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Original filing (PDF)20251014140553NAL0004174800001
METHODIST MANOR RETIREMENT COMMUNITY
Form 5500
FILING_RECEIVED
METHODIST MANOR RETIREMENT COMMUNITY 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
164
Accounts w/ balance
92
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METHODIST MANOR RETIREMENT COMMUNITY.
Plan sponsor
Name
METHODIST MANOR RETIREMENT COMMUNITY
EIN
42-0837578
Address
1206 WEST 4TH STREET · STORM LAKE, IA · 50588
Phone
(712) 732-1120
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2E · Profit-sharing
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KROESE & KROESE, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN COSULTANTS, INC | 48-1205033 | — | NONE | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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