Original filing (PDF)20251006203745NAL0002131011001

GUAM HEALTHCARE DEVELOPMENT, INC.

Name: GUAM HEALTHCARE DEVELOPMENT, INC. — GUAM REGIONAL MEDICAL CITY 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: GUAM HEALTHCARE DEVELOPMENT, INC.

Form 5500

FILING_RECEIVED

GUAM REGIONAL MEDICAL CITY 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

935

Accounts w/ balance

1,062

Plan assets (EOY)

$42.1M

Net assets (EOY)

$42.1M

How this plan invests

This plan

1 pooled trust

Schedule D

87 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUAM HEALTHCARE DEVELOPMENT, INC..

Plan sponsor

Name

GUAM HEALTHCARE DEVELOPMENT, INC.

EIN

66-0768469

Address

P.O.BOX 3830 · HAGATNA, GU · 96932

Phone

(671) 645-5500

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

2025-10-06

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

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASC TRUST, LLC	—	HAGATNA, GU	TRUSTEE	$256K	—

Investments

87 direct securities · 1 pooled fund· $106.4M(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.

Common Collective Trusts

$57.5M

32 holdings

Common Collective Trust

$32.5M

1 holding

Other securities

$11.7M

47 holdings

Participant loans

$3.4M

2 holdings

Cash / Money Market

$1.4M

6 holdings

					% of plan
ASC DYNAMIC RETIREMENT TRUST ASC TRUST, LLC · EIN 66-0886903 / PN 001	Common Collective Trust	—	—	$32.5M	77.4%
Collective Investment Funds * Select Target Date Profile 2045 Common collective trust fund: 264,660 units	Common Collective Trusts	—	$265K	$5.5M	13.1%
Select Target Date Profile 2050 Common collective trust fund: 261,128 units	Common Collective Trusts	—	$261K	$5.5M	13.0%
Select Target Date Profile 2055 Common collective trust fund: 231,729 units	Common Collective Trusts	—	$232K	$4.8M	11.5%
Select Target Date Profile 2040 Common collective trust fund: 209,081 units	Common Collective Trusts	—	$209K	$4.2M	10.1%
Collective Investment Funds * Select Target Date Profile 2045 Common collective trust fund: 227,601 units	Common Collective Trusts	—	$228K	$4.2M	9.9%
Select Target Date Profile 2050 Common collective trust fund: 221,177 units	Common Collective Trusts	—	$221K	$4.0M	9.6%
Shares of Registered Investment Companies Vanguard Institutional Index I Mutual fund: 7,920 units	Other securities	—	$8K	$3.8M	9.0%
Select Target Date Profile 2055 Common collective trust fund: 197,627 units	Common Collective Trusts	—	$198K	$3.6M	8.6%
Select Target Date Profile 2040 Common collective trust fund: 172,755 units	Common Collective Trusts	—	$173K	$3.1M	7.3%
Shares of Registered Investment Companies Vanguard Institutional Index I Mutual fund: 6,214 units	Other securities	—	$6K	$2.4M	5.8%
Select Target Date Profile 2030 Common collective trust fund: 120,975 units	Common Collective Trusts	—	$121K	$2.1M	5.1%
Select Target Date Profile 2035 Common collective trust fund: 109,016 units	Common Collective Trusts	—	$109K	$2.1M	4.9%
Select Target Date Profile 2030 Common collective trust fund: 124,568 units	Common Collective Trusts	—	$125K	$2.0M	4.7%
Select Target Date Profile 2060 Common collective trust fund: 96,380 units	Common Collective Trusts	—	$96K	$1.8M	4.4%
Select Target Date Profile 2025 Common collective trust fund: 107,460 units	Common Collective Trusts	—	$107K	$1.8M	4.2%
Participant loans ranging from 1 to 15 years	Participant loans	—	—	$1.8M	4.2%
