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Original filing (PDF)20250807134920NAL0002199763001
MONTGOMERY HOSPICE
Form 5500
FILING_RECEIVED
MONTGOMERY HOSPICE EE & ER CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
297
Accounts w/ balance
260
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTGOMERY HOSPICE.
Plan sponsor
Name
MONTGOMERY HOSPICE
EIN
52-1114719
Address
1355 PICCARD DRIVE · SUITE 100 · ROCKVILLE, MD · 20850
Phone
(301) 921-4400
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
2025-08-07
Pension benefit codes
2A · Age/service weighted or new comparability
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRAY, GRIFFITH AND MAYS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $11K | — |
Investments
25 direct securities· $16.7M(88% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $4.3M | 22.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.2M | 11.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.0M | 10.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1.5M | 7.7% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $1.2M | 6.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.1M | 5.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $703K | 3.7% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $641K | 3.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $597K | 3.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $497K | 2.6% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $408K | 2.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $379K | 2.0% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $332K | 1.8% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | — | — | — | $312K | 1.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $109K | 0.6% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $99K | 0.5% | |
| Parnassus Core Equity Inst Parnassus 0 | — | — | — | $92K | 0.5% | |
| PIMCO Real Return Instl PIMCO 0 | — | — | — | $67K | 0.4% | |
| Fidelity International Index Fidelity 0 | — | — | — | $47K | 0.2% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $41K | 0.2% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $34K | 0.2% | |
| DFA Emerging Markets Portfolio Inst DFA 0 | — | — | — | $17K | <0.1% | |
| Fidelity Small Cap Growth K6 Fidelity 0 | — | — | — | $17K | <0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $13K | <0.1% | |
| Goldman Sachs Sm Cap Val Insights R6 Goldman Sachs 0 | — | — | — | $10K | <0.1% |
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