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Original filing (PDF)20251013153728NAL0003501218001
HUNTERDON HEALTHCARE SYSTEM
Form 5500
FILING_RECEIVED
HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,622
Accounts w/ balance
3,437
Plan assets (EOY)
$235.6M
Net assets (EOY)
$235.6M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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
- 24 bps in Schedule C fees — 141% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNTERDON HEALTHCARE SYSTEM.
Plan sponsor
Name
HUNTERDON HEALTHCARE SYSTEM
EIN
22-1537688
Address
2100 WESCOTT DRIVE · FLEMINGTON, NJ · 088224603
Phone
(908) 788-6660
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASPIRE ADVISORS, LLC | — | NORTH WHITE PLAINS, NY | NONE | $346K | — |
| BENEFIT PLANS ADMINITRATIVE SVCS | 16-1503696 | UTICA, NY | NONE | $222K | — |
Investments
27 direct securities · 1 pooled fund· $235.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$230.3M
27 holdings
Pooled Separate Account
$5.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $25.4M | 10.8% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $23.7M | 10.1% | |
| Vanguard 500 Index Admiral Ser Mutual fund | — | — | — | $22.4M | 9.5% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $20.0M | 8.5% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $17.8M | 7.5% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $16.8M | 7.1% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $16.0M | 6.8% | |
| T. ROWE LG CAP GROWTH value of registered investment companies | — | — | — | $14.7M | 6.2% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $9.4M | 4.0% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $8.2M | 3.5% | |
| MET West Total Return Bond I Mutual fund | — | — | — | $7.5M | 3.2% | |
| Vanguard Mid-Cap Index Admiral Mutual fund | — | — | — | $6.0M | 2.5% | |
| Vanguard Small-Cap Index Admiral Mutual fund | — | — | — | $5.7M | 2.4% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $5.3M | 2.3% | |
| PRUDENTIAL PPSA value of registered investment companies | — | — | — | $5.0M | 2.1% | |
| PRUDENTIAL PPSA PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 608 | Pooled Separate Account | — | — | $5.0M | 2.1% | |
| Vanguard Dev Markets Index Admiral Mutual fund | — | — | — | $4.1M | 1.7% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $3.9M | 1.6% | |
| Vanguard Mid-Cap GR Index Admiral Mutual fund | — | — | — | $3.7M | 1.6% | |
| Vanguard Mid-Cap Val Index Admiral Mutual fund | — | — | — | $3.0M | 1.3% | |
| Diamond Hill Large Cap I Mutual fund | — | — | — | $2.8M | 1.2% | |
| Notes receivable from participants Interest rates: 3.25% - 8.5%; maturities of 2024 -0- | — | — | — | $2.4M | 1.0% | |
| MYPLANLOAN TRADITIONAL Participant loans | — | — | — | $2.4M | 1.0% | |
| Vanguard Real Estate Index Admiral Mutual fund | — | — | — | $1.4M | 0.6% | |
| VANGUARD TARGET RETIREM'T 2065 value of registered investment companies | — | — | — | $1.3M | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM value of registered investment companies | — | — | — | $984K | 0.4% | |
| INDIVIDUAL DIRECTED ACCOUNT Other | — | — | — | $290K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $282K | 0.1% |