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Original filing (PDF)20251008130417NAL0003024883001
HUDSON HOSPITAL
Form 5500
FILING_RECEIVED
HUDSON HOSPITAL, INC. 403(B) PLAN
403(b) retirement plan
Active participants
448
Accounts w/ balance
522
Plan assets (EOY)
$33.6M
Net assets (EOY)
$33.6M
How this plan invests
This plan
1 pooled trust
Schedule D
56 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 (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUDSON HOSPITAL.
Plan sponsor
Name
HUDSON HOSPITAL
EIN
39-0804125
Address
8170 33RD AVENUE SOUTH · P.O. BOX 1309 · MINNEAPOLIS, MN · 554401309
Phone
(715) 531-6000
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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INST OPER CO | 04-2647786 | — | RECORDKEEPER | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL CORPORATION | 35-1140070 | FORT WAYNE, IN | SERVICE PROVIDER | $710 | — |
Investments
56 direct securities · 1 pooled fund· $33.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$33.0M
56 holdings
Pooled Separate Account
$725K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | — | — | — | $5.8M | 17.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $4.3M | 12.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $4.0M | 12.0% | |
| Vanguard Target Retirement 2050 | — | — | — | $4.0M | 11.8% | |
| Vanguard Institutional 500 Index | — | — | — | $1.7M | 5.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $1.6M | 4.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $1.4M | 4.2% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.1M | 3.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.1M | 3.2% | |
| T. Rowe Price Large Cap Growth | — | — | — | $945K | 2.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $783K | 2.3% | |
| MULTIFUND GROUOP ACCOUNT Q LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 002 | Pooled Separate Account | — | — | $725K | 2.2% | |
| Fidelity Self-Directed Brokerage Accounts | — | — | — | $652K | 1.9% | |
| Westwood SmallCap Ultra | — | — | — | $628K | 1.9% | |
| Lincoln National Life Fixed Account | — | — | — | $584K | 1.7% | |
| Vanguard International Growth | — | — | — | $546K | 1.6% | |
| Vanguard Small-Cap Index Fund Instl Plus Shares | — | — | — | $497K | 1.5% | |
| Hood River SmallCap Growth | — | — | — | $491K | 1.5% | |
| Lincoln National Life Stable Value Account | — | — | — | $337K | 1.0% | |
| FMI Large Cap Fund | — | — | — | $313K | 0.9% | |
| Participants Notes Receivable from Participants Rate was 4.25% - 9.50% - | — | — | — | $276K | 0.8% | |
| Vanguard Target Retirement 2065 | — | — | — | $261K | 0.8% | |
| BlackRock Total Return K | — | — | — | $259K | 0.8% | |
| Vanguard Real Estate Index | — | — | — | $172K | 0.5% | |
| RBC Emerging Markets Equity I | — | — | — | $152K | 0.5% | |
| Lincoln National Life LVIP SSGA S&P 500 Index | — | — | — | $129K | 0.4% | |
| Vanguard Total International Stock Market Index | — | — | — | $121K | 0.4% | |
| Lincoln National Life LVIP Delaware Mid Cap Value | — | — | — | $111K | 0.3% | |
| Lincoln National Life LVIP Dimensional U.S. Core Equity 1 | — | — | — | $86K | 0.3% | |
| Vanguard Inflation Protected | — | — | — | $84K | 0.2% | |
| Vanguard Target Retirement Income | — | — | — | $58K | 0.2% | |
| Lincoln National Life LVIP Mondrian International Value | — | — | — | $55K | 0.2% | |
| Lincoln National Life LVIP Blended Lrg Cap Ground MNGD Voltity | — | — | — | $53K | 0.2% | |
| Vanguard Total Bond Market Index | — | — | — | $48K | 0.1% | |
| Lincoln National Life American Funds Growth | — | — | — | $42K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $35K | 0.1% | |
| Lincoln National Life LVIP JP Morgan Retirement Income | — | — | — | $32K | <0.1% | |
| Vanguard Federal Money Market | — | — | — | $30K | <0.1% | |
| Lincoln National Life LVIP T. Rowe Price Structured Mid-Cap Growth | — | — | — | $28K | <0.1% | |
| Lincoln National Life LVIP Delaware Wealth Builder Fund | — | — | — | $27K | <0.1% | |
| Lincoln National Life LVIP Delaware Social Awareness | — | — | — | $24K | <0.1% | |
| Dodge & Cox International Stock | — | — | — | $24K | <0.1% | |
| Lincoln National Life Fidelity VIP Growth | — | — | — | $19K | <0.1% | |
| Lincoln National Life LVIP Blended Mid Cap Managed Volatility | — | — | — | $16K | <0.1% | |
| Lincoln National Life LVIP Global Growth Alloc Mgd Risk | — | — | — | $15K | <0.1% | |
| Lincoln National Life MFS Utilities | — | — | — | $15K | <0.1% | |
| Lincoln National Life Delaware VIP REIT | — | — | — | $13K | <0.1% | |
| Lincoln National Life LVIP Delaware Bond | — | — | — | $12K | <0.1% | |
| Lincoln National Life American Funds Global Growth | — | — | — | $11K | <0.1% | |
| Lincoln National Life Delaware VIP Small Cap Value | — | — | — | $9K | <0.1% | |
| Lincoln National Life LVIP SSGA Small-Cap Index | — | — | — | $9K | <0.1% | |
| Lincoln National Life American Funds Growth Income | — | — | — | $4K | <0.1% | |
| Lincoln National Life LVIP BlackRock Equity Dividend RPM | — | — | — | $4K | <0.1% | |
| Lincoln National Life Fidelity VIP ContraFund | — | — | — | $4K | <0.1% | |
| Lincoln National Life American Funds International | — | — | — | $4K | <0.1% | |
| Lincoln National Life Delaware VIP Diversified Income | — | — | — | $1K | <0.1% | |
| Lincoln National Life LVIP Global Moderate Alloc Mdg Risk | — | — | — | $1K | <0.1% |