Back to filter
Original filing (PDF)20251015174737NAL0007095152001
MOUNTAINLANDS COMMUNITY HEALTH CENTER
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN OF MOUNTAINLANDS COMMUNITY HEALTH CENTER
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
197
Accounts w/ balance
277
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNTAINLANDS COMMUNITY HEALTH CENTER.
Plan sponsor
Name
MOUNTAINLANDS COMMUNITY HEALTH CENTER
EIN
87-0515716
Address
589 SOUTH STATE STREET · PROVO, UT · 84606
Phone
(801) 429-2002
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
SQUIRE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT | 23-3038464 | — | CONTRACT ADMINISTRATOR | $57K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SQUIRE & COMPANY | 87-0343246 | — | AUDITOR | $9K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS | — | ST. GEORGE, UT | SERVICE PROVIDER | $14K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $3K | — |
| SOLTIS INVESTMENT ADVISORS, LLC | 27-3188744 | — | SERVICE PROVIDER | $0 | — |
Investments
35 direct securities· $15.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $2.5M | 16.7% | |
| Oakmark I Registered Investment Company | — | — | — | $1.4M | 9.0% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | — | — | — | $1.2M | 8.2% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $1.0M | 6.9% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $1.0M | 6.7% | |
| T. Rowe Price Blue Chip Growth Registered Investment Company | — | — | — | $978K | 6.5% | |
| Dodge & Cox Income I Registered Investment Company | — | — | — | $803K | 5.3% | |
| Pimco Income Instl Registered Investment Company | — | — | — | $661K | 4.4% | |
| Vangrd Em Mkts Stk Ind Fd Adm Registered Investment Company | — | — | — | $607K | 4.0% | |
| Grandeur Peak International Opps Inv Registered Investment Company | — | — | — | $563K | 3.7% | |
| Cohen & Steers Realty Shares Registered Investment Company | — | — | — | $511K | 3.4% | |
| Oakmark International I Registered Investment Company | — | — | — | $491K | 3.3% | |
| Fidelity Emerging Markets Registered Investment Company | — | — | — | $486K | 3.2% | |
| Vangaurd Small Cap Index Adm Registered Investment Company | — | — | — | $412K | 2.7% | |
| Artisan Mid Cap Investor Registered Investment Company | — | — | — | $390K | 2.6% | |
| MFS Mid Cap Value R4 Registered Investment Company | — | — | — | $360K | 2.4% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $290K | 1.9% | |
| Notes Receivable from Participants Interest rates between 4.25% and 9.50% - | — | — | — | $290K | 1.9% | |
| Fid Inf Prt Bd Idx Fd Registered Investment Company | — | — | — | $225K | 1.5% | |
| Wasatch Small Cap Growth Registered Investment Company | — | — | — | $181K | 1.2% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) Registered Investment Company | — | — | — | $153K | 1.0% | |
| Boston Partners Small Cap Value II I Registered Investment Company | — | — | — | $150K | 1.0% | |
| TRwPr Retrmt 2065 Fd -Inv Cl Registered Investment Company | — | — | — | $118K | 0.8% | |
| Inv Gold & Spec Min Fd Y Registered Investment Company | — | — | — | $93K | 0.6% | |
| Voya Fixed Account Group Annuity Contract | — | — | — | $88K | 0.6% | |
| TRwPr Retrmt 2040 Fd -Inv Cl Registered Investment Company | — | — | — | $87K | 0.6% | |
| TRwPr Retrmt 2060 Fd -Inv Cl Registered Investment Company | — | — | — | $81K | 0.5% | |
| William Blair International Growth N Registered Investment Company | — | — | — | $76K | 0.5% | |
| TRwPr Retrmt 2055 Fd -Inv Cl Registered Investment Company | — | — | — | $50K | 0.3% | |
| TRwPr Retrmt 2050 Fd -Inv Cl Registered Investment Company | — | — | — | $22K | 0.1% | |
| TRwPr Retrmt 2035 Fd -Inv Cl Registered Investment Company | — | — | — | $19K | 0.1% | |
| TRwPr Retrmt 2045 Fd -Inv Cl Registered Investment Company | — | — | — | $8K | <0.1% | |
| TRwPr Retrmt 2030 Fd -Inv Cl Registered Investment Company | — | — | — | $7K | <0.1% | |
| TRwPr Retrmt 2015 Fd -Inv Cl Registered Investment Company | — | — | — | $2K | <0.1% | |
| TRwPr Retrmt 2020 Fd -Inv Cl Registered Investment Company | — | — | — | $2K | <0.1% |