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Original filing (PDF)20250905101214NAL0028702240001
ARKANSAS METHODIST HOSPITAL
Form 5500
FILING_RECEIVED
ARKANSAS METHODIST HOSPITAL RETIREMENT TRUST
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
537
Accounts w/ balance
639
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
35 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
78
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fiduciary Investment Trust Balanced; shares 557,999.016" is 43% of plan.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARKANSAS METHODIST HOSPITAL.
Plan sponsor
Name
ARKANSAS METHODIST HOSPITAL
EIN
71-0230218
Address
900 W KINGSHIGHWAY · PARAGOULD, AR · 72450
Phone
(870) 239-7000
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
2025-09-05
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HORNE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $43K | — |
Investments
31 direct securities · 5 pooled funds· $23.1M(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 Trust
$20.1M
5 holdings
Uncategorized
$2.9M
30 holdings
Mutual Funds
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIT BALANCED C COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | $558K | $9.9M | 43.2% | |
| FIT GROWTH C COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | $434K | $8.5M | 37.4% | |
| FIT AGGRESSIVE C COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | $58K | $1.3M | 5.5% | |
| Fidelity Index 2025 Fund Investor Class; shares 29,934.958 | — | — | $30K | $556K | 2.4% | |
| Notes receivable from participants Loans range from 4.25 to 10.50 percent interest rate | — | — | — | $541K | 2.4% | |
| Fidelity Total Market Index Fund; shares 1,871.105 | — | — | $2K | $302K | 1.3% | |
| JP Morgan Large Cap Growth Fund Class R6; shares 2,885.112 | — | — | $3K | $242K | 1.1% | |
| FIT CONSERVATIVE C COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | $17K | $231K | 1.0% | |
| Fiduciary Investment Trust Moderate Conservative; shares 13,099.668 | — | — | $13K | $202K | 0.9% | |
| FIT MOD CONSRV C COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $202K | 0.9% | |
| Fidelity Index 2045 Fund Investor Class; shares 5,800.997 | — | — | $6K | $150K | 0.7% | |
| Money market *Fidelity Government Money Market II | — | — | — | $145K | 0.6% | |
| Fidelity Index 2040 Fund Investor Class; shares 5,469.003 | — | — | $5K | $135K | 0.6% | |
| Fidelity Index 2055 Fund Investor Class; shares 4,519.533 | — | — | $5K | $97K | 0.4% | |
| JP Morgan Mid Cap Growth Fund Class R6; shares 1,755.803 | — | — | $2K | $91K | 0.4% | |
| Fidelity Index 2030 Fund Investor Class; shares 3,806.003 | — | — | $4K | $77K | 0.3% | |
| Fidelity Index 2035 Fund Investor Class; shares 3,258.789 | — | — | $3K | $76K | 0.3% | |
| Vanguard Short-Term Investment-Grade Adm; shares 6,496.935 | — | — | $6K | $67K | 0.3% | |
| Vanguard Small Cap Value Index Adm; shares 602.249 | — | — | — | $51K | 0.2% | |
| Vanguard Equity-Income Adm; shares 534.874 | — | — | — | $47K | 0.2% | |
| Goldman Sachs Goldman Sachs International R6; shares 2,341.029 | — | — | $2K | $46K | 0.2% | |
| Fidelity Index 2020 Fund Investor Class; shares 2,332.075 | — | — | $2K | $37K | 0.2% | |
| Prudential Global Total Return R6; shares 2,128.737 | — | — | $2K | $25K | 0.1% | |
| Fidelity Index 2050 Fund Investor Class; shares 826.056 | — | — | — | $21K | <0.1% | |
| Fidelity Index 2060 Fund Investor Class; shares 811.066 | — | — | — | $15K | <0.1% | |
| Fidelity Mid Cap Index Fund; shares 93.369 | — | — | — | $3K | <0.1% | |
| American Beacon Small Cap Growth Portfolio; shares 131.785 | Mutual Funds | — | — | $3K | <0.1% | |
| Self-directed brokerage account Brokerage Link | — | — | — | $3K | <0.1% | |
| Fidelity Index Income Fund Institutional Premium Class; shares 187.995 | — | — | — | $2K | <0.1% | |
| Fidelity Small Cap Index Fund; shares 50.397 | — | — | — | $1K | <0.1% | |
| Vanguard Mid Cap Value Index Adm; shares 16.273 | — | — | — | $1K | <0.1% | |
| Fidelity Index 2065 Fund Investor Class; shares 83.207 | — | — | — | $1K | <0.1% | |
| Fidelity Index 2015 Fund Investor Class; shares 78.766 | — | — | — | $1K | <0.1% | |
| Fidelity Index 2010 Fund Investor Class; shares 86.566 | — | — | — | $1K | <0.1% | |
| Janus Henderson Global Equity Income Fund; shares 177.470 | — | — | — | $1K | <0.1% | |
| Black Rock Black Rock Global BD K; shares 204.858 | — | — | — | $1K | <0.1% |