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Original filing (PDF)20251013115509NAL0002748818001
WASHINGTON TOWNSHIP MEDICAL FOUNDATION
Form 5500
FILING_RECEIVED
WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
199
Accounts w/ balance
373
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON TOWNSHIP MEDICAL FOUNDATION.
Plan sponsor
Name
WASHINGTON TOWNSHIP MEDICAL FOUNDATION
EIN
30-0564526
Address
39300 CIVIC CENTER DRIVE · SUITE 370 · FREMONT, CA · 94538
Phone
(510) 248-1000
Industry
Offices of Physicians· 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $14K | — |
Investments
34 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 Fund I Mutual Fund N/A | — | — | — | $2.0M | 16.0% | |
| T. Rowe Price Retirement 2035 Fund I Mutual Fund N/A | — | — | — | $1.5M | 11.6% | |
| T. Rowe Price Retirement 2030 Fund I Mutual Fund N/A | — | — | — | $1.0M | 8.2% | |
| JP Morgan Large Cap Growth Fund Mutual Fund N/A | — | — | — | $932K | 7.3% | |
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $877K | 6.9% | |
| VALIC Fixed Interest Option Guaranteed Interest Contract N/A | — | — | — | $648K | 5.1% | |
| T. Rowe Price Retirement 2020 Fund I Mutual Fund N/A 432 T. Rowe Price Retirement 2025 Fund I Mutual Fund N/A | — | — | — | $556K | 4.4% | |
| T. Rowe Price Retirement 2060 Fund I Mutual Fund N/A | — | — | — | $532K | 4.2% | |
| T. Rowe Price Retirement 2055 Fund I Mutual Fund N/A | — | — | — | $502K | 4.0% | |
| T. Rowe Price Mid Cap Growth Fund Mutual Fund N/A | — | — | — | $483K | 3.8% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 4.25% - 9.50% - | — | — | — | $375K | 3.0% | |
| Vanguard Small Cap Fund Mutual Fund N/A | — | — | — | $349K | 2.8% | |
| Vanguard Mid Cap Index Fund Mutual Fund N/A | — | — | — | $315K | 2.5% | |
| Invesco Diversified Dividend Fund Mutual Fund N/A | — | — | — | $314K | 2.5% | |
| JP Morgan Mid Cap Value Fund Mutual Fund N/A | — | — | — | $266K | 2.1% | |
| T. Rowe Price Retirement Blcd Fund I Mutual Fund N/A | — | — | — | $264K | 2.1% | |
| T. Rowe Price Retirement 2010 Fund I Mutual Fund N/A | — | — | — | $246K | 1.9% | |
| Western Asset Core Plus Bond Fund Mutual Fund N/A | — | — | — | $231K | 1.8% | |
| American Europacific Growth Fund Mutual Fund N/A | — | — | — | $214K | 1.7% | |
| T. Rowe Price Retirement 2050 Fund I Mutual Fund N/A | — | — | — | $192K | 1.5% | |
| Fidelity International Index Fund Mutual Fund N/A | — | — | — | $141K | 1.1% | |
| Goldman Sachs Inflation Protection Secs Mutual Fund N/A | — | — | — | $120K | 0.9% | |
| T. Rowe Price Retirement 2015 Fund I Mutual Fund N/A | — | — | — | $120K | 0.9% | |
| Invesco Developing Market Fund Mutual Fund N/A | — | — | — | $82K | 0.6% | |
| JP Morgan Small Cap Growth Fund Mutual Fund N/A | — | — | — | $73K | 0.6% | |
| American Capital World Growth Mutual Fund N/A | — | — | — | $72K | 0.6% | |
| Vanguard Intermediate Term Bond Fund Mutual Fund N/A | — | — | — | $71K | 0.6% | |
| American Beacon Small Cap Value Fund Mutual Fund N/A | — | — | — | $60K | 0.5% | |
| Cohen & Steers Real Estate Sec Fund Mutual Fund N/A | — | — | — | $57K | 0.4% | |
| T. Rowe Price Retirement 2040 Fund I Mutual Fund N/A | — | — | — | $26K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund I Mutual Fund N/A | — | — | — | $20K | 0.2% | |
| T. Rowe Price New Horizons Fund Mutual Fund N/A | — | — | — | $11K | <0.1% | |
| Invesco Government & Agency Portfolio Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| PGIM Global Total Return Fund Mutual Fund N/A | — | — | — | $2K | <0.1% |