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Original filing (PDF)20251015155135NAL0010474418001
MARIETTA MEMORIAL HOSPITAL
Form 5500
FILING_RECEIVED
MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,079
Accounts w/ balance
2,988
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
How this plan invests
This plan
88 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 105% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARIETTA MEMORIAL HOSPITAL.
Plan sponsor
Name
MARIETTA MEMORIAL HOSPITAL
EIN
31-4379509
Address
401 MATTHEW STREET. · MARIETTA, OH · 457500449
Phone
(740) 374-1632
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER & CUSTODIAN | $51K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | SAINT PETERSBURG, FL | INVESTMENT ADVISOR | $17K | — |
| TRUSTMONT FINANCIAL GROUP, INC | — | GREENSBURG, PA | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY, INC | — | PLYMOUTH, IN | TPA | $108K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY WISE, LLC | — | GILBERT, AZ | 3(16) PROVIDER | $7K | — |
Investments
87 direct securities· $22.6M(73% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Destination 2045 Fund Registered investment company | — | — | — | $2.5M | 8.0% | |
| Nationwide Destination 2035 Fund Registered investment company | — | — | — | $2.3M | 7.5% | |
| Nationwide Destination 2040 Fund Registered investment company | — | — | — | $2.2M | 7.1% | |
| Nationwide Destination 2050 Fund Registered investment company | — | — | — | $1.9M | 6.2% | |
| Nationwide S&P 500 Index Registered investment company | — | — | — | $1.8M | 5.9% | |
| Nationwide Destination 2030 Fund Registered investment company | — | — | — | $1.7M | 5.7% | |
| Nationwide Destination 2055 Fund Registered investment company | — | — | — | $1.7M | 5.5% | |
| Vanguard Growth Index Fund Registered investment company | — | — | — | $1.4M | 4.5% | |
| Nationwide Destination 2025 Fund Registered investment company | — | — | — | $1.3M | 4.3% | |
| Nationwide Destination 2060 Fund Registered investment company | — | — | — | $826K | 2.7% | |
| Nationwide Investor Destinations Aggressive Fund Registered investment company | — | — | — | $621K | 2.0% | |
| Fixed account Guaranteed Investment Contract | — | — | — | $507K | 1.7% | |
| Vanguard Total International Bond Index Registered investment company | — | — | — | $399K | 1.3% | |
| Vanguard Mid-Cap Value Index Fund Registered investment company | — | — | — | $364K | 1.2% | |
| Nationwide International Index Fund Registered investment company | — | — | — | $330K | 1.1% | |
| Vanguard High-Yield Corporate Fund Registered investment company | — | — | — | $285K | 0.9% | |
| Vanguard Small Cap Value Index Fund Registered investment company | — | — | — | $268K | 0.9% | |
| Vanguard Mid-Cap Growth Index Fund Registered investment company | — | — | — | $265K | 0.9% | |
| Vanguard Value Index Fund Registered investment company | — | — | — | $234K | 0.8% | |
| Vanguard Small-Cap Growth Index Fund Registered investment company | — | — | — | $212K | 0.7% | |
| Nationwide Destination Retirement Fund Registered investment company | — | — | — | $207K | 0.7% | |
| NW Mny Mkt Inst Money market fund | — | — | — | $167K | 0.5% | |
| Nationwide Small Cap Index Fund Registered investment company | — | — | — | $105K | 0.3% | |
| Nationwide Bond Index Fund Registered investment company | — | — | — | $92K | 0.3% | |
| Nationwide Mid Cap Market Index Fund Registered investment company | — | — | — | $84K | 0.3% | |
| Nationwide Inv. Destinations Mod Conservative Fund Registered investment company | — | — | — | $78K | 0.3% | |
| Nationwide Investor Destinations Moderate Fund Registered investment company | — | — | — | $74K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund Registered investment company | — | — | — | $74K | 0.2% | |
| Vanguard Real Estate Index Fund Registered investment company | — | — | — | $51K | 0.2% | |
| Nationwide Destination 2065 Fund Registered investment company | — | — | — | $45K | 0.1% | |
| Fidelity 500 Index Registered investment company | — | — | — | $34K | 0.1% | |
| Vanguard 500 Index Fund Registered investment company | — | — | — | $33K | 0.1% | |
| Fidelity Advisor Freedom 2035 Fund Registered investment company | — | — | — | $23K | <0.1% | |
| Vanguard International Explorer Fund Registered investment company | — | — | — | $22K | <0.1% | |
| Vanguard Inflation-Protection Securities Fund Registered investment company | — | — | — | $21K | <0.1% | |
| Dodge & Cox International Fund Registered investment company | — | — | — | $21K | <0.1% | |
| Fidelity Advisor Freedom 2055 Fund Registered investment company ** 283 Fidelity International Index Registered investment company | — | — | — | $21K | <0.1% | |
| DFA Emerging Markets Core Equity Portfolio Registered investment company | — | — | — | $19K | <0.1% | |
| Nationwide Loomis All Cap Growth Fund Registered investment company | — | — | — | $19K | <0.1% | |
