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Original filing (PDF)20251015122137NAL0006054944001
ARMSTRONG COUNTY MEMORIAL HOSPITAL
Form 5500
FILING_RECEIVED
ACMH 403(B) DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
945
Accounts w/ balance
1,209
Plan assets (EOY)
$76.1M
Net assets (EOY)
$76.1M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARMSTRONG COUNTY MEMORIAL HOSPITAL.
Plan sponsor
Name
ARMSTRONG COUNTY MEMORIAL HOSPITAL
EIN
25-0965237
Address
1 NOLTE DRIVE · KITTANNING, PA · 16201
Phone
(724) 543-8500
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
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $94K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | INVESTMENT ADVISOR | $4K | — |
Investments
24 direct securities· $75.7M(100% of reported assets)
Uncategorized
$70.8M
23 holdings
Mutual Funds
$5.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Investor Fund | — | — | — | $12.2M | 16.1% | |
| Vanguard Target Retirement 2035 Investor Fund | — | — | — | $10.9M | 14.3% | |
| Fidelity 500 Index Fund | — | — | — | $6.4M | 8.5% | |
| Vanguard Target Retirement 2020 Investor Fund | — | — | — | $5.8M | 7.7% | |
| Vanguard Target Retirement 2045 Investor Fund | — | — | — | $5.3M | 6.9% | |
| AllianceBernstein AB Large Cap Growth Fund | Mutual Funds | — | — | $5.0M | 6.5% | |
| Vanguard Target Retirement 2030 Investor Fund | — | — | — | $4.0M | 5.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.8M | 3.6% | |
| American Funds American Funds New Perspective R6 Fund | — | — | — | $2.5M | 3.3% | |
| Vanguard Target Retirement 2050 Investor Fund | — | — | — | $2.3M | 3.0% | |
| Vanguard Target Retirement 2040 Investor Fund | — | — | — | $2.1M | 2.8% | |
| Fixed Annuity Contracts * Empower Annuity Insurance Company of America EI Fixed Account - Series Class IV | — | — | — | $2.1M | 2.7% | |
| MFS International Diversification Fund R6 | — | — | — | $2.0M | 2.6% | |
| Fidelity Small Cap index Fund | — | — | — | $1.8M | 2.4% | |
| Vanguard Target Retirement 2060 Investor Fund | — | — | — | $1.7M | 2.2% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $1.6M | 2.1% | |
| Vanguard Target Retirement Income Investor Fund | — | — | — | $1.4M | 1.8% | |
| Vanguard Target Retirement 2055 Investor Fund | — | — | — | $1.2M | 1.6% | |
| PIMCO Income Institutional Fund | — | — | — | $1.1M | 1.5% | |
| Participant Loans * Plan participants Rates at 4.25% to 9.50% | — | — | — | $892K | 1.2% | |
| Vanguard Target Retirement 2065 Investor Fund | — | — | — | $740K | 1.0% | |
| Nuveen Real Estate Securities Select R6 | — | — | — | $708K | 0.9% | |
| American Funds American Funds American Balanced R6 Fund | — | — | — | $627K | 0.8% | |
| Hartford Mutual Funds Hartford Dividend and Growth Fund R6 | — | — | — | $509K | 0.7% |
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