Back to filter
Original filing (PDF)20251007180456NAL0002638691001
PARKVIEW HEALTH SYSTEM, INC.
Form 5500
FILING_RECEIVED
PARKVIEW HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
16,216
Accounts w/ balance
14,101
Plan assets (EOY)
$794.5M
Net assets (EOY)
$794.5M
How this plan invests
This plan
32 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.
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARKVIEW HEALTH SYSTEM, INC..
Plan sponsor
Name
PARKVIEW HEALTH SYSTEM, INC.
EIN
35-1972384
Address
1450 PRODUCTION ROAD · FORT WAYNE, IN · 46808
Phone
(260) 266-7264
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND ASSOCIATES, INC. | 63-0955503 | — | ADVISORY | $59K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $2K | — |
Investments
32 direct securities· $744.5M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth Class R3 531,379 Shares | — | — | $531K | $96.3M | 12.1% | |
| Investment Contract With Insurance Company * Lincoln Financial Group Stable Value Account - Fully Benefit-Responsive 75,186,505 Units | — | — | — | $92.4M | 11.6% | |
| American Funds 2045 Target Date Retirement Class R6 2,611,146 Shares | — | — | $2.6M | $55.4M | 7.0% | |
| American Funds 2035 Target Date Retirement Class R6 2,827,943 Shares | — | — | $2.8M | $53.8M | 6.8% | |
| American Funds 2055 Target Date Retirement Class R6 1,630,980 Shares | — | — | $1.6M | $43.1M | 5.4% | |
| American Funds 2025 Target Date Retirement Class R6 2,772,086 Shares | — | — | $2.8M | $42.1M | 5.3% | |
| Vanguard Institutional Index Fund Institutional Shares 62,391 Shares | — | — | $62K | $29.9M | 3.8% | |
| American Funds 2050 Target Date Retirement Class R6 1,386,320 Shares | — | — | $1.4M | $29.0M | 3.6% | |
| American Funds 2040 Target Date Retirement Class R6 1,325,183 Shares | — | — | $1.3M | $27.2M | 3.4% | |
| Metropolitan West Total Return Bond Fund Class I 2,999,134 Shares | — | — | $3.0M | $26.6M | 3.3% | |
| Vanguard Equity Income Fund Admiral Shares 297,697 Shares | — | — | $298K | $26.2M | 3.3% | |
| T. Rowe Price Mid-Cap Value Fund I Class 785,263 Shares | — | — | $785K | $25.0M | 3.1% | |
| American Funds 2030 Target Date Retirement Class R6 1,364,472 Shares | — | — | $1.4M | $23.6M | 3.0% | |
| Columbia Contrarian Core Class I 617,716.00 Shares | — | — | $618K | $21.9M | 2.8% | |
| American Funds EuroPacific Growth Fund Class R-6 402,948 Shares | — | — | $403K | $21.6M | 2.7% | |
| Carillon Scout Mid Cap Class I 922,052 Shares | — | — | $922K | $21.4M | 2.7% | |
| Individually Directed Accounts | — | — | — | $19.4M | 2.4% | |
| Fidelity Small Cap Growth K6 963,789 Shares | — | — | $964K | $17.2M | 2.2% | |
| Mutual and Money Market Funds American Century Small Cap Value R6 Class 1,216,740 Shares | — | — | $1.2M | $12.8M | 1.6% | |
| Fidelity Balanced Fund 431,936 Shares | — | — | $432K | $12.8M | 1.6% | |
| American Funds 2060 Target Date Retirement Class R6 663,081 Shares | — | — | $663K | $11.9M | 1.5% | |
| American Funds 2020 Target Date Retirement Class R6 689,188 Shares | — | — | $689K | $9.3M | 1.2% | |
| Blackrock Mid Cap Growth Equity Institutional Shares 113,197 Shares | — | — | $113K | $4.9M | 0.6% | |
| Baron Emerging Markets Fund Institutional Shares 259,872 Shares | — | — | $260K | $3.9M | 0.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 11,925 Shares | — | — | $12K | $3.9M | 0.5% | |
| American Funds 2010 Target Date Retirement Class R6 297,319 Shares | — | — | $297K | $3.5M | 0.4% | |
| Thornburg Limited Term Income Fund Class R5 255,355 Shares | — | — | $255K | $3.3M | 0.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares 27,085 Shares | — | — | $27K | $3.1M | 0.4% | |
| American Funds 2065 Target Date Retirement Class R6 70,018 Shares | — | — | $70K | $1.2M | 0.2% | |
| MFS Conservative Allocation Class R3 65,505 Shares | — | — | $66K | $1.1M | 0.1% | |
| American Funds 2015 Target Date Retirement Class R6 40,138 Shares | — | — | $40K | $492K | <0.1% | |
| Participant Loans Maturing at various dates through 2030 with interest rates ranging from 4.25% to 9.50% | — | — | — | $109K | <0.1% |