Original filing (PDF)20250730102149NAL0004509473001

ROCKCASTLE HOSPITAL AND SUBSIDIARIES, INC.

Name: ROCKCASTLE HOSPITAL AND SUBSIDIARIES, INC. — ROCKCASTLE HOSPITAL AND SUBSIDIARIES RETIREMENT PLAN, Form 5500 (2024)
Creator: ROCKCASTLE HOSPITAL AND SUBSIDIARIES, INC.

Form 5500

FILING_RECEIVED

ROCKCASTLE HOSPITAL AND SUBSIDIARIES RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

592

Accounts w/ balance

560

Plan assets (EOY)

$35.5M

Net assets (EOY)

$35.5M

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKCASTLE HOSPITAL AND SUBSIDIARIES, INC..

Plan sponsor

Name

ROCKCASTLE HOSPITAL AND SUBSIDIARIES, INC.

EIN

61-0523304

Address

145 NEWCOMB AVENUE · MT. VERNON, KY · 40456

Phone

(606) 256-1295

Industry

Offices of Physicians· 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

2025-07-30

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)

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$12K	—

Investments

14 direct securities· $35.5M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Federated Select Federated Hermes TLL Return BD	—	—	—	$7.4M	20.8%
Fidelity 500 Index Fund	—	—	—	$6.2M	17.6%
Fidelity Advisor Intl Capital Appreciation FD Z	—	—	—	$5.0M	14.1%
The Standard Stable Asset Fund A	—	—	—	$4.7M	13.2%