Back to filter
Original filing (PDF)20251015083721NAL0004357777001
CAPITAL HEALTH SYSTEM, INC.
Form 5500
FILING_RECEIVED
CAPITAL HEALTH RETIREMENT SAVINGS & INVESTMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,888
Accounts w/ balance
5,304
Plan assets (EOY)
$450.0M
Net assets (EOY)
$450.0M
How this plan invests
This plan
72 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly 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 CAPITAL HEALTH SYSTEM, INC..
Plan sponsor
Name
CAPITAL HEALTH SYSTEM, INC.
EIN
22-3548695
Address
2997 PRINCETON PIKE, · SUITE 200 · LAWRENCEVILLE, NJ · 08648
Phone
(609) 394-4191
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $360K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $208K | — |
| SEI INVESTMENTS COMPANY | 23-1707341 | — | NONE | $38K | — |
| BAKER TILLY US LLP | 39-0859910 | — | NONE | $32K | — |
Investments
72 direct securities· $450.0M(100% of reported assets)
Uncategorized
$450.0M
70 holdings
CORPORATE BOND
$13K
1 holding
Mutual Funds
$10K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| OPPORTUNITIES INV A ** FIDELITY 500 INDEX N/R | — | — | — | $67.9M | 15.1% | |
| MARKETS EQUITY INST HARBOR CAPITAL HARBOR CAPITAL APPRECIATION N/R | — | — | — | $64.9M | 14.4% | |
| Fully Benefit-Responsive Investment Contracts * EMPOWER GUARANTEED INTEREST FUND N/A | — | — | — | $44.7M | 9.9% | |
| FIDELITY EXTENDED MARKET N/R | — | — | — | $28.6M | 6.4% | |
| INDEX SEI CORE FIXED INCOME Y N/R | — | — | — | $28.0M | 6.2% | |
| GROWTH F1 AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC N/R | — | — | — | $24.9M | 5.5% | |
| 2025 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $18.1M | 4.0% | |
| 2030 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $17.3M | 3.8% | |
| 2035 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $16.1M | 3.6% | |
| INSTL HARTFORD DIVIDEND & N/R | — | — | — | $14.9M | 3.3% | |
| INDEX FIDELITY INTERNATIONAL INDEX N/R | — | — | — | $14.6M | 3.2% | |
| GROWTH A OAKMARK EQUITY & INCOME I N/R | — | — | — | $13.7M | 3.1% | |
| 2040 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $13.7M | 3.1% | |
| 2045 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $12.6M | 2.8% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $12.3M | 2.7% | |
| 2050 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $9.0M | 2.0% | |
| 2055 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $6.3M | 1.4% | |
| 2015 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $6.1M | 1.4% | |
| INST PIMCO REAL RETURN INSTL N/R | — | — | — | $5.9M | 1.3% | |
| AMERICAN BEACON AMERICAN BEACON SMALL CP N/R | — | — | — | $5.8M | 1.3% | |
| MINERALS A JPMORGAN US GOVT MMKT N/R | — | — | — | $5.2M | 1.2% | |
| Participant Loans Interest rates: 4.25% - 10.50% $0 | — | — | — | $4.6M | 1.0% | |
| CAP INVESTOR PGIM JENNISON PGIM JENNISON SMALL N/R | — | — | — | $4.4M | 1.0% | |
| MORGAN MAINSTAY MACKAY HIGH YIELD N/R | — | — | — | $4.4M | 1.0% | |
| 2010 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $1.7M | 0.4% | |
| 2060 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $1.0M | 0.2% | |
| PROFUNDS BITCOIN STRATEGY N/R | — | — | — | $477K | 0.1% | |
| ADMIN ** PIMCO INVESTMENTS INCOME N/R | — | — | — | $272K | <0.1% | |
| SCHWAB TOTAL STOCK MARKET N/R | — | — | — | $215K | <0.1% | |
