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Original filing (PDF)20250924113619NAL0008090048001
INOVA HEALTH SYSTEM FOUNDATION
Form 5500
FILING_RECEIVED
INOVA HEALTH SYSTEM 403(B) PLAN
403(b) retirement plan
Signals · 1
29% in single holding
Active participants
401
Accounts w/ balance
441
Plan assets (EOY)
$156.6M
Net assets (EOY)
$156.6M
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)
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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Certain pre-January 1, 2009 contracts for which trustee statements are not available" is 29% of plan.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INOVA HEALTH SYSTEM FOUNDATION.
Plan sponsor
Name
INOVA HEALTH SYSTEM FOUNDATION
EIN
54-1071867
Address
8095 INNOVATION PARK DRIVE · FAIRFAX, VA · 22031
Phone
(703) 205-2166
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST AND YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $53K | — |
Investments
26 direct securities· $156.6M(100% of reported assets)
Uncategorized
$148.7M
25 holdings
Mutual Funds
$7.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Certain pre-January 1, 2009 contracts for which trustee statements are not available | — | — | — | $45.5M | 29.1% | |
| FID GROWTH CO K ** 360,483.93 shares | — | — | — | $14.6M | 9.3% | |
| FID 500 INDEX ** 67,968.98 shares | — | — | — | $13.9M | 8.9% | |
| BLKRK LP IDX RTMT K 647,860.57 shares | — | — | — | $8.9M | 5.7% | |
| JPM US EQUITY L 317,978.60 shares | Mutual Funds | — | — | $7.9M | 5.1% | |
| BLKRK LP IDX 2035 K 335,094.59 shares | — | — | — | $6.3M | 4.0% | |
| BLKRK LP IDX 2030 K 353,050.72 shares | — | — | — | $6.0M | 3.8% | |
| BLKRK LP IDX 2045 K 220,717.26 shares | — | — | — | $4.9M | 3.1% | |
| BLKRK LP IDX 2050 K 196,055.32 shares | — | — | — | $4.6M | 2.9% | |
| FID INTL INDEX ** 90,698.95 shares | — | — | — | $4.3M | 2.8% | |
| FID TOTAL BOND ** 457,678.04 shares | — | — | — | $4.3M | 2.7% | |
| FID PURITAN K ** 166,071.45 shares | — | — | — | $4.1M | 2.6% | |
| BLKRK LP IDX 2040 K 201,171.11 shares | — | — | — | $4.1M | 2.6% | |
| AF WASH MUTL INV R6 66,742.10 shares | — | — | — | $4.1M | 2.6% | |
| Guaranteed Interest Balance Contract** Interest rate of 5.49% | — | — | — | $3.2M | 2.1% | |
| J H ENTERPRISE I 19,567.51 shares | — | — | — | $2.8M | 1.8% | |
| AF EUROPAC GROWTH R6 51,732.30 shares | — | — | — | $2.8M | 1.8% | |
| AM CENT MD CP VAL R6 169,745.62 shares | — | — | — | $2.6M | 1.7% | |
| FID US BOND IDX ** 249,985.70 shares | — | — | — | $2.6M | 1.6% | |
| BLKRK LP IDX 2055 K 95,709.94 shares | — | — | — | $2.3M | 1.5% | |
| FID SMALL CAP GR K6 ** 119,758.68 shares | — | — | — | $2.1M | 1.4% | |
| FID EXTD MKT IDX ** 19,703.19 shares | — | — | — | $1.8M | 1.1% | |
| AM CENT SMCAP VAL R6 133,486.15 shares | — | — | — | $1.4M | 0.9% | |
| Participant loans** varying maturities | — | — | — | $1.1M | 0.7% | |
| BLKRK LP IDX 2060 K 7,148.95 shares | — | — | — | $154K | <0.1% | |
| BLKRK LP IDX 2065 K 1,933.04 shares | — | — | — | $29K | <0.1% |