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Original filing (PDF)20251003211610NAL0001072083001
FAIRVIEW RANGE REGIONAL HEALTH SERVICES
Form 5500
FILING_RECEIVED
FAIRVIEW RANGE REGIONAL HEALTH SERVICES 403B PLAN
403(b) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,084
Accounts w/ balance
1,269
Plan assets (EOY)
$82.9M
Net assets (EOY)
$82.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAIRVIEW RANGE REGIONAL HEALTH SERVICES.
Plan sponsor
Name
FAIRVIEW RANGE REGIONAL HEALTH SERVICES
EIN
41-1293970
Address
750 E. 34TH STREET · HIBBING, MN · 55746
Phone
(218) 262-4881
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
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 INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities· $81.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | — | — | — | $12.4M | 15.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $11.3M | 13.6% | |
| Vanguard Target Retirement 2035 | — | — | — | $9.9M | 11.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $9.0M | 10.9% | |
| Vanguard Target Retirement 2030 | — | — | — | $7.9M | 9.5% | |
| Vanguard Target Retirement 2055 | — | — | — | $5.3M | 6.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $4.3M | 5.1% | |
| T.Rowe Price Blue Chip Growth | — | — | — | $3.9M | 4.7% | |
| Vanguard Total Stock Market Index | — | — | — | $3.7M | 4.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $2.2M | 2.7% | |
| John Hancock Disciplined Value R6 | — | — | — | $1.8M | 2.2% | |
| Fidelity Balance K | — | — | — | $1.8M | 2.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.7M | 2.0% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | — | — | — | $992K | 1.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $918K | 1.1% | |
| Dodge & Cox International Stock | — | — | — | $764K | 0.9% | |
| Fidelity Total International Index | — | — | — | $744K | 0.9% | |
| Baird Aggregate Bond | — | — | — | $631K | 0.8% | |
| American Funds Europacific Growth R6 | — | — | — | $519K | 0.6% | |
| Fidelity U.S. Bond Index | — | — | — | $509K | 0.6% | |
| Artisan Small Cap | — | — | — | $410K | 0.5% | |
| Fidelity Government Cash Reserve | — | — | — | $398K | 0.5% | |
| Westwood Quality Small Cap | — | — | — | $343K | 0.4% | |
| Vanguard Target Retirement Income | — | — | — | $288K | 0.3% | |
| Fidelity Management Trust Company Self-Directed Brokerage Accounts | — | — | — | $171K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $52K | <0.1% |
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