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Original filing (PDF)20251015113319NAL0002223811003
METHODIST HOMES FOR THE AGING
Form 5500
FILING_RECEIVED
METHODIST HOMES FOR THE AGING 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
548
Accounts w/ balance
112
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
24 pooled trusts
Schedule D
22 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
84
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Transamerica RetireOnTrk 2025 with Amer Fds RetOpt Pooled Separate Account" is 31% of plan.
- Only 20% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METHODIST HOMES FOR THE AGING.
Plan sponsor
Name
METHODIST HOMES FOR THE AGING
EIN
63-0376518
Address
1520 COOPER HILL ROAD · BIRMINGHAM, AL · 35210
Phone
(205) 951-2442
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS AND INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | 34-1542819 | — | INVESTMENT ADVISORY | $8K | — |
Investments
2 direct securities · 24 pooled funds· $2.4M(100% 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.
Pooled Separate Account
$2.3M
24 holdings
Uncategorized
$110K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $748K | 31.2% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $570K | 23.8% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $498K | 20.7% | |
| Transamerica Stable Value Core Option Stable Value | — | — | — | $102K | 4.3% | |
| TRANSAMERICA OT 2015 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $81K | 3.4% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $78K | 3.2% | |
| TA VANGUARD TTL STCK MKT IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $72K | 3.0% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $54K | 2.3% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $52K | 2.2% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $28K | 1.2% | |
| TRANSAMERICA FLEX INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 787 | Pooled Separate Account | — | — | $22K | 0.9% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $22K | 0.9% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $18K | 0.8% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $10K | 0.4% | |
| Transamerica Growth Pooled Separate Account | — | — | — | $8K | 0.3% | |
| TRANSAMERICA GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 789 | Pooled Separate Account | — | — | $8K | 0.3% | |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 792 | Pooled Separate Account | — | — | $7K | 0.3% | |
| TRANSAMERICA SM/MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 794 | Pooled Separate Account | — | — | $7K | 0.3% | |
| TRANSAMERICA INTL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $6K | 0.3% | |
| TRANSAMERICA EMERG MKT DEBT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 786 | Pooled Separate Account | — | — | $6K | 0.3% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $5K | 0.2% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $3K | 0.1% | |
| JPMORGAN U.S. EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 297 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN FDS AMERICAN MTL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $500 | <0.1% | |
| JPMORGAN U.S. SMALL CO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 774 | Pooled Separate Account | — | — | $244 | <0.1% | |
| TRANSAMERICA HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $0 | <0.1% |
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