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Original filing (PDF)20250715090357NAL0001184387001
PRESBYTERIAN HEALTHCARE SERVICES
Form 5500
FILING_RECEIVED
PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN
403(b) retirement plan
Active participants
12,160
Accounts w/ balance
18,530
Plan assets (EOY)
$967.8M
Net assets (EOY)
$967.8M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESBYTERIAN HEALTHCARE SERVICES.
Plan sponsor
Name
PRESBYTERIAN HEALTHCARE SERVICES
EIN
85-0105601
Address
9521 SAN MATEO NE · ALBUQUERQUE, NM · 87113
Phone
(505) 923-8639
Industry
Health Care & Social Assistancesee all
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
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REDW LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2644778 | — | RECORDKEEPER | $143K | — |
Investments
30 direct securities· $968.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I | — | — | — | $81.6M | 8.4% | |
| T. Rowe Price Institutional Large Cap Core | — | — | — | $81.5M | 8.4% | |
| Vanguard Instl Trgt Retire 2035 Instl | — | — | — | $78.1M | 8.1% | |
| Vanguard Instl Trgt Retire 2030 Instl | — | — | — | $77.7M | 8.0% | |
| Vanguard Instl Trgt Retire 2045 Instl | — | — | — | $73.7M | 7.6% | |
| Vanguard Instl Trgt Retire 2040 Instl | — | — | — | $72.3M | 7.5% | |
| Vanguard Instl Trgt Retire 2050 Instl | — | — | — | $69.1M | 7.1% | |
| Vanguard Instl Trgt Retire 2025 Instl | — | — | — | $60.7M | 6.3% | |
| Vanguard Instl Trgt Retire 2055 Instl | — | — | — | $44.3M | 4.6% | |
| Vanguard Windsor II Admiral | — | — | — | $39.7M | 4.1% | |
| American Funds New Perspective R4 | — | — | — | $30.8M | 3.2% | |
| American Funds American Balanced R6 | — | — | — | $25.7M | 2.7% | |
| Vanguard Instl Trgt Retire 2020 Instl | — | — | — | $25.5M | 2.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $24.0M | 2.5% | |
| Fixed Interest Account 3.00% | — | — | — | $24.0M | 2.5% | |
| Vanguard Instl Trgt Retire 2060 Instl | — | — | — | $22.1M | 2.3% | |
| Fidelity Small Cap Value | — | — | — | $17.4M | 1.8% | |
| Participant loans | — | — | — | $16.4M | 1.7% | |
| Vanguard Instl Trgt Retire Inc Instl | — | — | — | $14.0M | 1.4% | |
| PIMCO Total Return Instl | — | — | — | $13.8M | 1.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral | — | — | — | $12.4M | 1.3% | |
| Invesco Small Cap Growth A | — | — | — | $12.3M | 1.3% | |
| Dodge & Cox International Stock | — | — | — | $11.6M | 1.2% | |
| Vanguard Extended Market Idx I | — | — | — | $8.8M | 0.9% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $8.7M | 0.9% | |
| Vanguard Instl Trgt Retire 2065 Instl | — | — | — | $7.6M | 0.8% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $6.7M | 0.7% | |
| Vanguard Total Intl Stock Index I | — | — | — | $6.4M | 0.7% | |
| PIMCO All Asset Fund Institutional Class | — | — | — | $1.3M | 0.1% | |
| Fidelity VIP Freedom 2055 Service CL 2 | — | — | — | $282K | <0.1% |