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Original filing (PDF)20251008100017NAL0005373377002
SPARROW HEALTH SYSTEM
Form 5500
FILING_RECEIVED
SPARROW HEALTH SYSTEM ASSOCIATE RETIREMENT PLAN FOR 403(B) TRANSFERS
403(b) retirement plan
Active participants
405
Accounts w/ balance
507
Plan assets (EOY)
$26.7M
Net assets (EOY)
$26.7M
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)
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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPARROW HEALTH SYSTEM.
Plan sponsor
Name
SPARROW HEALTH SYSTEM
EIN
38-2542859
Address
1200 E MICHIGAN, STE 235 · LANSING, MI · 48912
Phone
(517) 364-5333
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
2025-10-08
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
ANDREWS HOOPER PAVLIK PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $39K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $4 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
19 direct securities· $26.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retrmnt 2030 | — | — | — | $6.2M | 23.3% | |
| T. Rowe Price T. Rowe Price Retrmnt 2040 | — | — | — | $4.0M | 14.8% | |
| Transamerica Capital, Inc. Transamerica Stock Index R4 | — | — | — | $2.8M | 10.4% | |
| Transamerica Capital, Inc. Transamerica Core Bd R4 | — | — | — | $2.7M | 10.0% | |
| Harbor Capital Appreciation Instl | — | — | — | $2.3M | 8.7% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | — | — | — | $2.2M | 8.1% | |
| T. Rowe Price T. Rowe Price Retrmnt 2020 | — | — | — | $1.5M | 5.5% | |
| Dodge & Cox Dodge & Cox Stock I | — | — | — | $1.3M | 4.7% | |
| Fidelity Extended Market Index | — | — | — | $929K | 3.5% | |
| Charles Schwab Instl Personal Choice Retment Account | — | — | — | $697K | 2.6% | |
| Vanguard FTSE All-World ex-US Idx l | — | — | — | $624K | 2.3% | |
| American Funds American Funds EuroPacific Gr R5 | — | — | — | $464K | 1.7% | |
| T. Rowe Price T. Rowe Price Retrmnt 2050 | — | — | — | $438K | 1.6% | |
| Columbia Small Cap Value II S | — | — | — | $243K | 0.9% | |
| Meridian Small Cap Gr Investor | — | — | — | $226K | 0.8% | |
| T. Rowe Price T. Rowe Price Retrmnt 2010 | — | — | — | $164K | 0.6% | |
| State Street State Street Instl US Govt Money Market Premier | — | — | — | $24K | <0.1% | |
| T. Rowe Price T. Rowe Price Retrmnt Balanced | — | — | — | $16K | <0.1% | |
| T. Rowe Price T. Rowe Price Retrmnt 2060 | — | — | — | $12K | <0.1% |
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