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Original filing (PDF)20251007155712NAL0002808419001
GUERNSEY HEALTH SYSTEMS
Form 5500
FILING_RECEIVED
GUERNSEY HEALTH SYSTEMS 403(B) SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
685
Accounts w/ balance
1,374
Plan assets (EOY)
$29.6M
Net assets (EOY)
$29.6M
How this plan invests
This plan
29 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUERNSEY HEALTH SYSTEMS.
Plan sponsor
Name
GUERNSEY HEALTH SYSTEMS
EIN
31-1148352
Address
1341 CLARK STREET · CAMBRIDGE, OH · 43725
Phone
(740) 439-8186
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
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 | $83K | — |
Investments
29 direct securities· $29.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 I Fund | — | — | — | $4.5M | 15.1% | |
| T. Rowe Price Retirement 2040 I Fund | — | — | — | $4.3M | 14.6% | |
| T. Rowe Price Retirement 2045 I Fund | — | — | — | $3.4M | 11.6% | |
| VALIC Trust Company Inc. Vanguard 500 Index ADM | — | — | — | $2.1M | 6.9% | |
| T. Rowe Price Retirement 2055 I Fund | — | — | — | $2.0M | 6.8% | |
| T. Rowe Price Retirement 2035 I Fund | — | — | — | $2.0M | 6.7% | |
| T. Rowe Price Retirement 2050 I Fund | — | — | — | $1.9M | 6.3% | |
| T. Rowe Price Retirement 2020 I Fund | — | — | — | $1.8M | 6.2% | |
| VALIC Trust Company Inc. Unallocated investment contract - VALIC Fixed Interest Option | — | — | — | $1.2M | 4.1% | |
| T. Rowe Price Retirement 2025 I Fund | — | — | — | $986K | 3.3% | |
| Vanguard Extend Market Index | — | — | — | $967K | 3.3% | |
| T. Rowe Price Retirement 2060 I Fund | — | — | — | $704K | 2.4% | |
| Harbor Capital App Retirement | — | — | — | $603K | 2.0% | |
| Vanguard FTSE All-World | — | — | — | $576K | 1.9% | |
| Boston Partners Small Cap | — | — | — | $414K | 1.4% | |
| T. Rowe Price Retirement 2015 I Fund | — | — | — | $407K | 1.4% | |
| T. Rowe Price Retirement 2065 I Fund | — | — | — | $397K | 1.3% | |
| T. Rowe Price Retirement 2010 I Fund | — | — | — | $305K | 1.0% | |
| PGIM Investment Total Retirement Bond | — | — | — | $244K | 0.8% | |
| Dodge & Cox Stock | — | — | — | $223K | 0.8% | |
| Vanguard International Growth | — | — | — | $197K | 0.7% | |
| T. Rowe Price Retirement Balanced Class I Fund | — | — | — | $145K | 0.5% | |
| Vanguard Federal Money Market | — | — | — | $101K | 0.3% | |
| Vanguard Total Bond Market Index ADM | — | — | — | $74K | 0.3% | |
| Loomis Sayles Small Cap Growth Fund Class N | — | — | — | $50K | 0.2% | |
| Allspring Emerging Markets Equity Fund R6 | — | — | — | $23K | <0.1% | |
| Forfeiture account balance | — | — | — | $13K | <0.1% | |
| Transamerica International Equity R6 | — | — | — | $8K | <0.1% | |
| PIMCO Diversified Income Instl | — | — | — | $3K | <0.1% |