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Original filing (PDF)20251001135426NAL0014370256001
H. B. MAGRUDER MEMORIAL HOSPITAL
Form 5500
FILING_RECEIVED
H. B. MAGRUDER MEMORIAL HOSPITAL 403(B) PLAN
403(b) retirement plan
Active participants
404
Accounts w/ balance
323
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
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)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H. B. MAGRUDER MEMORIAL HOSPITAL.
Plan sponsor
Name
H. B. MAGRUDER MEMORIAL HOSPITAL
EIN
34-4441792
Address
615 FULTON STREET · PORT CLINTON, OH · 43452
Phone
(419) 734-3131
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
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $12K | — |
| H B MAGRUDER MEMORIAL HOSPITAL | — | PORT CLINTON, OH | INVESTMENT ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN PLLC | — | DETROIT, MI | AUDITOR | $0 | — |
Investments
28 direct securities· $24.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $2.8M | 11.6% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $2.6M | 10.6% | |
| MFS Growth R4 | — | — | — | $2.1M | 8.9% | |
| Shares i Shares S&P 500 Index Svc | — | — | — | $1.9M | 8.0% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $1.6M | 6.8% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $1.5M | 6.4% | |
| Vanguard Equity Vanguard Equity-Income Fund | — | — | — | $1.5M | 6.3% | |
| JPMorgan US Equity Fund | — | — | — | $1.5M | 6.3% | |
| MassMutual** Unallocated insurance contract - MassMutual Capital Preservation | — | — | — | $1.1M | 4.5% | |
| Dodge & Cox Dodge & Cox Int'l Stock Fund | — | — | — | $954K | 4.0% | |
| Shares i Shares Msci Eafe International Index A | — | — | — | $860K | 3.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $752K | 3.1% | |
| Victory Capital Victory Sycamore Est Value Fund | — | — | — | $606K | 2.5% | |
| Shares i Shares Russell Mid-Cap Index A | — | — | — | $516K | 2.1% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | — | — | — | $513K | 2.1% | |
| MassMutual** MassMutual Small Cap Opportunities A | — | — | — | $482K | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $400K | 1.7% | |
| BNY Mellon BNY Mellon Bond Market Index Inv | — | — | — | $349K | 1.5% | |
| Shares i Shares Russell 2000 Small-Cap Index A | — | — | — | $349K | 1.5% | |
| PGIM High-Yield Fund | — | — | — | $263K | 1.1% | |
| American Funds Amer Funds Balanced Fund | — | — | — | $253K | 1.1% | |
| Fidelity Advisor Focused Emerging Mrkt Z | — | — | — | $251K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $221K | 0.9% | |
| Participants** Participant notes receivable with interest rates ranging from 3.25 to 8.50 percent - | — | — | — | $196K | 0.8% | |
| Principal Real Estate Securities FD R-6 | — | — | — | $159K | 0.7% | |
| PIMCO Real Return Fund | — | — | — | $130K | 0.5% | |
| American Funds American Funds Capital World Bond Fund | — | — | — | $95K | 0.4% | |
| T. Rowe Price T. Rowe Price Balanced Adv | — | — | — | $9K | <0.1% |