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Original filing (PDF)20251010053751NAL0004008867001
PENDLETON NURSING HOME, INC.
Form 5500
FILING_RECEIVED
PENDLETON NURSING HOME, INC. PENSION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
142
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENDLETON NURSING HOME, INC..
Plan sponsor
Name
PENDLETON NURSING HOME, INC.
EIN
55-0547603
Address
PO BOX 700 · 68 GOOD SAMARITAN DRIVE · FRANKLIN, WV · 26807
Phone
(304) 358-2322
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
2025-10-10
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN EDWARDS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
15 direct securities· $3.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Class | — | — | $249K | $485K | 15.5% | |
| J. P. Morgan Growth Advantage Class I | — | — | $188K | $294K | 9.4% | |
| Vanguard Equity-Income Fund Admiral Class | — | — | $233K | $267K | 8.5% | |
| Vanguard Growth & Income Admiral Class | — | — | $260K | $266K | 8.5% | |
| T. Rowe Price Dividend Growth Class I | — | — | $156K | $263K | 8.4% | |
| Vanguard Value Index Fund Admiral Class | — | — | $206K | $262K | 8.3% | |
| Issue Interest, Par, or Maturity Value Cost Current Value American Funds American Balanced Fund Class F2 | — | — | $202K | $246K | 7.8% | |
| Franklin Income Fund Advisor Class | — | — | $239K | $243K | 7.8% | |
| Vanguard Mid-Cap Value Index Fund Admiral Class | — | — | $119K | $169K | 5.4% | |
| Vanguard Federal Money Market Investor Class | — | — | $164K | $164K | 5.2% | |
| Hartford Dividend & Growth Class I | — | — | $149K | $146K | 4.7% | |
| Hartford Balanced Income Class I | — | — | $153K | $143K | 4.6% | |
| Principal Mid-Cap Fund Institutional Class | — | — | $56K | $91K | 2.9% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Class | — | — | $30K | $64K | 2.0% | |
| Dreyfus Government Cash Management Money Market Fund | — | — | $16K | $16K | 0.5% |
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