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Original filing (PDF)20251015172633NAL0002810979001
FAITH REGIONAL HEALTH SERVICES
Form 5500
FILING_RECEIVED
FAITH REGIONAL HEALTH SERVICES EMPLOYEES RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1,337
Accounts w/ balance
1,401
Plan assets (EOY)
$62.0M
Net assets (EOY)
$62.0M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAITH REGIONAL HEALTH SERVICES.
Plan sponsor
Name
FAITH REGIONAL HEALTH SERVICES
EIN
47-0796875
Address
1500 KOENIGSTEIN AVENUE · NORFOLK, NE · 68701
Phone
(402) 644-7178
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | ADVISOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | NONE | $29K | — |
Investments
33 direct securities· $62.0M(100% of reported assets)
Uncategorized
$55.5M
32 holdings
Mutual Funds
$6.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Group Annuity Contract * Voya Retirement Insurance & Annuity Company Voya Fixed Plus III Account N/A | — | — | — | $6.9M | 11.1% | |
| Nuveen Large Cap Value Index F N/A | Mutual Funds | — | — | $6.5M | 10.4% | |
| JPMorgan Large Cap Growth R6 N/A | — | — | — | $5.5M | 8.8% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 N/A | — | — | — | $4.3M | 7.0% | |
| The Vanguard Group, Inc Vanguard Small-Cap Index Fund Adm N/A | — | — | — | $4.0M | 6.5% | |
| The Vanguard Group, Inc Vanguard 500 Index Fund Adm N/A | — | — | — | $3.9M | 6.3% | |
| American Funds American Funds American Balanced R6 N/A | — | — | — | $3.5M | 5.7% | |
| DFA Global I N/A | — | — | — | $3.1M | 5.1% | |
| JPMorgan US Equity R6 N/A | — | — | — | $2.8M | 4.5% | |
| Nuveen Lifecycle Index 2050 Fund N/A | — | — | — | $2.5M | 4.0% | |
| BlackRock Health Sciences Opps N/A | — | — | — | $2.1M | 3.4% | |
| Nuveen Lifecycle Index 2055 Fund N/A | — | — | — | $1.9M | 3.0% | |
| The Vanguard Group, Inc Vanguard Mid-Cap Index Fund Adm N/A | — | — | — | $1.8M | 2.9% | |
| American Century Investments American Century Midcap Value R6 N/A | — | — | — | $1.8M | 2.9% | |
| Nuveen Lifecycle Index 2045 Fund N/A | — | — | — | $1.5M | 2.4% | |
| Nuveen Lifecycle Index 2040 Fund N/A | — | — | — | $1.4M | 2.3% | |
| Nuveen Lifecycle Index 2060 Fund N/A | — | — | — | $1.4M | 2.2% | |
| Janus Capital Group, Inc Janus Henderson Flexible Bond Fund N N/A | — | — | — | $1.1M | 1.7% | |
| American Funds American Funds Europacific R6 N/A | — | — | — | $1.0M | 1.7% | |
| Nuveen International Equity In N/A | — | — | — | $892K | 1.4% | |
| Federated High Yield Inst Fund Ins N/A | — | — | — | $663K | 1.1% | |
| American Funds American Funds Growth and Income R6 N/A | — | — | — | $658K | 1.1% | |
| Nuveen Lifecycle Index 2035 Fund N/A | — | — | — | $585K | 0.9% | |
| Nuveen Lifecycle Index 2025 Fund N/A | — | — | — | $471K | 0.8% | |
| American Funds American Funds New World R6 N/A | — | — | — | $457K | 0.7% | |
| The Vanguard Group, Inc Vanguard Energy Index Admiral N/A | — | — | — | $394K | 0.6% | |
| Nuveen Lifecycle Index 2030 Fund N/A | — | — | — | $380K | 0.6% | |
| American Century Investments American Century Real Estate Fund R6 N/A | — | — | — | $138K | 0.2% | |
| American Funds American Funds Capital World Bond Fund R6 N/A | — | — | — | $137K | 0.2% | |
| Nuveen Lifecycle Index 2020 Fund N/A | — | — | — | $137K | 0.2% | |
| Nuveen Lifecycle Index Retirement N/A | — | — | — | $20K | <0.1% | |
| Nuveen Lifecycle Index 2010 Fund N/A | — | — | — | $13K | <0.1% | |
| Nuveen Lifecycle Index 2015 Fund N/A | — | — | — | $4K | <0.1% |