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Original filing (PDF)20241108124416NAL0019020768001
GRADY MEMORIAL HOSPITAL CORPORATION
Form 5500
FILING_RECEIVED
GRADY MEMORIAL HOSPITAL CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
7,052
Accounts w/ balance
10,325
Plan assets (EOY)
$334.9M
Net assets (EOY)
$334.9M
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRADY MEMORIAL HOSPITAL CORPORATION.
Plan sponsor
Name
GRADY MEMORIAL HOSPITAL CORPORATION
EIN
26-2037695
Address
80 JESSE HILL JR. DRIVE SE · ATLANTA, GA · 30303
Phone
(404) 616-1944
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-11-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CPA CLUB INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $351K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $909 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
10 pooled funds· $222.5M(66% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMER CENTURY D 2050 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $31.4M | 9.4% |
| AMER CENTURY D 2030 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $30.0M | 9.0% |
| AMER CENTURY D 2035 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $29.9M | 8.9% |
| AMER CENTURY D 2025 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $26.2M | 7.8% |
| AMER CENTURY D 2045 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $24.4M | 7.3% |
| AMER CENTURY D 2040 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $24.3M | 7.3% |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $21.5M | 6.4% |
| AMER CENTURY IN D TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $16.7M | 5.0% |
| AMER CENTURY D 2055 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $9.9M | 3.0% |
| AMERICAN CENTURY RTMNT 2060 TRUST I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $8.2M | 2.4% |