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Original filing (PDF)20250812092530NAL0007816721001
CEDAR VALLEY HOSPICE, INC.
Form 5500
FILING_RECEIVED
CEDAR VALLEY HOSPICE RETIREMENT PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
129
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEDAR VALLEY HOSPICE, INC..
Plan sponsor
Name
CEDAR VALLEY HOSPICE, INC.
EIN
42-1135294
Address
PO BOX 2880 · WATERLOO, IA · 50704
Phone
(319) 272-2002
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
2025-08-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERGANKDV
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCEL WEALTH MANAGEMENT LLC | — | WAVERLY, IA | INVESTMENT ADVISOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
34 direct securities· $5.2M(95% of reported assets)
Uncategorized
$5.0M
33 holdings
Mutual Funds
$228K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Trgt Date Retire R4 | — | — | — | $905K | 16.4% | |
| Vanguard Growth Index Adm | — | — | — | $714K | 12.9% | |
| T. Rowe Price Total Equity Market Index | — | — | — | $419K | 7.6% | |
| American Funds 2050 Trgt Date Retire R4 | — | — | — | $403K | 7.3% | |
| American Funds 2030 Trgt Date Retire R4 | — | — | — | $279K | 5.1% | |
| American Funds 2010 Trgt Date Retire R4 | Mutual Funds | — | — | $228K | 4.1% | |
| Vanguard 500 Index Admiral | — | — | — | $215K | 3.9% | |
| American Funds 2035 Trgt Date Retire R4 | — | — | — | $197K | 3.6% | |
| Jhancock Bond R6 | — | — | — | $167K | 3.0% | |
| American Funds 2045 Trgt Date Retire R4 | — | — | — | $164K | 3.0% | |
| American Funds 2055 Trgt Date Retire R4 | — | — | — | $150K | 2.7% | |
| American Funds 2020 Trgt Date Retire R4 | — | — | — | $134K | 2.4% | |
| JP Morgan Mid Cap Growth R5 | — | — | — | $125K | 2.3% | |
| American Funds EuroPacific Gr R4 | — | — | — | $112K | 2.0% | |
| Vanguard Small Cap Index Adm | — | — | — | $107K | 1.9% | |
| Fixed annuities Empower Annuity Insurance * Company of America Guaranteed Interest Fund | — | — | — | $104K | 1.9% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $95K | 1.7% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $83K | 1.5% | |
| JP Morgan Equity Income R5 | — | — | — | $80K | 1.5% | |
| Columbia Strategic Income Adv | — | — | — | $80K | 1.4% | |
| Vanguard Real Estate Index Admiral | — | — | — | $74K | 1.3% | |
| American Funds Capital Inc Bldr R4 | — | — | — | $53K | 1.0% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $49K | 0.9% | |
| Columbia Mid Cap Index Instl 2 | — | — | — | $46K | 0.8% | |
| Invesco Developing Markets Y | — | — | — | $46K | 0.8% | |
| Macquarie High Income Institutional | — | — | — | $45K | 0.8% | |
| American Funds Intl Gr And Inc R4 | — | — | — | $45K | 0.8% | |
| American Funds 2060 Trgt Date Retire R4 | — | — | — | $29K | 0.5% | |
| American Funds 2065 Trgt Date Retire R4 | — | — | — | $25K | 0.5% | |
| Pimco Real Return P | — | — | — | $18K | 0.3% | |
| American Funds 2025 Trgt Date Retire R4 | — | — | — | $15K | 0.3% | |
| DFA International Small Company I | — | — | — | $7K | 0.1% | |
| Eaton Vance Floating Rate R6 | — | — | — | $7K | 0.1% | |
| Fidelity Select Energy Portfolio | — | — | — | $2K | <0.1% |
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