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Original filing (PDF)20251015085503NAL0008415362001
HACKENSACK MERIDIAN HEALTH
Form 5500
FILING_RECEIVED
HMH 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
39,534
Accounts w/ balance
53,979
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
This plan
26 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
- 10 bps in Schedule C fees — 94% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HACKENSACK MERIDIAN HEALTH.
Plan sponsor
Name
HACKENSACK MERIDIAN HEALTH
EIN
22-3474145
Address
343 THORNALL STREET · 8TH FLOOR · EDISON, NJ · 08837
Phone
(844) 464-9355
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $2.1M | — |
| TORRILLO & ASSOCIATES, LLC | 83-0414789 | — | NONE | $5K | — |
Investments
26 direct securities· $2.1B(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund 410,775 units | — | — | — | $196.7M | 9.2% | |
| Vanguard Target Retirement 2030 Fund 4,980,228 units | — | — | — | $188.7M | 8.9% | |
| Vanguard Target Retirement 2035 Fund 7,254,680 units | — | — | — | $174.0M | 8.2% | |
| Vanguard Target Retirement 2050 Fund 3,137,111 units | — | — | — | $156.4M | 7.3% | |
| Vanguard Target Retirement 2025 Fund 8,153,783 units | — | — | — | $152.4M | 7.2% | |
| Vanguard Target Retirement 2055 Fund 2,685,049 units | — | — | — | $149.3M | 7.0% | |
| Vanguard Target Retirement 2040 Fund 3,380,308 units | — | — | — | $146.1M | 6.9% | |
| Vanguard Target Retirement 2045 Fund 4,677,010 units | — | — | — | $138.8M | 6.5% | |
| Vanguard Extended Market Index Fund 777,533 units | — | — | — | $112.0M | 5.3% | |
| Vanguard Target Retirement 2060 Fund 2,148,554 units | — | — | — | $110.1M | 5.2% | |
| TIAA Stable Value Fund | — | — | — | $102.0M | 4.8% | |
| Vanguard Target Retirement 2020 Fund 2,726,744 units | — | — | — | $72.2M | 3.4% | |
| Vanguard Total International Stock Index Fund 520,357 units | — | — | — | $65.9M | 3.1% | |
| Vanguard Total Bond Market Index Fund 5,269,498 units | — | — | — | $50.0M | 2.3% | |
| Columbia Contrarian Core Fund 1,260,738 units | — | — | — | $46.0M | 2.2% | |
| Vanguard FTSE Social Index Fund 1,025,331 units | — | — | — | $41.6M | 2.0% | |
| Vanguard Target Retirement 2065 Fund 1,064,038 units | — | — | — | $35.8M | 1.7% | |
| Maturity range through 2044. | — | — | — | $29.3M | 1.4% | |
| Federated Institutional High Yield Bond Fund 2,266,253 units | — | — | — | $20.1M | 0.9% | |
| AMG GW&K Small/Mid Cap Fund 960,641 units | — | — | — | $18.2M | 0.9% | |
| The Hartford International Opportunities Fund 838,926 units | — | — | — | $16.1M | 0.8% | |
| Metropolitan West Total Return Bond Fund 1,838,302 units | — | — | — | $15.3M | 0.7% | |
| Ninety One Emerging Markets Equity Fund 1,421,702 units | — | — | — | $15.2M | 0.7% | |
| Vanguard Target Retirement Income Fund 766,313 units | — | — | — | $10.0M | 0.5% | |
| Vanguard Target Retirement 2070 Fund 94,030 units | — | — | — | $2.5M | 0.1% | |
| Principal Diversified Real Asset Fund 144,220 units | — | — | — | $1.6M | <0.1% |