Back to filter
Original filing (PDF)20251210101907NAL0005426560001
MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER, INC.
Form 5500
FILING_RECEIVED
MISSISSIPPI METHODIST HOSPITAL REHABILITATION CENTER RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 0.8 mo
Active participants
601
Accounts w/ balance
803
Plan assets (EOY)
$57.2M
Net assets (EOY)
$57.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
97
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER, INC..
Plan sponsor
Name
MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER, INC.
EIN
23-7067206
Address
1350 EAST WOODROW WILSON AVE · JACKSON, MS · 39216
Phone
(601) 364-3552
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
2025-12-10
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CRI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $250 | — |
Investments
28 direct securities· $57.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | — | — | — | $9.2M | 16.1% | |
| Metropolitan Life Insurance Company Contract Value | — | — | — | $8.4M | 14.7% | |
| American Funds 2030 Target Retire R6 Mutual Funds | — | — | — | $3.6M | 6.3% | |
| PIMCO Income Institutional Mutual Funds | — | — | — | $3.0M | 5.2% | |
| JPMorgan Core Plus Bond - R6 Mutual Funds | — | — | — | $2.8M | 4.9% | |
| Loomis Sayles Investment Grade Bond - A Mutual Funds | — | — | — | $2.8M | 4.8% | |
| American Funds 2035 Target Retire -R-6 Mutual Funds | — | — | — | $2.8M | 4.8% | |
| Putnam Large Cap Value Fund - R6 Mutual Funds | — | — | — | $2.6M | 4.6% | |
| JPMorgan Large Cap Growth Fund - R6 Mutual Funds | — | — | — | $2.6M | 4.5% | |
| American Funds 2025 Target Retire R6 Mutual Funds | — | — | — | $1.9M | 3.3% | |
| American Funds 2050 Target Retire -R-6 Mutual Funds | — | — | — | $1.8M | 3.1% | |
| American Funds 2040 Target Retire -R-6 Mutual Funds | — | — | — | $1.8M | 3.1% | |
| Vangaurd Small Cap Index - Admiral Mutual Funds | — | — | — | $1.7M | 3.0% | |
| American Funds 2055 Target Retire -R-6 Mutual Funds | — | — | — | $1.7M | 2.9% | |
| American Funds 2045 Target Retire -R-6 Mutual Funds | — | — | — | $1.7M | 2.9% | |
| Vangaurd Mid Cap Index Adm Mutual Funds | — | — | — | $1.2M | 2.1% | |
| Fidelity International Index Mutual Funds | — | — | — | $1.2M | 2.1% | |
| Dodge & Cox Intl'l Stock Mutual Funds | — | — | — | $1.1M | 1.9% | |
| American Funds New World Fund Class R-6 Mutual Funds | — | — | — | $936K | 1.6% | |
| Thrivent Mid Cap Stock Fund - S Mutual Funds | — | — | — | $893K | 1.6% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 Mutual Funds | — | — | — | $811K | 1.4% | |
| American Funds 2015 Target Retire R6 Mutual Funds | — | — | — | $771K | 1.3% | |
| American Funds 2010 Target Retire R6 Mutual Funds | — | — | — | $638K | 1.1% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $630K | 1.1% | |
| Federated Hermes Government Fund Mutual Funds | — | — | — | $298K | 0.5% | |
| American Funds 2060 Target Retire -R6 Mutual Funds | — | — | — | $284K | 0.5% | |
| American Funds 2020 Target Retire R6 Mutual Funds | — | — | — | $196K | 0.3% | |
| American Funds 2065 Target Retire -R6 Mutual Funds | — | — | — | $72K | 0.1% |