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Original filing (PDF)20250919140059NAL0005533826001
MOUNTAIN VIEW HOSPITAL LLC
Form 5500
FILING_RECEIVED
MOUNTAIN VIEW HOSPITAL LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~78 bps in Sched C fees
Active participants
2,200
Accounts w/ balance
1,587
Plan assets (EOY)
$70.2M
Net assets (EOY)
$70.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
34 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 78 bps in Schedule C fees — 390% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNTAIN VIEW HOSPITAL LLC.
Plan sponsor
Name
MOUNTAIN VIEW HOSPITAL LLC
EIN
82-0516012
Address
2325 CORONADO ST. · IDAHO FALLS, ID · 83404
Phone
(208) 557-2700
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
2025-09-19
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $341K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO L P | 43-0345811 | ST LOUIS, MO | INVESTMENT ADVISOR | $126K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PENSION SERVICES | 82-0433443 | BOISE, ID | CONTRACT ADMINISTRATOR | $84K | — |
Investments
22 direct securities · 12 pooled funds· $69.3M(99% 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
$60.0M
12 holdings
Uncategorized
$9.3M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMER FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $11.7M | 16.7% | |
| GREAT GRAY TRUST AMER FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $10.7M | 15.2% | |
| GREAT GRAY TRUST AMER FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $9.0M | 12.8% | |
| GREAT GRAY TRUST AMER FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $9.0M | 12.8% | |
| GREAT GRAY TRUST AMER FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $6.4M | 9.1% | |
| GREAT GRAY TRUST AMER FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $5.5M | 7.9% | |
| GREAT GRAY TRUST AMER FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $3.4M | 4.8% | |
| GREAT GRAY TRUST AMER FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $3.1M | 4.4% | |
| American Funds Growth Fund R6 Mutual Funds | — | — | — | $1.9M | 2.7% | |
| Ishares S&P 500 Index K Mutual Funds | — | — | — | $1.4M | 2.0% | |
| GREAT GRAY TRUST AMER FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $1.0M | 1.4% | |
| General Account Insurance Contracts | — | — | — | $796K | 1.1% | |
| JPMorgan Mid Cap Growth RK Mutual Funds | — | — | — | $745K | 1.1% | |
| American Funds American Balanced R6 Mutual Funds | — | — | — | $709K | 1.0% | |
| Fidelity Large Cap Growth Index Mutual Funds | — | — | — | $691K | 1.0% | |
| Principal Midcap S^P 400 Index Mutual Funds | — | — | — | $451K | 0.6% | |
| American Funds Fundamental Investors R6 Mutual Funds | — | — | — | $416K | 0.6% | |
| American Century Small Cap Growth R6 Mutual Funds | — | — | — | $376K | 0.5% | |
| Ishares MSCI EAFE International Index K Mutual Funds | — | — | — | $335K | 0.5% | |
| American Funds Washington Mutual R6 Mutual Funds | — | — | — | $277K | 0.4% | |
| American Funds Bond Fund R6 Mutual Funds | — | — | — | $245K | 0.3% | |
| BNY Mellon Small Cap Stock Index Mutual Funds | — | — | — | $213K | 0.3% | |
| GREAT GRAY TRUST AMER FUNDS 2065 I GREAT GRAY · EIN 38-4126290 / PN 777 | Common Collective Trust | — | — | $200K | 0.3% | |
| Allspring Special Small Cap Value R6 Mutual Funds | — | — | — | $171K | 0.2% | |
| Pimco Income Instl Mutual Funds | — | — | — | $130K | 0.2% | |
| American Funds Capital World Mutual Funds | — | — | — | $94K | 0.1% | |
| American Funds Europacific GR R6 Mutual Funds | — | — | — | $85K | 0.1% | |
| MassMutual INF- PROT and Inc I Mutual Funds | — | — | — | $73K | 0.1% | |
| Janus Henderson Contrarian Mutual Funds | — | — | — | $71K | 0.1% | |
| Templeton Global Bond R6 Mutual Funds | — | — | — | $67K | <0.1% | |
| GREAT GRAY TRUST AMER FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $62K | <0.1% | |
| AllSpring Special Small Cap Value R6 Mutual Funds | — | — | — | $61K | <0.1% | |
| Invesco Small Cap Equity R6 Mutual Funds | — | — | — | $41K | <0.1% | |
| GREAT GRAY TRUST AMER FUNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $15K | <0.1% |