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Original filing (PDF)20251008162945NAL0013865138001
ADENA HEALTH SYSTEM
Form 5500
FILING_RECEIVED
THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,414
Accounts w/ balance
3,068
Plan assets (EOY)
$106.8M
Net assets (EOY)
$106.8M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADENA HEALTH SYSTEM.
Plan sponsor
Name
ADENA HEALTH SYSTEM
EIN
31-4379443
Address
272 HOSPITAL ROAD · CHILLICOTHE, OH · 45601
Phone
(740) 779-4829
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
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 | $133K | — |
Investments
28 direct securities· $106.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellington ADM | — | — | — | $24.4M | 22.8% | |
| VALIC Trust Company Inc. Unallocated investment contract - VALIC Fixed Interest | — | — | — | $14.1M | 13.2% | |
| Vanguard Extended Market Index IN | — | — | — | $13.6M | 12.8% | |
| Vanguard Institutional Index | — | — | — | $12.2M | 11.5% | |
| VALIC Trust Company Inc. JPMorgan Large Cap Growth R6 | — | — | — | $5.4M | 5.0% | |
| Vanguard Total Intl Stock Index | — | — | — | $4.0M | 3.8% | |
| T. Rowe Price Retirement 2055 Fund I | — | — | — | $3.7M | 3.5% | |
| T. Rowe Price Retirement 2050 Fund I | — | — | — | $3.4M | 3.2% | |
| T. Rowe Price Retirement 2045 Fund I | — | — | — | $3.1M | 2.9% | |
| T. Rowe Price Retirement 2035 Fund I | — | — | — | $2.8M | 2.7% | |
| T. Rowe Price Retirement 2040 Fund I | — | — | — | $2.7M | 2.5% | |
| Vanguard Total Bond Market Index ADM | — | — | — | $2.6M | 2.4% | |
| MFS Value R6 | — | — | — | $2.2M | 2.1% | |
| MFS Mid Cap Value R6 | — | — | — | $2.0M | 1.8% | |
| T. Rowe Price Retirement 2060 Fund I | — | — | — | $1.8M | 1.7% | |
| T. Rowe Price Retirement 2030 Fund I | — | — | — | $1.8M | 1.7% | |
| American Funds Europacific Growth R6 | — | — | — | $1.7M | 1.6% | |
| T. Rowe Price Retirement 2025 Fund I | — | — | — | $1.6M | 1.5% | |
| Carillon Eagle Mid Cap Growth | — | — | — | $905K | 0.8% | |
| T. Rowe Price Retirement 2020 Fund I | — | — | — | $825K | 0.8% | |
| Principal Small Cap Growth I R6 | — | — | — | $810K | 0.8% | |
| Fidelity Total Bond K6 | — | — | — | $357K | 0.3% | |
| Vanguard Federal M Market | — | — | — | $308K | 0.3% | |
| Delaware Small Cap Value R6 | — | — | — | $163K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund I | — | — | — | $55K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund I | — | — | — | $34K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund I | — | — | — | $21K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund I | — | — | — | $18K | <0.1% |
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