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Original filing (PDF)20250909072933NAL0012739331001
FREEMAN HEALTH SYSTEM
Form 5500
FILING_RECEIVED
FREEMAN RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,631
Accounts w/ balance
3,420
Plan assets (EOY)
$119.6M
Net assets (EOY)
$119.6M
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
- 28 bps in Schedule C fees — 183% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREEMAN HEALTH SYSTEM.
Plan sponsor
Name
FREEMAN HEALTH SYSTEM
EIN
43-1704371
Address
1102 WEST 32ND STREET · JOPLIN, MO · 648043503
Phone
(417) 347-8900
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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS INC | 43-1685158 | — | CONSULTANT | $67K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $250K | — |
| FORVIS, LLP | 44-0160260 | — | SERVICE PROVIDER | $21K | — |
Investments
29 direct securities· $113.1M(95% of reported assets)
Uncategorized
$108.0M
27 holdings
OTHER
$4.5M
1 holding
Mutual Funds
$626K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index | — | — | — | $18.7M | 15.6% | |
| Stable Value Account *Lincoln Financial Group Lincoln Financial Group Stable Value Account | — | — | — | $12.2M | 10.2% | |
| Fidelity Large Cap Value Index | — | — | — | $10.1M | 8.5% | |
| Lazard International Strategic Equity Inst Shares | — | — | — | $6.4M | 5.4% | |
| Fidelity 500 Index | — | — | — | $6.1M | 5.1% | |
| Payden Corporate Bond Si Class | — | — | — | $6.1M | 5.1% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Class R6 | — | — | — | $5.3M | 4.4% | |
| American Funds American Funds 2050 Target Date Ret Class R6 | — | — | — | $4.7M | 3.9% | |
| American Funds American Funds 2030 Target Date Ret Class R6 | — | — | — | $4.6M | 3.9% | |
| Self-directed Brokerage Accounts Charles Schwab SDB Account | OTHER | — | — | $4.5M | 3.7% | |
| American Funds American Funds 2035 Target Date Ret Class R6 | — | — | — | $4.4M | 3.7% | |
| JPMorgan Mortgage Backed Securities Class R6 | — | — | — | $4.2M | 3.5% | |
| American Funds American Funds 2040 Target Date Ret Class R6 | — | — | — | $4.2M | 3.5% | |
| Emerald Growth Class Inst | — | — | — | $4.1M | 3.4% | |
| American Funds American Funds 2045 Target Date Ret Class R6 | — | — | — | $3.5M | 2.9% | |
| American Funds American Funds 2025 Target Date Ret Class R6 | — | — | — | $2.9M | 2.4% | |
| American Funds American Funds 2055 Target Date Ret Class R6 | — | — | — | $2.5M | 2.1% | |
| Artisan Partners Artisan High Income Inst Shares | — | — | — | $1.6M | 1.3% | |
| American Funds American Funds 2020 Target Date Ret Class R6 | — | — | — | $1.5M | 1.3% | |
| American Funds American Funds 2060 Target Date Ret Class R6 | — | — | — | $1.4M | 1.2% | |
| Fidelity Mid Cap Growth Index | — | — | — | $764K | 0.6% | |
| Allspring Special Mid Cap Value | Mutual Funds | — | — | $626K | 0.5% | |
| American Funds American Funds 2015 Target Date Ret Class R6 | — | — | — | $504K | 0.4% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $490K | 0.4% | |
| RBC Global Asset Management RBC Emerging Markets Equity Fund Class R6 | — | — | — | $464K | 0.4% | |
| American Funds American Funds 2010 Target Date Ret Class R6 | — | — | — | $441K | 0.4% | |
| American Funds American Funds 2065 Target Date Ret Class R6 | — | — | — | $389K | 0.3% | |
| Fidelity Small Cap Index | — | — | — | $370K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Class Z | — | — | — | $107K | <0.1% |