| RETAIL ** BLACKROCK TECHNOLOGY N/R | — | — | — | $209K | <0.1% | |
| 2005 FUND T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $180K | <0.1% | |
| LARGE COMPANY IDX ** SCHWAB S&P 500 INDEX N/R | — | — | — | $165K | <0.1% | |
| MONEY INV ** SCHWAB GOVERNMENT MONEY N/R | — | — | — | $139K | <0.1% | |
| INDEX ADMIRAL ** VANGUARD UTILITIES INDEX N/R | — | — | — | $121K | <0.1% | |
| INV ** SCHWAB VALUE ADVANTAGE N/R | — | — | — | $113K | <0.1% | |
| FLOATING RATE INVESTOR ** T ROWE PRICE T. ROWE PRICE FUNDS HEALTH N/R | — | — | — | $102K | <0.1% | |
| CAP GR ** T. ROWE PRICE T. ROWE PRICE FUNDS BLUE N/R | — | — | — | $100K | <0.1% | |
| FIDELITY INV SEL SOFTWARE & N/R | — | — | — | $82K | <0.1% | |
| INVESTOR ** SCHWAB GOVERNMENT MONEY N/R | — | — | — | $81K | <0.1% | |
| Money Market Portfolio ** SCHWAB US TREASURY MONEY N/R | — | — | — | $65K | <0.1% | |
| PARNASSUS INVESTMENTS MID N/R | — | — | — | $61K | <0.1% | |
| SCIS INVESTOR ** THRIVENT SMALL CAP STOCK S N/R | — | — | — | $57K | <0.1% | |
| VANGUARD SM CAP VALUE N/R | — | — | — | $55K | <0.1% | |
| Interest-Bearing Cash SCHWAB BANK SWEEP N/R | — | — | — | $55K | <0.1% | |
| GROWTH Y INVESCO GOLD & SPECIAL N/R | — | — | — | $55K | <0.1% | |
| MORGAN STANLEY MORGAN STANLEY INST N/R | — | — | — | $52K | <0.1% | |
| FPA FUNDS CRESCENT INST N/R | — | — | — | $51K | <0.1% | |
| AND DEVCS ** FIDELITY SELECT TECHNOLOGY N/R | — | — | — | $47K | <0.1% | |
| MONEY INVESTOR SHARES ** SCHWAB TREASURY OBLIG N/R | — | — | — | $41K | <0.1% | |
| DISCOVERY A ** MORGAN STANLEY MORGAN STANLEY INST N/R | — | — | — | $40K | <0.1% | |
| COMPANY R6 ** PIMCO INVESTMENTS INCOME N/R | — | — | — | $37K | <0.1% | |
| CHIP GROWTH INVESTOR ** T. ROWE PRICE T. ROWE PRICE FUNDS N/R | — | — | — | $37K | <0.1% | |
| VAL R5 ** AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC N/R | — | — | — | $37K | <0.1% | |
| INDEX ADMIRAL ** VANGUARD ENERGY INVESTOR N/R | — | — | — | $23K | <0.1% | |
| ADM ** VANGUARD HIGH YIELD CORP N/R | — | — | — | $22K | <0.1% | |
| INV REGAN TOTAL RETURN INCOME N/R | — | — | — | $20K | <0.1% | |
| INSTITUTIONAL ** SCHWAB BALANCED N/R | — | — | — | $20K | <0.1% | |
| GOEHRING & ROZENCWAJG GOEHRING & ROZENCWAJG N/R | — | — | — | $19K | <0.1% | |
| VANGUARD DIV APPRECIATION N/R | — | — | — | $19K | <0.1% | |
| EQUITY INDEX FD ** SCHWAB FUNDAMENTAL US N/R | — | — | — | $18K | <0.1% | |
| GROWTH R6 ** BARON CAPITAL GROUP BARON CAPITAL GROUP SM CAP N/R | — | — | — | $16K | <0.1% | |
| RESOURCES RETAIL GQG PARTNERS GQG PARTNERS EMERGING N/R | — | — | — | $14K | <0.1% | |
| R6 ** MATTHEWS EM SM COMS INV N/R | CORPORATE BOND | — | — | $13K | <0.1% | |
| VANGUARD FTSE SOCIAL INDEX N/R | — | — | — | $12K | <0.1% | |
| ADMIRAL ** VICTORY NASDAQ-100 INDEX N/R | — | — | — | $12K | <0.1% | |
| MATTHEWS INDIA INVESTOR N/R | — | — | — | $10K | <0.1% | |
| s ** AMANA GROWTH INVESTOR N/R | Mutual Funds | — | — | $10K | <0.1% | |
| BALANCED FUND T. ROWE PRICE T. ROWE PRICE DIVERSIFIED MID N/R | — | — | — | $6K | <0.1% | |
| SCHWAB FUNDAMENTAL INTL N/R | — | — | — | $6K | <0.1% | |
| ADMIRAL ** VANGUARD GROWTH & INCOME N/R | — | — | — | $3K | <0.1% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT N/R | — | — | — | $3K | <0.1% | |
| IT SVCS RETAIL ** FIDELITY SELECT MEDICAL TECH N/R | — | — | — | $3K | <0.1% |