Original filing (PDF)20250924171729NAL0008418464001

SOUTH LYON MEDICAL CENTER, INC.

Name: SOUTH LYON MEDICAL CENTER, INC. — SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: SOUTH LYON MEDICAL CENTER, INC.

Form 5500

FILING_RECEIVED

SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

148

Accounts w/ balance

178

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH LYON MEDICAL CENTER, INC..

Plan sponsor

Name

SOUTH LYON MEDICAL CENTER, INC.

EIN

88-0256932

Address

P.O. BOX 940 · YERINGTON, NV · 894470940

Phone

(775) 463-6405

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

22 direct securities· $5.0M(97% of reported assets)

					% of plan
Vanguard Target Retirement 2025 Inv Mutual Fund	Other securities	—	—	$811K	15.9%
Vanguard Target Retirement 2030 Inv Mutual Fund	Other securities	—	—	$793K	15.6%
Vanguard Target Retirement 2045 Inv Mutual Fund	Other securities	—	—	$616K	12.1%
Vanguard Target Retirement 2040 Inv Mutual Fund	Other securities	—	—	$605K	11.9%
Vanguard Target Retirement 2020 Inv Mutual Fund	Other securities	—	—	$529K	10.4%
Vanguard Target Retirement 2050 Inv Mutual Fund	Other securities	—	—	$358K	7.0%
Vanguard Target Retirement 2035 Inv Mutual Fund	Other securities	—	—	$228K	4.5%
Vanguard Target Retirement 2055 Inv Mutual Fund	Other securities	—	—	$217K	4.3%
Vanguard Target Retirement 2060 Inv Mutual Fund	Other securities	—	—	$148K	2.9%
Vanguard Growth Index Admiral Mutual Fund	Other securities	—	—	$142K	2.8%
Vanguard Target Retirement Income Inv Mutual Fund	Other securities	—	—	$115K	2.3%
Vanguard Mid-Cap Value Index Admiral Mutual Fund	Other securities	—	—	$101K	2.0%
Vanguard 500 Index Admiral Mutual Fund	Other securities	—	—	$90K	1.8%
Vanguard Small Cap Index Adm Mutual Fund	Other securities	—	—	$73K	1.4%
DFA International Core Equity I Mutual Fund	Other securities	—	—	$42K	0.8%
Vanguard Wellesley Income Admiral Mutual Fund	Other securities	—	—	$36K	0.7%
DFA US Large Cap Value I Mutual Fund	Other securities	—	—	$27K	0.5%
AC Small-cap Growth R6 Mutual Fund	Other securities	—	—	$9K	0.2%
Baird Core Plus Bond Inst Mutual Fund	Other securities	—	—	$6K	0.1%
DFA Inflation-Protected Securities I Mutual Fund	Other securities	—	—	$6K	0.1%
Vanguard Target Retirement 2065 Inv Mutual Fund	Other securities	—	—	$3K	<0.1%
Vanguard Target Retirement 2070 Inv Mutual Fund	Other securities	—	—	$2K	<0.1%