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Original filing (PDF)20251002131123NAL0000501153001
THOREK MEMORIAL HOSPITAL
Form 5500
FILING_RECEIVED
THOREK MEMORIAL HOSPITAL 401(K) PLAN
401(k) retirement plan
Active participants
482
Accounts w/ balance
571
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOREK MEMORIAL HOSPITAL.
Plan sponsor
Name
THOREK MEMORIAL HOSPITAL
EIN
36-6000085
Address
850 WEST IRVING PARK ROAD · CHICAGO, IL · 60613
Phone
(773) 975-1162
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J P MORGAN BROKER-DEALER HOLDINGS I | — | NEW YORK, NY | INVESTMENT ADVISOR | $38K | — |
Investments
19 direct securities· $20.5M(100% of reported assets)
Uncategorized
$19.0M
18 holdings
Mutual Funds
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retirement | — | — | — | $4.3M | 21.2% | |
| Putnam Large Cap Growth R6 | — | — | — | $3.0M | 14.6% | |
| BlackRock Lifepath Index 2040 | — | — | — | $2.0M | 9.7% | |
| BlackRock Lifepath Index 2035 | — | — | — | $1.7M | 8.1% | |
| American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $1.5M | 7.2% | |
| Fixed Value Fund Empower Fixed Account Series Class VI | — | — | — | $1.4M | 6.8% | |
| Fidelity 500 Index | — | — | — | $1.3M | 6.1% | |
| BlackRock Lifepath Index 2045 | — | — | — | $932K | 4.5% | |
| BlackRock Lifepath Index 2030 | — | — | — | $800K | 3.9% | |
| Fidelity Advisor Total Bond | — | — | — | $672K | 3.3% | |
| BlackRock Lifepath Index 2050 | — | — | — | $620K | 3.0% | |
| BlackRock Lifepath Index 2055 | — | — | — | $464K | 2.3% | |
| November 2029 - | — | — | — | $412K | 2.0% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $399K | 1.9% | |
| Fidelity Mid Cap Index | — | — | — | $362K | 1.8% | |
| MFS Massachusetts Investors Tr R6 | — | — | — | $301K | 1.5% | |
| BlackRock Lifepath Index 2060 | — | — | — | $218K | 1.1% | |
| Fidelity International Index | — | — | — | $148K | 0.7% | |
| Invesco Small Cap Equity R6 | — | — | — | $85K | 0.4% |