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Original filing (PDF)20250925152218NAL0007767153001
PROMEDICA HEALTH SYSTEM, INC.
Form 5500
FILING_RECEIVED
PROMEDICA HEALTH SYSTEM, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,561
Accounts w/ balance
2,053
Plan assets (EOY)
$200.5M
Net assets (EOY)
$200.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROMEDICA HEALTH SYSTEM, INC..
Plan sponsor
Name
PROMEDICA HEALTH SYSTEM, INC.
EIN
34-1517671
Address
100 MADISON AVENUE · TOLEDO, OH · 43604
Phone
(567) 585-9600
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
2025-09-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE KNOWN | $101K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE KNOWN | $26K | — |
| MERCER | 36-2668272 | — | NONE KNOWN | $25K | — |
| PROMEDICA EMPLOYMENT SERVICES, LLC | 34-1903270 | — | PLAN SPONSOR | $22K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $15K | — |
Investments
25 direct securities· $200.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2030 K | — | — | — | $25.0M | 12.5% | |
| Fidelity Total Market Index | — | — | — | $24.4M | 12.2% | |
| State Street Target Retirement 2035 K | — | — | — | $21.6M | 10.8% | |
| JPMorgan Chase Bank, N.A. JPMorgan Large Cap Growth R6 | — | — | — | $19.8M | 9.9% | |
| State Street Target Retirement 2040 K | — | — | — | $19.1M | 9.5% | |
| State Street Target Retirement 2025 K | — | — | — | $15.5M | 7.7% | |
| State Street Target Retirement 2045 K | — | — | — | $14.2M | 7.1% | |
| State Street Target Retirement 2050 K | — | — | — | $8.2M | 4.1% | |
| Vanguard Funds Money market fund - Vanguard Federal Money Market | — | — | — | $7.4M | 3.7% | |
| BlackRock Funds BlackRock Equity Dividend I | — | — | — | $6.2M | 3.1% | |
| Fidelity Management Trust Company Self-directed brokerage accounts - Fidelity - BrokerageLink | — | — | — | $6.0M | 3.0% | |
| State Street Target Retirement 2020 K | — | — | — | $5.1M | 2.5% | |
| American Beacon Small Cap Value R6 | — | — | — | $3.4M | 1.7% | |
| BlackRock Total Return IS | — | — | — | $3.4M | 1.7% | |
| State Street Target Retirement K | — | — | — | $2.9M | 1.4% | |
| William Blair Funds William Blair Small-Mid Cap Growth I | — | — | — | $2.9M | 1.4% | |
| State Street Target Retirement 2055 K | — | — | — | $2.9M | 1.4% | |
| Dodge & Cox Funds Dodge & Cox International Stock | — | — | — | $2.7M | 1.4% | |
| Fidelity Management Trust Company Fidelity Global ex US Index | — | — | — | $2.4M | 1.2% | |
| Fidelity US Bond Index | — | — | — | $2.1M | 1.0% | |
| American Funds American Funds EuroPacific Growth R6 | — | — | — | $2.1M | 1.0% | |
| Baird Short-Term Bond Fund | — | — | — | $1.4M | 0.7% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | — | — | — | $1.2M | 0.6% | |
| State Street Target Retirement 2060 K | — | — | — | $612K | 0.3% | |
| State Street Global Advisors State Street Target Retirement 2065 K | — | — | — | $80K | <0.1% |