVED

COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION 403(B) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

421

Accounts w/ balance

496

Plan assets (EOY)

$41.7M

Net assets (EOY)

$41.7M

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

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION.

Plan sponsor

Name

COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION

EIN

22-1179701

Address

71 ALLEN STREET SUITE 101 · RUTLAND, VT · 05701

Phone

(802) 855-2077

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$53K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITY SERVICES INC	—	MONTPELIER, VT	INVESTMENT ADVISOR	$39K	—
RICHARDS INCORPORATED TRG INVESTMEN

Investments

32 direct securities· $41.7M(100% of reported assets)

Other securities

$41.6M

30 holdings

Cash / Money Market

$176K

1 holding

Common Stock

$4K

1 holding

					% of plan
American Funds 2030 Target Date Fund R6	Other securities	—	—	$8.1M	19.4%
American Funds 2035 Target Date Fund R6	Other securities	—	—	$6.6M	15.8%
American Funds 2025 Target Date Fund R6	Other securities	—	—	$4.2M	10.2%
American Funds 2040 Target Date Fund R6	Other securities	—	—	$4.0M	9.6%
American Funds 2050 Target Date Fund R6	Other securities	—	—	$3.8M	9.2%
American Funds 2045 Target Date Fund R6	Other securities	—	—	$2.6M	6.2%
American Funds 2020 Target Date Fund R6	Other securities	—	—	$2.3M	5.5%
Fidelity 500 Index	Other securities	—	—	$1.5M	3.7%
American Funds 2055 Target Date Fund R6	Other securities	—	—	$1.5M	3.6%
American Funds 2010 Target Date Fund R6	Other securities	—	—	$1.4M	3.3%
American Funds 2060 Target Date Fund R6	Other securities	—	—	$1.3M	3.0%
Notes receivable from participants	Other securities	—	—	$762K	1.8%
American Funds Growth Fund of Amer R6	Other securities	—	—	$580K	1.4%
Vanguard Mid Cap Index Adm	Other securities	—	—	$454K	1.1%
Vanguard Small Cap Index Fund - Admiral	Other securities	—	—	$330K	0.8%
Vanguard Value Index - Admiral	Other securities	—	—	$316K	0.8%
American Funds American Balanced R6	Other securities	—	—	$235K	0.6%
American Funds 2015 Target Date Fund R6	Other securities	—	—	$229K	0.5%
Dodge & Cox Income Fund - I	Other securities	—	—	$226K	0.5%
DFA US Targeted Value I	Other securities	—	—	$209K	0.5%
Vanguard Explorer Adm	Other securities	—	—	$202K	0.5%
American Funds Smallcap World R6	Other securities	—	—	$190K	0.5%
American Funds US Govt Money Market R6	Cash / Money Market	—	—	$176K	0.4%
American Funds Bond Fund of Amer R6	Other securities	—	—	$175K	0.4%
American Funds 2065 Target Date Fund R6	Other securities	—	—	$130K	0.3%
Vanguard Developed Markets Index Admiral	Other securities	—	—	$129K	0.3%
Vanguard Long-Term Investment Grade Adm	Other securities	—	—	$61K	0.1%
American Funds Europacific GR R6	Other securities	—	—	$53K	0.1%
American Funds New Perspective R6	Other securities	—	—	$13K	<0.1%
American Funds American HI Inc R6	Common Stock	—	—	$4K	<0.1%
American Funds New Economy R6	Other securities	—	—	$1K	<0.1%
American Funds 2070 Target Date Fund R6	Other securities	—	—	$759	<0.1%