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Original filing (PDF)20251015134913NAL0002394579001
ATLANTIC GENERAL HOSPITAL CORP
Form 5500
FILING_RECEIVED
ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
853
Accounts w/ balance
1,157
Plan assets (EOY)
$72.3M
Net assets (EOY)
$72.3M
How this plan invests
This plan
1 pooled trust
Schedule D
71 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTIC GENERAL HOSPITAL CORP.
Plan sponsor
Name
ATLANTIC GENERAL HOSPITAL CORP
EIN
52-1656507
Address
9733 HEALTHWAY DRIVE · BERLIN, MD · 21811
Phone
(410) 641-9600
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
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES INC | — | SAINT PAUL, MN | BROKER/DEALER | $0 | — |
| OSAIC WEALTH INC | — | SCOTTSDALE, AZ | BROKER/DEALER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $169K | — |
Investments
65 direct securities · 1 pooled fund· $103.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$83.1M
63 holdings
Mutual Funds
$11.4M
1 holding
Guaranteed Income / GIC
$9.3M
1 holding
Pooled Separate Account
$12K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Large-Cap Growth Fund | Mutual Funds | — | — | $11.4M | 15.8% | |
| TRwPr LCG Fnd I Registered Investment Company | — | — | — | $11.4M | 15.8% | |
| s * Voya Fixed Plus Account III A | Guaranteed Income / GIC | — | — | $9.3M | 12.8% | |
| Voya Fixed Plus Account III | — | — | — | $8.4M | 11.7% | |
| VY TRwPr Cap Apprec Port R6 Registered Investment Company | — | — | — | $4.4M | 6.1% | |
| T. Rowe Price Capital Appreciation Portfolio R6 | — | — | — | $4.4M | 6.1% | |
| iShares S&P 500 Index Fund K | — | — | — | $4.4M | 6.0% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $4.3M | 5.9% | |
| Vanguard Target Retirement 2035 | — | — | — | $4.3M | 5.9% | |
| Vanguard Small-Cap Index Fund Admiral | — | — | — | $2.9M | 4.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.4M | 3.3% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $2.4M | 3.3% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $2.3M | 3.2% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.3M | 3.2% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $2.3M | 3.2% | |
| American Funds AMCAP Fund R6 | — | — | — | $2.3M | 3.1% | |
| Invesco Developing Markets Fund R6 | — | — | — | $1.6M | 2.3% | |
| Inv Dev Mrkts Fd R6 Registered Investment Company | — | — | — | $1.6M | 2.3% | |
| Voya Mid Cap Opportunities Portfolio R6 | — | — | — | $1.6M | 2.3% | |
| Carillon Eagle Small Cap Growth R6 | — | — | — | $1.4M | 1.9% | |
| JPMorgan Core Bond Fund R6 | — | — | — | $1.2M | 1.6% | |
| JPMorgan Mid Cap Growth Fund R6 | — | — | — | $1.1M | 1.6% | |
| American Funds Fundamental Investors | — | — | — | $1.1M | 1.5% | |
| American Funds Fdmntl Inv R6 Registered Investment Company | — | — | — | $1.1M | 1.5% | |
| participants' accounts | — | — | — | $1.1M | 1.5% | |
| LOAN FUND Participant Loans - Rates 2.70% to 6.20% | — | — | — | $1.1M | 1.5% | |
| Voya Large-Cap Growth Fund R6 | — | — | — | $898K | 1.2% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $898K | 1.2% | |
| Voya Large-Cap Growth Fund R6 Registered Investment Company | — | — | — | $889K | 1.2% | |
| Vanguard Target Retirement 2025 | — | — | — | $889K | 1.2% | |
| American Funds Washington Mutual Investors Fund R6 | — | — | — | $784K | 1.1% | |
| American Funds Cap Inc Builder R6 | — | — | — | $769K | 1.1% | |
| Massachusetts Investors Trust Class (6) | — | — | — | $596K | 0.8% | |
| BlackRock Equity Dividend Fund K | — | — | — | $537K | 0.7% | |
| American Funds EuroPacific R6 | — | — | — | $535K | 0.7% | |
| Pioneer Investments Equity Income Fund (K) | — | — | — | $410K | 0.6% | |
| Vangrd High-Yd Corp Fnd Adm Registered Investment Company | — | — | — | $373K | 0.5% | |
| Vanguard High Yield Corporate Fund Admiral | — | — | — | $373K | 0.5% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $372K | 0.5% | |
| party date,rate of interest, collateral, par, or maturity date AmCen Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $340K | 0.5% | |
| DFA Real Estate Securities Portfolio | — | — | — | $306K | 0.4% | |
| Templeton Foreign Fund R6 | — | — | — | $263K | 0.4% | |
| Calvert US Lg-Cp Cr Rsp In F I Registered Investment Company | — | — | — | $259K | 0.4% | |
| Calvert US Large Cap Core Responsible Index Fund (I) | — | — | — | $259K | 0.4% | |
| JPMorgan Mid Cap Value Fnd R6 | — | — | — | $256K | 0.4% | |
| Inv Global Fd R6 Registered Investment Company | — | — | — | $216K | 0.3% | |
| Vanguard Target Retirement Inc | — | — | — | $210K | 0.3% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $210K | 0.3% | |
| Vanguard Total International Stock Index Fund Admiral | — | — | — | $177K | 0.2% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $177K | 0.2% | |
| Virtus Ceredex Mid-Cap Value Equity R6 | — | — | — | $173K | 0.2% | |
| Virtus Crdx MC Vl Eq Fd R6 Registered Investment Company | — | — | — | $173K | 0.2% | |
| JPMorgan US Sm Comp Fd R6 Registered Investment Company | — | — | — | $161K | 0.2% | |
| Charles Schwab Personal Choice Retirement Account | — | — | — | $118K | 0.2% | |
| DFA US Small Cap Portfolio Ins | — | — | — | $64K | <0.1% | |
| American Funds SMALLCAP R6 | — | — | — | $46K | <0.1% | |
| Templeton Global Bond Fund R6 | — | — | — | $42K | <0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $27K | <0.1% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $27K | <0.1% | |
| JPMorgan Core Bond Fund A | — | — | — | $24K | <0.1% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Fidelity VIP Contrafund Pt I Registered Investment Company | — | — | — | $4K | <0.1% | |
| Goldman Sachs Int Sm Cp Ins F R6 | — | — | — | $4K | <0.1% | |
| VY TRwPr Cap Apprec Port Srv Registered Investment Company | — | — | — | $3K | <0.1% | |
| Voya Intermediate Bond Prt I Registered Investment Company | — | — | — | $1K | <0.1% | |
| Columbia Variable Port Acn Registered Investment Company | — | — | — | $1K | <0.1% |