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Original filing (PDF)20250415073518NAL0005953842001
SALUD INTEGRAL EN LA MONTANA
Form 5500
FILING_RECEIVED
PLAN DE RETIRO DE SALUD INTEGRAL EN LA MONTANA
401(k) retirement plan
Signals · 1
6 service providers
Active participants
743
Accounts w/ balance
743
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.0M
How this plan invests
This plan
62 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALUD INTEGRAL EN LA MONTANA.
Plan sponsor
Name
SALUD INTEGRAL EN LA MONTANA
EIN
66-0329532
Address
PO BOX 515 · NARANJITO, PR · 007190515
Phone
(787) 869-5900
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
RRC CPA GROUP, PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORD KEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $0 | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE PLANNING ASSOC | — | FAIR LAWN, NJ | BROKER DEALER | $0 | — |
| NATIONWIDE PLANNING ASSOC | — | PARAMUS, OH | BROKER DEALER | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL BANK & TRUST | — | SAN JUAN, PR | TRUSTEE | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE 401K COMPANY OF PUERTO RICO INC | 66-0708309 | — | TPA SERVICES | $33K | — |
Investments
62 pooled funds· $14.8M(77% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NATIONWIDE FIXED SELECT CONTRACT NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $3.2M | 16.7% |
| JANUS HENDERSON BALANCED FUND CLASS NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $1.9M | 9.8% |
| VANGUARD WELLESLEY INCOME FUND ADMI NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $1.7M | 8.8% |
| AMERICAN FUNDS INSTITUTIONAL GROWTH NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $1.1M | 5.9% |
| COLUMBIA THERMOSTAT FUND INSTITUTIO NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $973K | 5.1% |
| VANGUARD TARGET RETIREMENT 2060 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $713K | 3.7% |
| FIDELITY 500 INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $562K | 2.9% |
| VANGUARD TARGET RETIREMENT 2050 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $551K | 2.9% |
| VANGUARD TARGET RETIREMENT 2055 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $413K | 2.2% |
| VANGUARD TARGET RETIREMENT 2045 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $361K | 1.9% |
| VANGUARD TARGET RETIREMENT 2035 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $256K | 1.3% |
| FIDELITY INTERNATIONAL INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $202K | 1.1% |
| GOLDMAN SACHS GQG PARTNERS INT OPP NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $186K | 1.0% |
| DODGE & COX INTERNATIONAL STOCK FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $174K | 0.9% |
| VANGUARD TARGET RETIREMENT 2030 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $173K | 0.9% |
| NATIONWIDE LOOMIS ALL CAP GROWTH FU NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $165K | 0.9% |
| AVANTIS US LARGE CAP VALUE INSTITUT NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $149K | 0.8% |
| JPMORGAN LARGE CAP GROWTH FUND CLAS NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $145K | 0.8% |
| DFA EMERGING MARKETS CORE EQUITY PO NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $140K | 0.7% |
| JPMORGAN EQUITY INCOME FUND CLASS R NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $137K | 0.7% |
| VANGUARD TARGET RETIREMENT 2040 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $123K | 0.6% |
| JPMORGAN HEDGED EQUITY FUND CLASS R NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $109K | 0.6% |
| BAIRD ULTRA SHORT TERM BOND INSTITU NATIOWNIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $107K | 0.6% |
| PIMCO US SHORT TERM FUND INSTITUTIO NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $107K | 0.6% |
| T. ROWE PRICE INSTITUTIONAL FLOATIN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $107K | 0.6% |
| DIAMOND HILL MID CAP FUND CLASS I NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $84K | 0.4% |
| PRINCIPAL GLOBAL REAL ESTATE SECURI NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $82K | 0.4% |
| PGIM TOTAL RETURN BOND FUND -CLASS NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $65K | 0.3% |
| FIDELITY U.S. BOND INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $61K | 0.3% |
| LEGAL & GENERAL COMMODITY STRATEGY NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $61K | 0.3% |
| FIDELITY LARGE CAP GROWTH INDEX FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $57K | 0.3% |
| VANGUARD TARGET RETIREMENT 2065 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $56K | 0.3% |
| VEST US LGCP 10 BUFFER-CLASS Y SHA NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $54K | 0.3% |
| BLACKROCK TACTICAL OPPORTUNITIES IN NATIOWNIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $54K | 0.3% |
| BLACKROCK HIGH YIELD BOND PORTFOLIO NATIOWNIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $49K | 0.3% |
| PIMCO REAL RETURN FUND INSTITUTIONA NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $46K | 0.2% |
| VANGUARD LONG-TERM TREASURY INDEX F NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $45K | 0.2% |
| VANGUARD EXPLORER FUND ADMIRAL SHAR NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $45K | 0.2% |
| AVANTIS US SMALL CAP VALUE FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $44K | 0.2% |
| VANGUARD MID-CAP VALUE INDEX FUND A NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $38K | 0.2% |
| VANGUARD SMALL CAP VALUE INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $37K | 0.2% |
| VANGUARD TOTAL WORLD STOCK INDEX FU NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $32K | 0.2% |
| VANGUARD TARGET RETIREMENT 2025 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $28K | 0.1% |
| VANGUARD TARGET RETIREMENT 2020 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $15K | <0.1% |
| AB GLOBAL BOND FUND CLASS I NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $14K | <0.1% |
| BLACKROCK TOTAL RETURN FUND CLASS K NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $11K | <0.1% |
| FIDELITY INTERMEDIATE TREASURY BOND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $9K | <0.1% |
| VANGUARD SMALL-CAP GROWTH INDEX FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $8K | <0.1% |
| AGGREGATE SDBA ASSETS NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $5K | <0.1% |
| VANGUARD MID-CAP GROWTH INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $5K | <0.1% |
| VANGUARD EQUITY-INCOME FUND ADMIRAL NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $5K | <0.1% |
| PIMCO COMMODITY REAL RETURN STRATEG NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $5K | <0.1% |
| DFA U.S. LARGE CAP VALUE PORTFOLIO NATIONWIDE · EIN 41-3156830 / PN 001 | Pooled Separate Account | $5K | <0.1% |
| COLUMBIA SELECT LARGE CAP GROWTH FU NATIOWNIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $4K | <0.1% |
| FIDELITY MID CAP INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $4K | <0.1% |
| VANGUARD TARGET RETIREMENT INCOME F NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $3K | <0.1% |
| BLACKROCK MID-CAP GROWTH EQUITY POR NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $2K | <0.1% |
| FIDELITY SMALL CAP INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $2K | <0.1% |
| FIDELITY INFLATION-PROTECTED BOND F NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $2K | <0.1% |
| FIDELITY SHORT-TERM TREASURY BOND I NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $703 | <0.1% |
| PIMCO STOCKSPLUS SHORT FUND INSTITU NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $296 | <0.1% |
| BLACK ROCK STRATEGIC INCOME OPPORTU NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | $222 | <0.1% |