| Avantis US Largecap Val Inst Registered investment company | — | — | — | $18K | <0.1% | |
| JP Morgan Large Cap Growth Fund R6 Registered investment company | — | — | — | $17K | <0.1% | |
| JPM Equity Income Fund Class R5 Registered investment company | — | — | — | $16K | <0.1% | |
| Fidelity US Bond Index Registered investment company | — | — | — | $15K | <0.1% | |
| PGIM Total Return Bond Fund - Class R6 Registered investment company | — | — | — | $15K | <0.1% | |
| Vanguard Balanced Index Fund Registered investment company | — | — | — | $13K | <0.1% | |
| JP Morgan Mid Cap Value R6 Registered investment company | — | — | — | $12K | <0.1% | |
| Vanguard Wellesley Income Fund Registered investment company | — | — | — | $12K | <0.1% | |
| JP Morgan Small Cap Value Fund R3 Registered investment company | — | — | — | $11K | <0.1% | |
| Delaware Extended Duration Bond Fund Class A Registered investment company ** 548 Fidelity Inflation Protected Bond Index Fund Registered investment company ** 555 PIMCO Real Return Fund Institutional Class Registered investment company | — | — | — | $11K | <0.1% | |
| Diamond Hill Mid-Cap Fund Registered investment company | — | — | — | $10K | <0.1% | |
| MFS Midcap Growth Fund Class R6 Registered investment company | — | — | — | $10K | <0.1% | |
| Pioneer Bond Fund Registered investment company ** 582 Principal Global Real Estate Fund Registered investment company | — | — | — | $10K | <0.1% | |
| BlackRock High Yield Bond Inst Registered investment company | — | — | — | $9K | <0.1% | |
| Vanguard Explorer Fund Registered investment company | — | — | — | $8K | <0.1% | |
| Oakmark Fund Investor Class Registered investment company | — | — | — | $8K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund Registered investment company | — | — | — | $8K | <0.1% | |
| American Century Growth R6 Registered investment company | — | — | — | $8K | <0.1% | |
| Columbia Select Large Cap Growth Fund Registered investment company | — | — | — | $8K | <0.1% | |
| Vanguard Total Stock Market Index Fund Registered investment company | — | — | — | $7K | <0.1% | |
| Janus Henderson Mid Cap Value Fund Registered investment company | — | — | — | $6K | <0.1% | |
| PGIM Jennison Growth Fund Registered investment company | — | — | — | $5K | <0.1% | |
| MainStay MacKay Total Return Bond Fund Registered investment company | — | — | — | $5K | <0.1% | |
| Avantis US Smallcap Val Inst Registered investment company | — | — | — | $5K | <0.1% | |
| BlackRock Mid-Cap Growth Fund Registered investment company ** 224 BlackRock Total Return Fund Registered investment company | — | — | — | $5K | <0.1% | |
| Janus Henderson Balanced Fund Registered investment company | — | — | — | $5K | <0.1% | |
| Aberdeen Emerging Markets ex-China Fund Registered investment company | — | — | — | $4K | <0.1% | |
| PIMCO All Asset All Authority Fund Registered investment company | — | — | — | $4K | <0.1% | |
| BlackRock Equity Dividend Fund Investor Registered investment company | — | — | — | $4K | <0.1% | |
| Vanguard Dividend Appreciation Indx Admiral Shares Registered investment company ** 240 Vanguard Dividend Growth Investor Fund Registered investment company | — | — | — | $4K | <0.1% | |
| Harbor International Fund Institutional Class Registered investment company | — | — | — | $4K | <0.1% | |
| Invesco Oppenheimer International Growth Fund Registered investment company | — | — | — | $4K | <0.1% | |
| JPM Equity Income Fund Class A Registered investment company | — | — | — | $3K | <0.1% | |
| PGIM Total Return Bond Fund - Class A Registered investment company | — | — | — | $3K | <0.1% | |
| DWS Global High Income Fund Registered investment company | — | — | — | $3K | <0.1% | |
| AmCent Short Duration Inflation Protection Bond Fund Registered investment company | — | — | — | $3K | <0.1% | |
| BlackRock High Yield Bond Class A Registered investment company | — | — | — | $3K | <0.1% | |
| Loomis Sayles Bond Fund Registered investment company | — | — | — | $3K | <0.1% | |
| AB Global Bond Fund Registered investment company | — | — | — | $3K | <0.1% | |
| BlackRock Strategic Income Opps Inv Registered investment company | — | — | — | $2K | <0.1% | |
| PGIM Global Real Estate A Fund Registered investment company | — | — | — | $2K | <0.1% | |
| PIMCO Dynamic Bond Fund Registered investment company | — | — | — | $2K | <0.1% | |
| Vanguard European Stock Index Fund Registered investment company | — | — | — | $2K | <0.1% | |
| Templeton Global Bond Fund Class A Registered investment company | — | — | — | $2K | <0.1% | |
| Vanguard Largecap Index Fund Registered investment company | — | — | — | $2K | <0.1% | |
| BlackRock Advantage Large Cap Value Fund Registered investment company | — | — | — | $2K | <0.1% | |
| Fidelity Advisor Freedom 2040 Fund Registered investment company | — | — | — | $2K | <0.1% | |
| Victory RS Partners Fund Class A Registered investment company ** 156 Wilmington Broad Market Bond Fund Registered investment company | — | — | — | $1K | <0.1% |