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Original filing (PDF)20251015113118NAL0002329043004
VANDALIA HEALTH, INC.
Form 5500
FILING_RECEIVED
VANDALIA HEALTH SYSTEM 401(K) RETIREMENT SAVINGS P
401(k) retirement plan
Active participants
11,194
Accounts w/ balance
14,723
Plan assets (EOY)
$852.8M
Net assets (EOY)
$852.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — 118% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANDALIA HEALTH, INC..
Plan sponsor
Name
VANDALIA HEALTH, INC.
EIN
55-0664138
Address
PO BOX 1547 · CHARLESTON, WV · 253261547
Phone
(304) 388-7611
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SUTTLE & STALNAKER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO., INC. | 04-2647786 | — | RECORDKEEPER | $759K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE | 13-5581829 | — | ADVISOR | $183K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $174K | — |
Investments
2 direct securities · 18 pooled funds· $634.1M(74% 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
$632.4M
18 holdings
Uncategorized
$1.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX + MODERATE RETIREMEN WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $136.7M | 16.0% | |
| FLEXPATH INDEX + MODERATE RETIREMEN WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $134.3M | 15.7% | |
| FLEXPATH INDEX + MODERATE RETIREMEN WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $113.2M | 13.3% | |
| LARGE CAP GROWTH FUND I1 WILMINGTON TRUST · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $107.2M | 12.6% | |
| FLEXPATH INDEX + MODERATE RETIREMEN WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $78.7M | 9.2% | |
| CORE BOND FUND 1 WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $17.7M | 2.1% | |
| LARGE CAP VALUE FUND I1 WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $16.3M | 1.9% | |
| MID CAP VALUE FEE I1 FIDELITY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $8.1M | 1.0% | |
| SMALL CAP GR II I1 FIDELITY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $6.0M | 0.7% | |
| INTERNATIONAL STOCK FUND I1 WILMINGTON TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $4.3M | 0.5% | |
| FLEXPATH INDEX + CONSERVATIVE RETIR WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $3.2M | 0.4% | |
| FLEXPATH INDEX + AGGRESIVE RETIREME WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $2.7M | 0.3% | |
| FLEXPATH INDEX + AGGRESIVE RETIREME WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $1.4M | 0.2% | |
| [DFE: FLEXPATH INDEXPLUS AGGRESSIVE RETIREMENT FUND (extraction pending)] | — | — | — | $1.0M | 0.1% | |
| FLEXPATH INDEX + AGGRESIVE RETIREME WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $1.0M | 0.1% | |
| [DFE: FLEXPATH INDEXPLUS AGGRESSIVE 2055 FUND (extraction pending)] | — | — | — | $637K | <0.1% | |
| FLEXPATH INDEX + AGGRESIVE RETIREME WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $637K | <0.1% | |
| FLEXPATH INDEX + CONSERVATIVE RETIR WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $514K | <0.1% | |
| FLEXPATH INDEX + CONSERVATIVE RETIR WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $508K | <0.1% | |
| FLEXPATH INDEX + CONSERVATIVE RETIR WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $185K | <0.1% |