Original filing (PDF)20250917122955NAL0000353393001

MOSES LAKE COMMUNITY HEALTH CENTER

Name: MOSES LAKE COMMUNITY HEALTH CENTER — MOSES LAKE COMMUNITY HEALTH CENTER 401(K) PLAN, Form 5500 (2024)
Creator: MOSES LAKE COMMUNITY HEALTH CENTER

Form 5500

FILING_RECEIVED

MOSES LAKE COMMUNITY HEALTH CENTER 401(K) PLAN

401(k) retirement plan

Active participants

337

Accounts w/ balance

314

Plan assets (EOY)

$27.0M

Net assets (EOY)

$27.0M

How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSES LAKE COMMUNITY HEALTH CENTER.

Plan sponsor

Name

MOSES LAKE COMMUNITY HEALTH CENTER

EIN

91-1537371

Address

605 COOLIDGE DR · MOSES LAKE, WA · 98837

Phone

(509) 765-0674

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

MOSES LAKE COMMUNITY HEALTH CENTER

EIN

91-1537371

City

MOSES LAKE, WA

Phone

(509) 765-0674

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
MATRIX TRUST	75-3182674	—	CUSTODIAN	$8K	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWEST PLAN SERVICES	91-2090931	MILL CREEK, WA	RECORDKEEPER	$35K	—

Advisor / Consultant

Investments

43 direct securities· $27.0M(100% of reported assets)

Other securities

$26.1M

40 holdings

Cash / Money Market

$541K

1 holding

Bonds / Notes

$382K

2 holdings

					% of plan
Vanguard 500 Index Fund Mutual Fund	Other securities	—	—	$4.1M	15.1%
Vanguard Wellesley Income Fund Mutual Fund	Other securities	—	—	$2.9M	10.9%
Vanguard LifeStrategy Growth Fund Mutual Fund	Other securities	—	—	$2.4M	8.9%
Neuberger Berman Large Cap Growth Fund Mutual Fund	Other securities	—	—	$2.0M	7.5%
Columbia Global Technology Growth Fund Mutual Fund	Other securities	—	—	$2.0M	7.5%
BlackRock Equity Dividend Fund Mutual Fund	Other securities	—	—	$1.5M	5.4%
Vanguard LifeStrategy Moderate Growth Fund Mutual Fund	Other securities	—	—	$1.4M	5.3%
T. Rowe Price Global Stock Fund Mutual Fund	Other securities	—	—	$1.0M	3.8%
Vanguard Mid Cap Value Index Fund Mutual Fund	Other securities	—	—	$923K	3.4%
Vanguard LifeStrategy Conservative Growth Fund Mutual Fund	Other securities	—	—	$821K	3.0%
Vanguard Mid Cap Growth Index Fund Mutual Fund	Other securities	—	—	$787K	2.9%
Calvert Short Duration Mutual Fund	Other securities	—	—	$678K	2.5%
Date, Rate of Interest, Collateral, Par, or Maturity Cost Value JPMorgan Retirement Cash Account Money Market Account	Cash / Money Market	—	—	$541K	2.0%
T. Rowe Price Health Sciences Fund Mutual Fund	Other securities	—	—	$484K	1.8%
Jensen Quality Growth Mutual Fund	Other securities	—	—	$473K	1.8%
Vanguard Mid Cap Index Fund Mutual Fund	Other securities	—	—	$464K	1.7%
Vanguard Small Cap Value Index Fund Mutual Fund	Other securities	—	—	$394K	1.5%
Participant loans Rates from 3.25% - 8.50% - 0 -	Bonds / Notes	—	—	$366K	1.4%
Dodge & Cox Global Stock Fund Mutual Fund	Other securities	—	—	$360K	1.3%
American Funds EuroPacific Growth Fund Mutual Fund	Other securities	—	—	$359K	1.3%
Vanguard Small Cap Index Fund Mutual Fund	Other securities	—	—	$314K	1.2%
Vanguard Small Cap Growth Index Fund Mutual Fund	Other securities	—	—	$312K	1.2%
Vanguard Total International Stock Index Fund Mutual Fund	Other securities	—	—	$274K	1.0%
PIMCO Total Return Fund Mutual Fund	Other securities	—	—	$264K	1.0%
Principal Real Estate Securities Fund Mutual Fund	Other securities	—	—	$262K	1.0%
DFA Inflation-Protected Securities Mutual Fund	Other securities	—	—	$214K	0.8%
American Funds U.S. Government Securities Fund Mutual Fund	Other securities	—	—	$208K	0.8%
BNY Mellon Natural Resources Fund Mutual Fund	Other securities	—	—	$185K	0.7%
Vanguard Target Retirement 2055 Fund Mutual Fund	Other securities	—	—	$167K	0.6%
Vanguard LifeStrategy Income Fund Mutual Fund	Other securities	—	—	$129K	0.5%
Vanguard Total Bond Market Index Fund Mutual Fund	Other securities	—	—	$128K	0.5%
Vanguard Target Retirement 2035 Fund Mutual Fund	Other securities	—	—	$124K	0.5%
Vanguard Target Retirement 2050 Fund Mutual Fund	Other securities	—	—	$70K	0.3%
Vanguard Target Retirement 2060 Fund Mutual Fund	Other securities	—	—	$68K	0.3%
Franklin Utilities Fund Mutual Fund	Other securities	—	—	$52K	0.2%
Vanguard Target Retirement 2070 Fund Mutual Fund	Other securities	—	—	$42K	0.2%
Vanguard Target Retirement 2030 Fund Mutual Fund	Other securities	—	—	$37K	0.1%
Vanguard Target Retirement 2065 Fund Mutual Fund	Other securities	—	—	$29K	0.1%
Vanguard Target Retirement 2045 Fund Mutual Fund	Other securities	—	—	$27K	<0.1%
Vanguard Target Retirement 2040 Fund Mutual Fund	Other securities	—	—	$26K	<0.1%
Virtus Seix Floating Rate High Income Fund Mutual Fund	Bonds / Notes	—	—	$16K	<0.1%
Vanguard Target Retirement Income Fund Mutual Fund	Other securities	—	—	$5K	<0.1%
Vanguard Target Retirement 2025 Fund Mutual Fund	Other securities	—	—	$4K	<0.1%