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Original filing (PDF)20251107094526NAL0000258931001
MATTHEW WALKER COMPREHENSIVE HEALTH CENTER, INC.
Form 5500
FILING_RECEIVED
MATTHEW WALKER COMPREHENSIVE HEALTH CENTER, INC., 401(K) PLAN
401(k) retirement plan
Signals · 1
~108 bps in Sched C fees
Active participants
95
Accounts w/ balance
182
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
28 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
- 108 bps in Schedule C fees — 107% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTHEW WALKER COMPREHENSIVE HEALTH CENTER, INC..
Plan sponsor
Name
MATTHEW WALKER COMPREHENSIVE HEALTH CENTER, INC.
EIN
62-1035426
Address
1035 14TH AVENUE NORTH · NASHVILLE, TN · 37208
Phone
(615) 340-1265
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
2024-02-01
Tax period
2025-01-31
Filed
2025-11-07
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC DBA COLUMB | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $7K | — |
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
28 direct securities· $4.5M(95% of reported assets)
Uncategorized
$4.5M
27 holdings
Mutual Funds
$19K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund 23,572 shares | — | — | $24K | $912K | 19.0% | |
| Vanguard Target Retirement 2045 Fund 20,665 shares | — | — | $21K | $630K | 13.1% | |
| Vanguard Target Retirement 2035 Fund 18,989 shares | — | — | $19K | $466K | 9.7% | |
| Investment Contract Key Guaranteed Portfolio Fund Investment contract, at contract value | — | — | — | $432K | 9.0% | |
| Vanguard Target Retirement 2025 Fund 18,092 shares | — | — | $18K | $344K | 7.2% | |
| Vanguard Target Retirement 2050 Fund 6,095 shares | — | — | $6K | $313K | 6.5% | |
| Empower T. Rowe Price Mid Cap Growth Fund 33,170 shares | — | — | $33K | $183K | 3.8% | |
| Vanguard Target Retirement 2040 Fund 3,896 shares | — | — | $4K | $173K | 3.6% | |
| Vanguard Target Retirement 2055 Fund 2,518 shares | — | — | $3K | $144K | 3.0% | |
| Vanguard Total Bond Market Index Fund 14,859 shares | — | — | $15K | $141K | 2.9% | |
| Vanguard Target Retirement 2020 Fund 4,928 shares | — | — | $5K | $132K | 2.8% | |
| Through September 2029 | — | — | — | $104K | 2.2% | |
| Vanguard Target Retirement 2060 Fund 1,486 shares | — | — | $1K | $78K | 1.6% | |
| Nuveen Small Cap Value Fund 2,274 shares | — | — | $2K | $76K | 1.6% | |
| Vanguard 500 Index Fund 108 shares | — | — | — | $60K | 1.2% | |
| Victory Sycamore Established Value Fund 1,162 shares | — | — | $1K | $55K | 1.2% | |
| Vanguard Developed Markets Adm Fund 2,703 shares | — | — | $3K | $43K | 0.9% | |
| Vanguard Equity Income Fund 452 shares | — | — | — | $41K | 0.9% | |
| MFS Growth Fund 174 shares | — | — | — | $35K | 0.7% | |
| Metropolitan West Total Return Bond Fund 3,167 shares | — | — | $3K | $28K | 0.6% | |
| American Funds New Perspective Fund 417 shares | — | — | — | $27K | 0.6% | |
| Janus Henderson Triton Fund 908 shares | — | — | — | $26K | 0.5% | |
| Hartford International Opportunities Fund 1,207 shares | — | — | $1K | $24K | 0.5% | |
| Vanguard Small Cap Index Fund 184 shares | — | — | — | $22K | 0.5% | |
| Vanguard Emerging Mkts Stock Adm Fund 588 shares | — | — | — | $22K | 0.5% | |
| Vanguard Target Retirement Income Fund 1,467 shares | Mutual Funds | — | $1K | $19K | 0.4% | |
| Vanguard Real Estate Index Fund 77 shares | — | — | — | $10K | 0.2% | |
| Vanguard Mid Cap Index Fund 7 shares | — | — | — | $2K | <0.1% |
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