Select Target Date Profile 2025 Common collective trust fund: 108,140 units	Common Collective Trusts	—	$108K	$1.6M	3.9%
Participant loans ranging from 1 to 15 years	Participant loans	—	—	$1.6M	3.9%
Select Target Date Profile 2020 Common collective trust fund: 102,378 units	Common Collective Trusts	—	$102K	$1.6M	3.8%
Select Target Date Profile 2035 Common collective trust fund: 89,316 units	Common Collective Trusts	—	$89K	$1.5M	3.6%
Select Target Date Profile 2020 Common collective trust fund: 92,955 units	Common Collective Trusts	—	$93K	$1.3M	3.2%
DRT Balanced Fund Common collective trust fund: 68,452 units	Common Collective Trusts	—	$68K	$1.3M	3.0%
Select Target Date Profile 2060 Common collective trust fund: 62,855 units	Common Collective Trusts	—	$63K	$1.1M	2.5%
DRT Balanced Fund Common collective trust fund: 61,527 units	Common Collective Trusts	—	$62K	$1.0M	2.5%
Fidelity® Inv MM Fds Money Market I Cash and cash equivalents: 867,110 units	Cash / Money Market	—	$867K	$867K	2.1%
DRT Growth for Retirement Common collective trust fund: 33,187 units	Common Collective Trusts	—	$33K	$745K	1.8%
Fidelity Select Software & IT Svcs Port Mutual fund: 23,829 units	Other securities	—	$24K	$654K	1.6%
Select Target Date Profile 2015 Common collective trust fund: 38,703 units	Common Collective Trusts	—	$39K	$569K	1.4%
Vanguard Mid Cap Index Institutional Mutual fund: 7,722 units	Other securities	—	$8K	$558K	1.3%
Select Target Date Profile 2010 Common collective trust fund: 41,800 units	Common Collective Trusts	—	$42K	$554K	1.3%
DRT Growth for Retirement Common collective trust fund: 24,331 units	Common Collective Trusts	—	$24K	$481K	1.1%
Fidelity Inv MM Money Market I Cash and cash equivalents: 464,318 units	Cash / Money Market	—	$464K	$464K	1.1%
Vanguard Total Intl Stock Index I Mutual fund: 2,975 units	Other securities	—	$3K	$377K	0.9%
Vanguard Mid Cap Index Institutional Mutual fund: 5,902 units	Other securities	—	$6K	$376K	0.9%
Fidelity® Select Software & IT Svcs Port Mutual fund: 13,371 units	Other securities	—	$13K	$370K	0.9%
Harbor Capital Appreciation Instl Mutual fund: 2,708 units	Other securities	—	$3K	$308K	0.7%
Vanguard Total Bond Market Index I Mutual fund: 30,915 units	Other securities	—	$31K	$293K	0.7%
T. Rowe Price Blue Chip Growth Mutual fund: 1,371 units	Other securities	—	$1K	$255K	0.6%
Vanguard Total Intl Stock Index I Mutual fund: 2,045 units	Other securities	—	$2K	$255K	0.6%
Putnam Large Cap Value Y Mutual fund: 6,137 units	Other securities	—	$6K	$212K	0.5%
Select Target Date Profile 2065 Common collective trust fund: 17,235 units	Common Collective Trusts	—	$17K	$202K	0.5%
DRT Conservative Fund Common collective trust fund: 13,957 units	Common Collective Trusts	—	$14K	$197K	0.5%
Vanguard Total Bond Market Index I Mutual fund: 18,861 units	Other securities	—	$19K	$183K	0.4%
DRT Conservative Fund Common collective trust fund: 13,080 units	Common Collective Trusts	—	$13K	$174K	0.4%
Harbor Capital Appreciation Instl Mutual fund: 1,668 units	Other securities	—	$2K	$161K	0.4%
JPMorgan Equity Income I Mutual fund: 6,509 units	Other securities	—	$7K	$150K	0.4%
iShares Gold Trust Exchange traded fund: 2,694 units	Other securities	—	$3K	$133K	0.3%
BlackRock Health Sciences Opps Instl Mutual fund: 1,933 units	Other securities	—	$2K	$130K	0.3%
Select Target Date Profile 2015 Common collective trust fund: 9,391 units	Common Collective Trusts	—	$9K	$129K	0.3%