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Original filing (PDF)20251007161946NAL0005045985001
NORTHWEST HOSPITAL CENTER, INC.
Form 5500
FILING_RECEIVED
THE NORTHWEST HOSPITAL CENTER, INC. 403(B) MATCHING RETIREMENT PLAN
403(b) retirement plan
Signals · 1
6 service providers
Active participants
2,467
Accounts w/ balance
1,292
Plan assets (EOY)
$107.9M
Net assets (EOY)
$107.9M
How this plan invests
This plan
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST HOSPITAL CENTER, INC..
Plan sponsor
Name
NORTHWEST HOSPITAL CENTER, INC.
EIN
52-1372665
Address
10090 RED RUN BLVD · OWNINGS MILLS, MD · 21117
Phone
(410) 469-5443
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $72K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES INC | 59-1237041 | — | INVESTMENT ADVISOR | $13K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $8K | — |
Investments
54 direct securities· $107.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | — | — | — | $11.0M | 10.2% | |
| Vanguard LifeStrategy Growth | — | — | — | $8.7M | 8.1% | |
| Standard Insurance Company Standard Stable Asset Fund II | — | — | — | $7.8M | 7.2% | |
| AQR Large Cap Defensive Style R6 | — | — | — | $6.9M | 6.4% | |
| T. Rowe Price T. Rowe Price Retirement I 2030 I | — | — | — | $5.9M | 5.4% | |
| Fidelity Contrafund K6 | — | — | — | $5.5M | 5.1% | |
| T. Rowe Price T. Rowe Price Retirement I 2040 I | — | — | — | $5.3M | 4.9% | |
| T. Rowe Price T. Rowe Price Retirement I 2035 I | — | — | — | $5.3M | 4.9% | |
| T. Rowe Price T. Rowe Price Retirement I 2025 I | — | — | — | $4.1M | 3.8% | |
| T. Rowe Price T. Rowe Price Retirement I 2045 I | — | — | — | $4.1M | 3.8% | |
| American Century American Century Equity Income R6 | — | — | — | $4.1M | 3.8% | |
| T. Rowe Price T. Rowe Price Retirement I 2050 I | — | — | — | $3.9M | 3.6% | |
| T. Rowe Price T. Rowe Price Retirement I 2055 I | — | — | — | $3.5M | 3.3% | |
| Vanguard Mid Cap Index Institutional | — | — | — | $3.0M | 2.8% | |
| American Fund American Funds EuroPacific Growth R6 | — | — | — | $3.0M | 2.8% | |
| Metropolitan West TCW MetWest Total Return Bond Plan | — | — | — | $2.6M | 2.4% | |
| American Century American Century Mid Cap Value R6 | — | — | — | $2.5M | 2.4% | |
| Vanguard Small Cap Index Institutional | — | — | — | $2.5M | 2.3% | |
| Fuller & Thaler Fuller & Thaler Behavioral Small Cap Growth R6 | — | — | — | $2.4M | 2.3% | |
| Vanguard Federal Money Market | — | — | — | $2.0M | 1.9% | |
| Thornburg Limited Term Income R6 | — | — | — | $1.8M | 1.6% | |
| Vanguard Intermediate-Term Bond Index Institutional | — | — | — | $1.5M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement I 2060 I | — | — | — | $1.5M | 1.4% | |
| with various maturities - | — | — | — | $1.4M | 1.3% | |
| American Fund American Funds Inflation Linked Bond R6 | — | — | — | $1.1M | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement I 2020 I | — | — | — | $1.0M | 1.0% | |
| Vanguard LifeStrategy Moderate Growth | — | — | — | $927K | 0.9% | |
| Vanguard Total InternationalStock Index Admiral | — | — | — | $783K | 0.7% | |
| Blackrock High Yield Bond K | — | — | — | $719K | 0.7% | |
| Goldman Sachs GQG Partners International Opportunities R6 | — | — | — | $547K | 0.5% | |
| Fidelity Cash Reserves | — | — | — | $331K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement I 2065 I | — | — | — | $255K | 0.2% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | — | — | — | $252K | 0.2% | |
| Vanguard LifeStrategy Conservative Growth | — | — | — | $242K | 0.2% | |
| MFS Mid Cap Growth R6 | — | — | — | $200K | 0.2% | |
| Macquarie Emerging Markets R6 | — | — | — | $170K | 0.2% | |
| Vanguard International Value | — | — | — | $121K | 0.1% | |
| Franklin Templeton Franklin Small Cap Value R6 | — | — | — | $106K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement I 2015 I | — | — | — | $103K | <0.1% | |
| Fidelity Mid Cap Index Institutional Prem | — | — | — | $101K | <0.1% | |
| Fidelity Advisor International Small Cap I | — | — | — | $60K | <0.1% | |
| Brown Capital Mgmt International Small Company Institutional | — | — | — | $57K | <0.1% | |
| John Hancock JHancock Small Cap Core R6 | — | — | — | $54K | <0.1% | |
| Oberweis Micro Cap Portfolio | — | — | — | $25K | <0.1% | |
| PIMCO Commodities Plus Strategy Institutional | — | — | — | $19K | <0.1% | |
| Principal Financial Group Riskpro 30+ Fund CL R | — | — | — | $16K | <0.1% | |
| Principal Financial Group Janus Henderson Balanced Strategy R | — | — | — | $11K | <0.1% | |
| Bitcoin Strategy FD Investor | — | — | — | $10K | <0.1% | |
| Principal Financial Group BR Equity ESG Strategy CL R | — | — | — | $10K | <0.1% | |
| Principal Financial Group Equity Index Focused Strategy R | — | — | — | $6K | <0.1% | |
| Principal Financial Group Sector Equity Bus Cycle Strat R | — | — | — | $4K | <0.1% | |
| Principal Financial Group Riskpro PFG 0-15 FD Class R | — | — | — | $4K | <0.1% | |
| Principal Financial Group Riskpro Tactical 0-30 FD Cl R | — | — | — | $4K | <0.1% | |
| Vanguard Long-Term Investment Grade Admiral | — | — | — | $1K | <0.1% |