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Original filing (PDF)20251010085841NAL0007837105001
WILLIS-KNIGHTON MEDICAL CENTER
Form 5500
FILING_RECEIVED
WILLIS-KNIGHTON HEALTH SYSTEM 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,746
Accounts w/ balance
3,176
Plan assets (EOY)
$152.4M
Net assets (EOY)
$152.4M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 20 bps in Schedule C fees — 100% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Only 41% 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 WILLIS-KNIGHTON MEDICAL CENTER.
Plan sponsor
Name
WILLIS-KNIGHTON MEDICAL CENTER
EIN
72-0400933
Address
2600 GREENWOOD ROAD · SHREVEPORT, LA · 71103
Phone
(318) 212-4000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $305K | — |
Investments
16 direct securities· $152.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Inst Plus | — | — | — | $29.0M | 19.0% | |
| Vanguard Developed Market Index - Admiral Class | — | — | — | $19.2M | 12.6% | |
| Vanguard Total Bond Market Index - Admiral Class | — | — | — | $15.6M | 10.2% | |
| The Variable Annuity Life Insurance Company Fixed Interest Option | — | — | — | $12.9M | 8.5% | |
| Vanguard 500 Index - Admiral Class | — | — | — | $10.8M | 7.1% | |
| American Funds American Growth Fund of America R6 | — | — | — | $10.2M | 6.7% | |
| American Funds Wash Mutual R6 | — | — | — | $10.2M | 6.7% | |
| Vanguard Mid-Cap Index - Admiral Class | — | — | — | $9.6M | 6.3% | |
| Dimensional Fund Advisors Inflation Protected Sec - Institutional Class | — | — | — | $8.2M | 5.4% | |
| Western Asset Core Plus Bond - Class IS | — | — | — | $6.2M | 4.1% | |
| Vanguard Emerging Market Index - Admiral Class | — | — | — | $6.2M | 4.1% | |
| Fidelity Small Cap Index | — | — | — | $4.4M | 2.9% | |
| Dimensional Fund Advisors US Targeted Value - Institutional Class | — | — | — | $3.3M | 2.2% | |
| Janus Henderson Triton N | — | — | — | $3.1M | 2.0% | |
| Vanguard Balanced Index - Admiral Class | — | — | — | $2.1M | 1.4% | |
| Notes receivable from participants Maturing 2025 to 2032 5.25% - 10.50% - | — | — | — | $1.1M | 0.7% |