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Original filing (PDF)20250903160542NAL0009512723001
MARY WASHINGTON HEALTHCARE
Form 5500
FILING_RECEIVED
MARY WASHINGTON HEALTHCARE 401(K) PLAN
401(k) retirement plan
Signals · 3
48% in single holding~4624 bps in Sched C fees6 service providers
Active participants
49
Accounts w/ balance
49
Plan assets (EOY)
$270K
Net assets (EOY)
$270K
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
76
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fully Benefit-Responsive T-Flex N/R" is 48% of plan.
- 4624 bps in Schedule C fees — 2827% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARY WASHINGTON HEALTHCARE.
Plan sponsor
Name
MARY WASHINGTON HEALTHCARE
EIN
54-1240646
Address
1340 CENTRAL PARK BLVD · SUITE 100 · FREDERICKSBURG, VA · 22401
Phone
(540) 741-2500
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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INS OPS CO LLC | 04-2647786 | — | RECORDKEEPER | $64K | — |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | RECORDKEEPER | $90 | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $20K | — |
| RESOURCES INVESTMENT ADVISORS LLC | 43-1451524 | — | CONSULTANT | $18K | — |
| ONEDIGITAL INVESTMENT ADVISORS, LLC | 82-1434504 | — | CONSULTANT | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT | $17K | — |
Investments
7 direct securities· $525K(100% of reported assets)
Uncategorized
$511K
5 holdings
Mutual Funds
$14K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fully Benefit-Responsive T-Flex N/R | — | — | — | $252K | 93.6% | |
| Metlife/Brighthouse Financial T-FLEX | — | — | — | $252K | 93.6% | |
| FID VIP EQUITY INCOME N/R | Mutual Funds | — | — | $13K | 4.7% | |
| Investment Contract * Fully Benefit-Responsive Fixed Account Plus N/R | — | — | — | $3K | 1.1% | |
| Metlife/Brighthouse Financial BLACKROCK ULTRA-SHORT TERM BOND PORTFOLIO | Mutual Funds | — | — | $2K | 0.6% | |
| VALIC FIXED ACCOUNT PLUS | — | — | — | $2K | 0.6% | |
| VALIC SHORT TERM FIXED ACCOUNT | — | — | — | $1K | 0.5% |