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Original filing (PDF)20251015102737NAL0002145011001
SAMUEL U. RODGERS HEALTH CENTER, INC.
Form 5500
FILING_RECEIVED
SAMUEL U. RODGERS HEALTH CENTER 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
301
Accounts w/ balance
273
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMUEL U. RODGERS HEALTH CENTER, INC..
Plan sponsor
Name
SAMUEL U. RODGERS HEALTH CENTER, INC.
EIN
43-0899356
Address
825 EUCLID AVENUE · KANSAS CITY, MO · 64124
Phone
(816) 474-4920
Industry
Offices of Physicians· 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $40K | — |
| CREATIVE PLANNING | — | OVERLAND PARK, KS | NONE | $40K | — |
Investments
29 direct securities· $14.6M(100% of reported assets)
Uncategorized
$13.8M
27 holdings
Guaranteed Income / GIC
$709K
1 holding
Mutual Funds
$124K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom ® Index 2030 Premier | — | — | — | $2.7M | 18.6% | |
| Fidelity Freedom ® Index 2035 Premier | — | — | — | $2.0M | 13.4% | |
| Fidelity Freedom ® Index 2050 Premier | — | — | — | $1.9M | 12.9% | |
| Fidelity Freedom ® Index 2045 Premier | — | — | — | $1.4M | 9.3% | |
| Fidelity Freedom ® Index 2025 Premier | — | — | — | $823K | 5.6% | |
| Fidelity Freedom ® Index 2020 Premier | — | — | — | $755K | 5.2% | |
| *Standard Insurance Company Guaranteed Fixed Interest Fund IV | Guaranteed Income / GIC | — | — | $709K | 4.8% | |
| Fidelity Large Cap Growth Idx | — | — | — | $630K | 4.3% | |
| Fidelity Freedom ® Index 2055 Premier | — | — | — | $594K | 4.1% | |
| Fidelity Freedom ® Index 2060 Premier | — | — | — | $539K | 3.7% | |
| Fidelity Freedom ® Index 2040 Premier | — | — | — | $443K | 3.0% | |
| iShares S&P 500 Index K | — | — | — | $388K | 2.7% | |
| Fidelity Large Cap Value Index | — | — | — | $281K | 1.9% | |
| Fidelity Freedom ® Index Income Premier | — | — | — | $217K | 1.5% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $183K | 1.3% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $168K | 1.1% | |
| Notes receivable from participants dates through December 2029 | — | — | — | $156K | 1.1% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $147K | 1.0% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $124K | 0.8% | |
| Fidelity Freedom ® Index 2065 Premier | — | — | — | $121K | 0.8% | |
| Vanguard FTSE ALL-WLD-EX-US SMCP Idx Adm | — | — | — | $121K | 0.8% | |
| Fidelity Mid Cap Growth Index | — | — | — | $69K | 0.5% | |
| DFA Intermediate Govt Fixed-Income I | — | — | — | $66K | 0.5% | |
| Fidelity Small Cap Value Index | — | — | — | $66K | 0.4% | |
| Fidelity Small Cap Growth Index | — | — | — | $36K | 0.2% | |
| Vanguard Small Cap Index Adm | — | — | — | $26K | 0.2% | |
| Vanguard Interim-Term Bond Index Adm | — | — | — | $24K | 0.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $8K | <0.1% | |
| Fidelity Mid Cap Value Index | — | — | — | $7K | <0.1% |