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Original filing (PDF)20251009112535NAL0011355120002
HOWARD COUNTY GENERAL HOSPITAL, INC
Form 5500
FILING_RECEIVED
HOWARD COUNTY GENERAL HOSPITAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,921
Accounts w/ balance
2,840
Plan assets (EOY)
$188.9M
Net assets (EOY)
$188.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
29 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 HOWARD COUNTY GENERAL HOSPITAL, INC.
Plan sponsor
Name
HOWARD COUNTY GENERAL HOSPITAL, INC
EIN
52-2093120
Address
1812 ASHLAND AVE · SUITE 400-A · BALTIMORE, MD · 21205
Phone
(410) 740-7815
Industry
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SB & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $168K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | BROKER | $11K | — |
| NATIONAL FINANCIAL SERVICES | 20-8874282 | — | BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SB & CO LLC | 20-2153727 | — | AUDITOR | $11K | — |
Investments
19 direct securities · 11 pooled funds· $187.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$104.9M
11 holdings
Uncategorized
$80.5M
18 holdings
Mutual Funds
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ONE CH TGT DT 2030 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $19.9M | 10.5% | |
| Vanguard Institutional Index Plus | — | — | — | $18.5M | 9.8% | |
| AMERICAN CENTURY ONE CH TGT DT 2025 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $17.4M | 9.2% | |
| AMERICAN CENTURY ONE CH TGT DT 2035 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $16.6M | 8.8% | |
| Fidelity Contrafund K6 | — | — | — | $15.7M | 8.3% | |
| AMERICAN CENTURY ONE CH TGT DT 2040 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $11.9M | 6.3% | |
| Guaranteed Income Account MetLife Guaranteed Account | — | — | — | $11.8M | 6.3% | |
| AMERICAN CENTURY ONE CH TGT DT 2045 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $11.8M | 6.2% | |
| AMERICAN CENTURY IN RET TR CLASS XI AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $11.6M | 6.2% | |
| AMERICAN CENTURY ONE CH TGT DT 2050 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $7.0M | 3.7% | |
| AMERICAN CENTURY ONE CH TGT DT 2055 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.3M | 2.8% | |
| PIMCO Income Fund Class A | — | — | — | $5.2M | 2.8% | |
| BlackRock iShares US Aggregate Bond Index K | — | — | — | $5.1M | 2.7% | |
| Vanguard Small-Cap Index Institutional | — | — | — | $5.1M | 2.7% | |
| Putnam Large Cap Val R6 | — | — | — | $4.3M | 2.3% | |
| BlackRock iShares MSCI EAFE Intl Idx K | — | — | — | $2.9M | 1.5% | |
| AMERICAN CENTURY ONE CH TGT DT 2060 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.4% | |
| MassMutual Select Mid Cap Growth R5 | — | — | — | $2.5M | 1.3% | |
| BlackRock iShares Russell Mid-Cap Index K | — | — | — | $2.3M | 1.2% | |
| American Funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $2.2M | 1.1% | |
| Participants Notes Receivable from Participants** | — | — | — | $1.6M | 0.8% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | — | — | — | $1.5M | 0.8% | |
| Janus Henderson Triton Fund Class T | — | — | — | $933K | 0.5% | |
| Vanguard Federal Money Market | — | — | — | $912K | 0.5% | |
| AMERICAN CENTURY ONE CH TGT DT 2065 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $842K | 0.4% | |
| Fidelity Small Cap Value | — | — | — | $796K | 0.4% | |
| American Funds American Funds New World R6 | — | — | — | $639K | 0.3% | |
| Money Market Fund American Century American Century U.S. Government Money Market Fund | — | — | — | $545K | 0.3% | |
| PIMCO All Asset Fund Institutional Class | — | — | — | $160K | <0.1% | |
| AMERICAN CENTURY US VAL YIELD EQ TR AMERICAN CENTURY · EIN 27-0573019 / PN 019 | Common Collective Trust | — | — | $0 | <0.1% |