Original filing (PDF)20251015153258NAL0010073698001

THE VALLEY HOSPITAL

Name: THE VALLEY HOSPITAL — 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL, Form 5500 (2024)
Creator: THE VALLEY HOSPITAL

Form 5500

FILING_RECEIVED

401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

6,085

Accounts w/ balance

7,960

Plan assets (EOY)

$1.1B

Net assets (EOY)

$1.1B

How this plan invests

This plan

81 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE VALLEY HOSPITAL.

Plan sponsor

Name

THE VALLEY HOSPITAL

EIN

22-1487307

Address

4 VALLEY HEALTH PLAZA · PARAMUS, NJ · 07652

Phone

(201) 291-6492

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$344K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE CONCORD ADVISORY GROUP	22-3039644	—	ADVISOR	$61K	—

Investments

81 direct securities· $1.1B(100% of reported assets)

Other securities

$970.0M

80 holdings

Mutual Funds

$89.2M

1 holding

					% of plan
FIXED INCOME ANNUITY * Lincoln Stable Value Account -Z194	Other securities	—	—	$123.1M	11.6%
S JP Morgan Large Cap Growth Class R6	Mutual Funds	—	$1.1M	$89.2M	8.4%
Vanguard 500 Index Admiral Class	Other securities	—	$144K	$78.1M	7.4%
YOURPATH ISHARES 2035 MODERATE	Other securities	—	$4.4M	$50.6M	4.8%
American Funds Washington Mutual Investors Class R6	Other securities	—	$791K	$48.7M	4.6%
Vanguard Small Cap Index Institutional Shares	Other securities	—	$400K	$46.0M	4.3%
YOURPATH ISHARES 2030 MODERATE	Other securities	—	$4.3M	$44.6M	4.2%
YOURPATH ISHARES 2025 MODERATE	Other securities	—	$4.2M	$40.5M	3.8%
YOURPATH ISHARES 2050 MODERATE	Other securities	—	$2.9M	$37.9M	3.6%
Vanguard Wellington Admiral Shares	Other securities	—	$490K	$36.2M	3.4%
YOURPATH ISHARES 2045 MODERATE	Other securities	—	$2.7M	$35.0M	3.3%
YOURPATH ISHARES 2035 GROWTH	Other securities	—	$2.6M	$33.3M	3.1%
YOURPATH ISHARES 2040 MODERATE	Other securities	—	$2.6M	$32.2M	3.0%
Vanguard Mid Cap Index Institutional Shares	Other securities	—	$430K	$31.0M	2.9%
YOURPATH ISHARES 2055 MODERATE	Other securities	—	$2.3M	$30.9M	2.9%
Metropolitan West Total Return Bond Plan Class	Other securities	—	$3.4M	$28.4M	2.7%
YOURPATH ISHARES 2030 GROWTH	Other securities	—	$2.2M	$26.2M	2.5%
American Funds Europacific Growth Class R6	Other securities	—	$431K	$23.1M	2.2%
YOURPATH ISHARES 2040 GROWTH	Other securities	—	$1.5M	$20.0M	1.9%
YOURPATH ISHARES 2060 MODERATE	Other securities	—	$1.4M	$19.2M	1.8%
YOURPATH ISHARES 2020 MODERATE	Other securities	—	$1.9M	$17.4M	1.6%
YOURPATH ISHARES 2045 GROWTH	Other securities	—	$1.2M	$16.5M	1.6%
YOURPATH ISHARES 2050 GROWTH	Other securities	—	$879K	$11.9M	1.1%
YOURPATH ISHARES 2025 MODERATE	Other securities	—	—	$10.8M	1.0%
YOURPATH ISHARES 2025 CONSERVATIVE	Other securities	—	$1.2M	$9.7M	0.9%
YOURPATH ISHARES 2030 MODERATE	Other securities	—	—	$8.5M	0.8%
from Participants maturities through 2039	Other securities	—	—	$6.7M	0.6%
YOURPATH ISHARES 2025 GROWTH	Other securities	—	$599K	$6.7M	0.6%
YOURPATH ISHARES 2020 CONSERVATIVE	Other securities	—	$750K	$6.0M	0.6%
YOURPATH ISHARES 2015 MODERATE	Other securities	—	$672K	$5.8M	0.6%
YOURPATH ISHARES 2035 MODERATE	Other securities	—	—	$5.7M	0.5%
YOURPATH ISHARES 2055 GROWTH	Other securities	—	$415K	$5.6M	0.5%
YOURPATH ISHARES 2020 MODERATE	Other securities	—	—	$5.5M	0.5%
YOURPATH ISHARES 2065 MODERATE	Other securities	—	$412K	$5.5M	0.5%
Nuveen Real Estate Securities Select	Other securities	—	$276K	$5.0M	0.5%
American Century Emerging Markets R6 Class	Other securities	—	$382K	$4.4M	0.4%
YOURPATH ISHARES 2030 CONSERVATIVE	Other securities	—	$473K	$4.2M	0.4%
Fidelity US Bond Index	Other securities	—	$402K	$4.1M	0.4%
YOURPATH ISHARES 2025 CONSERVATIVE	Other securities	—	—	$3.8M	0.4%
YOURPATH ISHARES 2020 CONSERVATIVE	Other securities	—	—	$2.7M	0.3%
Pimco All Asset Institutional Class	Other securities	—	$234K	$2.5M	0.2%
YOURPATH ISHARES 2030 GROWTH	Other securities	—	—	$2.3M	0.2%
YOURPATH ISHARES 2065 GROWTH	Other securities	—	$163K	$2.2M	0.2%
YOURPATH ISHARES 2015 MODERATE	Other securities	—	—	$2.2M	0.2%
YOURPATH ISHARES 2035 CONSERVATIVE	Other securities	—	$211K	$2.0M	0.2%
Vanguard Total International Stock Index Admiral Shares	Other securities	—	$61K	$1.9M	0.2%
YOURPATH ISHARES 2020 GROWTH	Other securities	—	$171K	$1.8M	0.2%
YOURPATH ISHARES 2040 MODERATE	Other securities	—	—	$1.7M	0.2%
YOURPATH ISHARES INCOME CONSERVATIVE	Other securities	—	$245K	$1.7M	0.2%
YOURPATH ISHARES 2015 CONSERVATIVE	Other securities	—	$762K	$1.7M	0.2%