Original filing (PDF)20251015113139NAL0008985858001

Houston Healthcare

Name: Houston Healthcare — Houston Hospitals, Inc., Form 5500 (2024)
Creator: Houston Healthcare
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Houston Hospitals, Inc. Participatory Retirement Plan

403(b) retirement plan · Houston Healthcare's Houston Hospitals, Inc. Participatory Retirement Plan held $124.0M in plan assets for 2,427 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

2,427

Accounts w/ balance

2,465

Plan assets (EOY)

$124.0M

Net assets (EOY)

$124.0M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOUSTON HEALTHCARE.

Plan sponsor

Name

HOUSTON HEALTHCARE

EIN

71-1045290all filings

Address

1601 WATSON BOULEVARD · WARNER ROBINS, GA · 31093

Phone

(478) 975-5451

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$128K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO., INC.	94-1737782	—	SECURITIES BROKER	$350	—
NATIONAL FINANCIAL SERVICES

Investments

37 direct securities· $121.5M(98% of reported assets)

Other securities

$55.8M

21 holdings

Mutual Funds

$55.1M

12 holdings

Stable Value

$9.9M

2 holdings

Bonds / Notes

$489K

1 holding

Self-Directed Brokerage

$238K

1 holding

					% of plan
Vanguard Value Index Instl Mutual fund	Mutual Funds	—	—	$13.6M	11.0%
Vanguard Growth Index Adm Mutual fund	Mutual Funds	—	—	$13.1M	10.5%
Lincoln Stable Value Separate Account Guaranteed insurance account	Stable Value	—	—	$9.7M	7.8%
T. Rowe Price Retirement 2055 Mutual fund	Other securities	—	—	$7.7M	6.2%
Columbia Contrarian Core Inst3 Mutual fund	Other securities	—	—	$6.5M	5.3%
Vanguard Total International Stock Index Adm Mutual fund	Mutual Funds	—	—	$6.5M	5.3%
T. Rowe Price Retirement 2050 Mutual fund	Other securities	—	—	$6.5M	5.2%
PIMCO Total Return Instl Mutual fund	Mutual Funds	—	—	$5.9M	4.8%
Western Asset Core Plus Bond Instl I Mutual fund	Other securities	—	—	$5.2M	4.2%
T. Rowe Price Retirement 2045 Mutual fund	Other securities	—	—	$4.8M	3.9%
T. Rowe Price Retirement 2035 Mutual fund	Other securities	—	—	$4.1M	3.3%
Loomis Sayles Growth N Mutual fund	Other securities	—	—	$3.9M	3.1%
T. Rowe Price Retirement 2030 Mutual fund	Other securities	—	—	$3.4M	2.8%
Vanguard Small Cap Value Index Adm Mutual fund	Mutual Funds	—	—	$3.3M	2.6%
Parametric International Equity R6 Mutual fund	Other securities	—	—	$3.2M	2.6%
T. Rowe Price Retirement 2040 Mutual fund	Other securities	—	—	$3.0M	2.5%
Vanguard Mid-Cap Value Index Adm Mutual fund	Mutual Funds	—	—	$2.8M	2.3%
Vanguard Mid-Cap Growth Index Adm Mutual fund	Mutual Funds	—	—	$2.5M	2.0%
Vanguard Small Cap Growth Index Adm Mutual fund	Mutual Funds	—	—	$2.5M	2.0%
T. Rowe Price Retirement 2025 Mutual fund	Other securities	—	—	$2.2M	1.8%
Invesco Emerging Markets All Cap R5 Mutual fund	Mutual Funds	—	—	$2.1M	1.7%
North Star Small Cap Value Inst Mutual fund	Other securities	—	—	$1.6M	1.3%
Vanguard REIT Index Adm Mutual fund	Mutual Funds	—	—	$1.3M	1.0%
JPMorgan Small Cap Growth R6 Mutual fund	Other securities	—	—	$1.2M	0.9%
Virtus Ceredex Mid-Cap Value Equity I Mutual fund	Other securities	—	—	$1.1M	0.9%
MFS Mid-Cap Growth R6 Mutual fund	Mutual Funds	—	—	$872K	0.7%
T. Rowe Price Retirement 2020 Mutual fund	Other securities	—	—	$751K	0.6%
MFS Global Real Estate Fund R6 Mutual fund	Mutual Funds	—	—	$656K	0.5%
9.50%; various maturity dates	Bonds / Notes	—	—	$489K	0.4%
T. Rowe Price Retirement 2060 Mutual fund	Other securities	—	—	$354K	0.3%
Charles Schwab Instl Self-directed investments	Self-Directed Brokerage	—	—	$238K	0.2%
Transamerica Stable Value Option Stable value option	Stable Value	—	—	$145K	0.1%
T. Rowe Price Retirement Balanced Mutual fund	Other securities	—	—	$136K	0.1%
T. Rowe Price Retirement 2065 Mutual fund	Other securities	—	—	$70K	<0.1%
T. Rowe Price Retirement 2015 Mutual fund	Other securities	—	—	$43K	<0.1%
T. Rowe Price Retirement 2010 Mutual fund	Other securities	—	—	$13K	<0.1%
T. Rowe Price Retirement 2005 Mutual fund	Other securities	—	—	$9K	<0.1%