Original filing (PDF)20250814150331NAL0009221251001

MID-COLUMBIA MEDICAL CENTER

Name: MID-COLUMBIA MEDICAL CENTER — MID-COLUMBIA MEDICAL CENTER DEFERRED COMPENSATION PLAN, Form 5500 (2024)
Creator: MID-COLUMBIA MEDICAL CENTER

Form 5500

FILING_RECEIVED

MID-COLUMBIA MEDICAL CENTER DEFERRED COMPENSATION PLAN

401(k) retirement plan

Signals · 3

Late filing · 0.1 mo86% in single holding~13682 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID-COLUMBIA MEDICAL CENTER.

Plan sponsor

Name

MID-COLUMBIA MEDICAL CENTER

EIN

93-0386936

Address

1700 E 19TH ST · THE DALLES, OR · 97058

Phone

(541) 296-1111

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

2024-09-26

Filed

2025-08-14

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)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$76K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HUMAN INVESTING	74-3130983	—	ADVISOR	$16K	—

Investments

2 direct securities· $68K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Fidelity BrokerageLink - Fidelity Funds Self-directed brokerage accounts	—	—	—	$58K	85.6%
	Fidelity BrokerageLink - Other Interest bearing cash	—	—	—	$10K	14.4%