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Original filing (PDF)20251007070500NAL0004257473001
RUSSELL COUNTY HOSPITAL
Form 5500
FILING_RECEIVED
RUSSELL COUNTY HOSPITAL RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
321
Accounts w/ balance
349
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
30 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
- 65 bps in Schedule C fees — 123% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSSELL COUNTY HOSPITAL.
Plan sponsor
Name
RUSSELL COUNTY HOSPITAL
EIN
61-0965365
Address
P.O. BOX 1610 · RUSSELL SPRINGS, KY · 42642
Phone
(270) 866-8868
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $61K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | — | ST LOUIS, MO | INVESTMENT ADVISOR | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
30 direct securities· $15.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $2.9M | 19.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.8M | 11.8% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.5M | 10.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $1.4M | 9.6% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $974K | 6.5% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $861K | 5.7% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $792K | 5.3% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $712K | 4.7% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $598K | 4.0% | |
| Nuveen Large Cap Growth Index Fund Mutual Fund | — | — | — | $430K | 2.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $344K | 2.3% | |
| American Funds US Government Security Fund Mutual Fund | — | — | — | $318K | 2.1% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $283K | 1.9% | |
| Vanguard Mid-Cap Index Adm Mutual Fund | — | — | — | $236K | 1.6% | |
| Vanguard Small-Cap Value Index Adm Mutual Fund | — | — | — | $199K | 1.3% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $188K | 1.2% | |
| Vanguard Real Estate Index Adm Mutual Fund | — | — | — | $178K | 1.2% | |
| through 2029) -0- | — | — | — | $164K | 1.1% | |
| Nuveen Large Cap Value Index Fund Mutual Fund | — | — | — | $163K | 1.1% | |
| Vanguard Mid-Cap Growth Index Adm Mutual Fund | — | — | — | $151K | 1.0% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $144K | 1.0% | |
| Vanguard Emerging Markets Stock Index Adm Mutual Fund | — | — | — | $140K | 0.9% | |
| Vanguard Target Retirment Income Fund Mutual Fund | — | — | — | $117K | 0.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $98K | 0.7% | |
| DFA Inflation-Protected Securities Fund Mutual Fund | — | — | — | $65K | 0.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $59K | 0.4% | |
| MassMutual Guaranteed Interest Account Investment Contract | — | — | — | $58K | 0.4% | |
| Vanguard High-Yield Corporate Adm Mutual Fund | — | — | — | $54K | 0.4% | |
| Vanguard Short Term Bond Index Adm Mutual Fund | — | — | — | $25K | 0.2% | |
| Vanguard Treasury Money Market Fund Mutual Fund | — | — | — | $24K | 0.2% |