Back to filter
Original filing (PDF)20260301155059NAL0001158450001
THE BEHAVIORAL WELLNESS CENTER AT GIRARD
Form 5500
FILING_RECEIVED
THE BEHAVIORAL WELLNESS CENTER AT GIRARD 403(B) RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
Late filing · 3.5 moNo recordkeeper disclosed
Active participants
127
Accounts w/ balance
177
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
86
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.5 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BEHAVIORAL WELLNESS CENTER AT GIRARD.
Plan sponsor
Name
THE BEHAVIORAL WELLNESS CENTER AT GIRARD
EIN
23-2610538
Address
801 W GIRARD AVE · PHILADELPHIA, PA · 191224212
Phone
(215) 787-2300
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
2026-03-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
WITHUM SMITH AND BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN PARTNERS, LLC | 26-3310639 | CHERRY HILL, NJ | THIRD PARTY ADMINISTRATOR | $5K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | — | $8K | — |
| IRON FIDUCIARY | 99-9552241 | — | — | $1K | — |
| PARKLAND SECURITIES, INC | 74-3010408 | ANN ARBOR, PA | — | — | — |
Investments
35 direct securities· $2.5M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $369K | 13.2% | |
| American Funds American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $307K | 11.0% | |
| Fidelity 500 Index Fund | — | — | — | $284K | 10.2% | |
| American Funds American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $281K | 10.1% | |
| American Funds American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $181K | 6.5% | |
| American Funds American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $167K | 6.0% | |
| Vanguard Total Stock Market Index Fund Admiral | — | — | — | $146K | 5.2% | |
| Legal & General Legal & General Commodity Strategy Fund Institutional ** 186 State Street Balanced Index Fund - Class K | — | — | — | $141K | 5.0% | |
| American Funds American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $127K | 4.5% | |
| American Funds American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $113K | 4.1% | |
| Brown Advisory Sustainable Growth Fund Institutional | — | — | — | $94K | 3.4% | |
| Goldman Sachs GQG Partners International Opportunity Fund R6 ** 470 JPMorgan Equity Income Fund R5 ** 352 JPMorgan Large Cap Growth Fund R6 ** 366 MFS Mid Cap Growth Fund R6 ** 240 * Nationwide Geneva Small Cap Growth Institutional Service | — | — | — | $64K | 2.3% | |
| Vanguard Windsor Fund Admiral | — | — | — | $59K | 2.1% | |
| American Funds American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $29K | 1.1% | |
| Vanguard Explorer Fund Admiral ** 118 Vanguard Wellesley Income Fund Admiral | — | — | — | $25K | 0.9% | |
| American Funds American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $22K | 0.8% | |
| Fidelity International Index Fund ** 544 Fidelity US Bond Index Fund | — | — | — | $14K | 0.5% | |
| Cohen & Steers Real Estate Securities Institutional | — | — | — | $13K | 0.5% | |
| Nationwide International Small Cap Fund R6 | — | — | — | $13K | 0.5% | |
| American Funds American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $12K | 0.4% | |
| American Funds American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $12K | 0.4% | |
| Nationwide Loomis All Cap Growth Fund R6 ** 429 PGIM Total Return Bond Fund R6 ** 244 PIMCO Real Return Institutional Fund ** 182 Principal Mid Cap Fund R6 | — | — | — | $9K | 0.3% | |
| Columbia Convertible Securities Fund I2 | — | — | — | $7K | 0.3% | |
| American Funds American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $6K | 0.2% | |
| BlackRock High Yield Bond Portfolio K ** 61 BlackRock Strategic Income Opportunities Fund | — | — | — | $6K | 0.2% | |
| Diamond Hill Mid Cap Fund I ** 237 Dodge & Cox International Stock Fund I ** 476 Federated Hermes Institutional High Yield Bond Fund | — | — | — | $6K | 0.2% | |
| Party Rate of Interest, Collateral, Par, or Maturity Value (d) Cost** (e) Current Value Vanguard Total International Stock Index Fund Admiral | — | — | — | $4K | 0.1% | |
| Principal Global Real Estate Securities Fund R6 ** 236 Putnam Large Cap Growth Y Fund | — | — | — | $4K | 0.1% | |
| DFA International Large Cap Growth Fund | — | — | — | $3K | 0.1% | |
| Victory Sycamore Established Value Fund I | — | — | — | $3K | <0.1% | |
| T Rowe Price T Rowe Price Spectrum Moderate Growth Allocation Fund | — | — | — | $3K | <0.1% | |
| Calvert International Equity Fund I | — | — | — | $3K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral | — | — | — | $2K | <0.1% | |
| Artisan International Value Fund Institutional | — | — | — | $1K | <0.1% | |
| Avantis US Large Cap Value Fund Institutional ** 416 Avantis US Small Cap Value Fund Institutional ** 117 Avantis Emerging Markets Equity Fund Institutional ** 425 Baird Core Plus Bond Fund Institutional | — | — | — | $1K | <0.1% |
Related plans
Other plans using NATIONWIDE
NATIONWIDE CHILDREN'S HOSPITAL, INC.
NATIONWIDE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN
$1.0B · 16,511 participants
NATIONWIDE CHILDREN'S HOSPITAL
NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN
$841.3M · 16,511 participants
BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN
STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN SAVINGS PLAN
$522.0M · 5,806 participants
ELLIS HOSPITAL
ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN
$268.7M · 2,732 participants
MOREHOUSE SCHOOL OF MEDICINE
MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN
$260.2M · 1,609 participants
HOLDER CONSTRUCTION GROUP, LLC
HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN
$229.4M · 1,589 participants
Similar-size Health Care & Social Assistance plans
SUTTER BAY HOSPITALS
ST. LUKE'S HOSPITAL CNA RETIREMENT PLAN
$2.8M · 5 participants
SERRA COMMUNITY MEDICAL CLINIC, INC.
SERRA COMMUNITY MEDICAL CLINIC, INC. CASH BALANCE PLAN
$2.8M · 22 participants
ST JOSEPH HEALTHCARE FOUNDATION
ST JOSEPH HEALTHCARE FND TAX DEFERRED ANNUITY RETIREMENT PLAN
$2.8M · 84 participants
COMMUNITY HEALTH ASSOCIATES INC.
COMMUNITY HEALTH ASSOCIATES INC 403B TAX DEFERRED RETIREMENT PLAN
$2.7M · 6 participants
CERTIFIED ELECTRIC, INC.
CERTIFIED ELECTRIC, INC. 401(K) RETIREMENT PLAN
$2.8M · 32 participants
VASSAR BROTHERS HOSPITAL
VBMC NURSING RETIREE FUNDED HRA PLAN
$2.7M · 1 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B