Original filing (PDF)20251006203645NAL0002331475001

SAUK PRAIRIE HEALTHCARE, INC.

Name: SAUK PRAIRIE HEALTHCARE, INC. — SAUK PRAIRIE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: SAUK PRAIRIE HEALTHCARE, INC.

Form 5500

FILING_RECEIVED

SAUK PRAIRIE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 1

Corrective distributions issued

Active participants

757

Accounts w/ balance

885

Plan assets (EOY)

$120.5M

Net assets (EOY)

$120.5M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAUK PRAIRIE HEALTHCARE, INC..

Plan sponsor

Name

SAUK PRAIRIE HEALTHCARE, INC.

EIN

39-0872080

Address

260 26TH STREET · PRAIRIE DU SAC, WI · 53578

Phone

(608) 643-3311

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

2025-10-06

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)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	FORT WAYNE, IN	SERVICE PROVIDER	$81K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VERATIS ADVISORS INC	56-2274965	CARY, NC	CONSULTANT	$68K	—

Investments

37 direct securities· $120.5M(100% of reported assets)

Other securities

$111.5M

34 holdings

Common Stock

$8.6M

2 holdings

Bonds / Notes

$450K

1 holding

					% of plan
Pimco Total Return Institutional Class Mutual Fund	Other securities	—	—	$15.5M	12.9%
Fidelity Contrafund K6 Mutual Fund	Other securities	—	—	$13.4M	11.1%
JP Morgan Equity Income - Class R6 Mutual Fund	Other securities	—	—	$9.3M	7.7%
American Fundamental Investors Fund - Class R4 Mutual Fund	Other securities	—	—	$8.8M	7.3%
Lincoln Financial Group Stable Value Account Guaranteed Interest Account	Common Stock	—	—	$8.5M	7.1%
Vanguard Small Cap Growth Index Mutual Fund	Other securities	—	—	$7.4M	6.2%
Janus Henderson Enterprise Class N Mutual Fund	Other securities	—	—	$7.0M	5.8%
Oakmark Institutional Class Mutual Fund	Other securities	—	—	$6.9M	5.8%
Victory Sycamore Established Value Class Mutual Fund	Other securities	—	—	$6.0M	5.0%
Vanguard S&P Small Cap 600 Value Index Mutual Fund	Other securities	—	—	$5.7M	4.8%
Vanguard 500 Index Trust Portfolio Mutual Fund	Other securities	—	—	$5.7M	4.7%
American Funds EuroPacific Growth Fund Mutual Fund	Other securities	—	—	$5.4M	4.5%
Dodge & Cox Income Mutual Fund	Other securities	—	—	$5.1M	4.3%
Dfa International Small Company Institutional Class Mutual Fund	Other securities	—	—	$3.8M	3.1%
Dodge & Cox International Stock Class X Mutual Fund	Other securities	—	—	$3.4M	2.8%
American Funds American Balanced Fund Mutual Fund	Other securities	—	—	$2.0M	1.7%
Schwab Self-Directed Brokerage Accounts Brokerage Account	Other securities	—	—	$2.0M	1.6%
Vanguard Total International Stock Market Index Mutual Fund	Other securities	—	—	$1.7M	1.4%
Vanguard Total Stock Market Index Mutual Fund	Other securities	—	—	$1.2M	1.0%
Vanguard Total Bond Index Mutual Fund	Other securities	—	—	$706K	0.6%
Participant Loans Interest Rate of 4.25% - 9.50% -	Bonds / Notes	—	—	$450K	0.4%
LVIP Dimensional U.S. Core Equity Mutual Fund	Other securities	—	—	$65K	<0.1%
LVIP Blackrock Dividend Value Mutual Fund	Other securities	—	—	$45K	<0.1%
LVIP Baron Growth Opportunities Mutual Fund	Other securities	—	—	$31K	<0.1%
LVIP Delaware Social Awareness Mutual Fund	Other securities	—	—	$30K	<0.1%
LVIP Blended Large Cap Growth Mutual Fund	Other securities	—	—	$24K	<0.1%
LVIP Delaware Bond Mutual Fund 474 * LVIP Delaware SMID Cap Core Series Mutual Fund	Other securities	—	—	$21K	<0.1%
LVIP T Rowe Price Structured Mid-Cap Growth Mutual Fund	Other securities	—	—	$19K	<0.1%
LVIP SSGA S&P 500 Index Mutual Fund	Other securities	—	—	$18K	<0.1%
American Funds Growth Mutual Fund	Other securities	—	—	$15K	<0.1%
LVIP Delaware REIT Series Mutual Fund 601 * LVIP Delaware Value Series Mutual Fund	Common Stock	—	—	$11K	<0.1%
LVIP Mondrian International Value Mutual Fund	Other securities	—	—	$10K	<0.1%
Macquarie Small Cap Value Mutual Fund 493 * Fidelity VIP Contrafund Mutual Fund	Other securities	—	—	$7K	<0.1%
American Funds Global Growth Mutual Fund	Other securities	—	—	$2K	<0.1%
LVIP Delaware Mid Cap Value Fund Mutual Fund	Other securities	—	—	$2K	<0.1%
LVIP Delaware Wealth Builder Fund Mutual Fund	Other securities	—	—	$2K	<0.1%
American Funds International Mutual Fund	Other securities	—	—	$1K	<0.1%