Original filing (PDF)20251015091657NAL0002071555001

DESOTO HOSPITAL ASSOCIATION, INC. DBA DESOTO REGIONAL HOSPITAL

Name: DESOTO HOSPITAL ASSOCIATION, INC. DBA DESOTO REGIONAL HOSPITAL — DESOTO REGIONAL HOSPITAL 403B PLAN, Form 5500 (2024)
Creator: DESOTO HOSPITAL ASSOCIATION, INC. DBA DESOTO REGIONAL HOSPITAL

Form 5500

FILING_RECEIVED

DESOTO REGIONAL HOSPITAL 403B PLAN

403(b) retirement plan

Signals · 2

No ERISA fidelity bondNo recordkeeper disclosed

Active participants

237

Accounts w/ balance

167

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

How this plan invests

This plan

27 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No ERISA fidelity bond reported.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).
Bottom-decile employer contributions per participant (8th percentile).

Helping the score

Below-peer total plan cost (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DESOTO HOSPITAL ASSOCIATION, INC. DBA DESOTO REGIONAL HOSPITAL.

Plan sponsor

Name

DESOTO HOSPITAL ASSOCIATION, INC. DBA DESOTO REGIONAL HOSPITAL

EIN

72-0500565

Address

207 JEFFERSON · MANSFIELD, LA · 710522603

Phone

(318) 872-4610

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

DESOTO HOSPITAL ASSOCIATION, INC. DBA DESOTO REGIONAL HOSPITAL

EIN

72-0500565

City

MANSFIELD, LA

Phone

(318) 872-4610

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

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

TMCE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEON E. WERNTZ & ASSOCIATES, INC.	72-0684309	SHREVEPORT, LA	THIRD PARTY ADMINISTRATO	$0	—

Investments

27 direct securities· $10.2M(100% of reported assets)

Other securities

$10.1M

26 holdings

Cash / Money Market

$85K

1 holding

					% of plan
American Funds Growth Fund of America	Other securities	—	—	$2.3M	22.4%
American Funds Washington Mutual Investors Fund	Other securities	—	—	$1.3M	12.8%
American Funds New Perspective Fund	Other securities	—	—	$1.1M	10.8%
Registered investment companies * American Funds AMCAP Fund	Other securities	—	—	$1.0M	10.2%
American Funds Fundamental Investors	Other securities	—	—	$709K	6.9%
American Funds American Balanced Fund	Other securities	—	—	$592K	5.8%
American Funds Capital World Grow th & Income Fund	Other securities	—	—	$433K	4.2%
American Funds The Income Fund of America	Other securities	—	—	$363K	3.5%
American Funds Target Date Retirement 2030	Other securities	—	—	$326K	3.2%
American Funds Target Date Retirement 2050	Other securities	—	—	$317K	3.1%
American Funds Target Date Retirement 2025	Other securities	—	—	$303K	3.0%
American Funds The Investment Company of America	Other securities	—	—	$273K	2.7%
American Funds Target Date Retirement 2045	Other securities	—	—	$210K	2.0%
American Funds The Bond Fund of America R4	Other securities	—	—	$155K	1.5%
American Funds Europacific Grow th Fund	Other securities	—	—	$148K	1.4%
American Funds Smallcap World Fund	Other securities	—	—	$124K	1.2%
American Funds Target Date Retirement 2035	Other securities	—	—	$100K	1.0%
American Funds Target Date Retirement 2055	Other securities	—	—	$94K	0.9%
American Funds Money Market Fund	Cash / Money Market	—	—	$85K	0.8%
American Funds Capital Income Builder	Other securities	—	—	$68K	0.7%
American Funds Target Date Retirement 2040	Other securities	—	—	$65K	0.6%
American Funds Target Date Retirement 2015 ** 321 * American Funds Target Date Retirement 2020	Other securities	—	—	$43K	0.4%
American Funds Target Date 2065	Other securities	—	—	$28K	0.3%
American Funds Capital World Bond Fund	Other securities	—	—	$22K	0.2%
American Funds Target Date Retirement 2060	Other securities	—	—	$13K	0.1%
American Funds Intermediate Bond Fund	Other securities	—	—	$6K	<0.1%
American Funds International Grow th Fund	Other securities	—	—	$1K	<0.1%