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Original filing (PDF)20251015150801NAL0002638099001
WESTERN RESERVE HOSPITAL, LLC
Form 5500
FILING_RECEIVED
WESTERN RESERVE HOSPITAL, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
932
Accounts w/ balance
730
Plan assets (EOY)
$51.0M
Net assets (EOY)
$51.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 66% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN RESERVE HOSPITAL, LLC.
Plan sponsor
Name
WESTERN RESERVE HOSPITAL, LLC
EIN
26-3536780
Address
1900 23RD STREET · CUYAHOGA FALLS, OH · 44223
Phone
(330) 971-7175
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
DRAFFIN TUCKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $62K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | ADVISOR | $58K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $15K | — |
Investments
27 direct securities · 1 pooled fund· $51.0M(100% 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.
Uncategorized
$50.1M
27 holdings
Common Collective Trust
$851K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030, 204,160 shares | — | — | — | $5.2M | 10.3% | |
| T. Rowe Price Retirement 2035, 239,489 shares | — | — | — | $5.0M | 9.9% | |
| T. Rowe Price Retirement 2040, 159,392 shares | — | — | — | $4.9M | 9.6% | |
| Vanguard 500 Index Adm, 8,933 shares | — | — | — | $4.8M | 9.5% | |
| T. Rowe Price Retirement 2025, 234,449 shares | — | — | — | $3.9M | 7.6% | |
| T. Rowe Price Retirement 2045, 171,379 shares | — | — | — | $3.8M | 7.5% | |
| T. Rowe Price Retirement 2050, 191,527 shares | — | — | — | $3.6M | 7.1% | |
| JP Morgan Large Cap Growth R6, 30,404 shares | — | — | — | $2.5M | 5.0% | |
| Vanguard Mid Cap Index Adm, 5,859 shares | — | — | — | $1.9M | 3.8% | |
| T. Rowe Price Retirement 2055, 93,500 shares | — | — | — | $1.9M | 3.7% | |
| Vanguard Small-Cap Index Adm, 15,501 shares | — | — | — | $1.8M | 3.5% | |
| T. Rowe Price Retirement 2020, 78,774 shares | — | — | — | $1.5M | 2.9% | |
| MFS Value R6, 27,530 shares | — | — | — | $1.3M | 2.6% | |
| American Funds Eupac R6, 21,315 shares | — | — | — | $1.1M | 2.2% | |
| T. Rowe Price Retirement 2060, 59,941 shares | — | — | — | $994K | 2.0% | |
| PIMCO Total Return Instl, 108,257 shares | — | — | — | $918K | 1.8% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED WORLD CLASS INV MANAGER · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $851K | 1.7% | |
| Franklin Small-Mid Cap Growth R6, 16,371 shares | — | — | — | $787K | 1.5% | |
| Thornburg International Equity R6, 24,318 shares | — | — | — | $631K | 1.2% | |
| Various Plan Notes receivable (interest rates from Participants 5.25% to 10.50%) | — | — | — | $521K | 1.0% | |
| PIMCO Income Instl, 43,888 shares | — | — | — | $462K | 0.9% | |
| PIMCO Real Return Instl, 45,566 shares | — | — | — | $454K | 0.9% | |
| Putnam Large Cap Value R6, 12,894 shares | — | — | — | $445K | 0.9% | |
| T. Rowe Price Retirement 2065, 32,715 shares | — | — | — | $421K | 0.8% | |
| T. Rowe Price Retirement 2015, 32,723 shares | — | — | — | $411K | 0.8% | |
| MFS Limited Maturity R4, 47,261 shares | — | — | — | $277K | 0.5% | |
| American Funds New World R6, 3,505 shares | — | — | — | $270K | 0.5% | |
| Neuberger Berman Small Cap Growth R6, 3,036 shares | — | — | — | $152K | 0.3% |