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Original filing (PDF)20250919130138NAL0003569010001
VALLEY CHILDREN'S HOSPITAL
Form 5500
FILING_RECEIVED
VALLEY CHILDREN'S HOSPITAL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
8 service providers
Active participants
3,806
Accounts w/ balance
4,419
Plan assets (EOY)
$611.8M
Net assets (EOY)
$611.8M
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)
91
/ 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
100
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 69% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY CHILDREN'S HOSPITAL.
Plan sponsor
Name
VALLEY CHILDREN'S HOSPITAL
EIN
94-1294954
Address
9300 VALLEY CHILDREN'S PLACE · MADERA, CA · 936368761
Phone
(559) 353-7036
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
2025-09-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $463K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | ADVISOR | $88K | — |
| HUB INVESTMENT PARTNERS LLC | 84-4758315 | — | INVESTMENT ADVISOR | $16K | — |
| PATHWAYS ADVISORY GROUP INC | 20-8811410 | — | INVESTMENT ADVISOR | $12K | — |
| REGENCY INVESTMENT ADVISORS | 77-0344391 | — | INVESTMENT ADVISOR | $11K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $3K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS, LLP | 91-0189318 | — | AUDITOR | $28K | — |
Investments
30 direct securities· $599.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| New York Life Insurance Company Guaranteed Interest Account | — | — | — | $52.0M | 8.5% | |
| Vanguard Target Retirement 2045 | — | — | — | $50.9M | 8.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $46.0M | 7.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $45.4M | 7.4% | |
| Vanguard Institutional Index | — | — | — | $42.3M | 6.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $39.4M | 6.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $37.6M | 6.1% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $34.8M | 5.7% | |
| Vanguard Target Retirement 2020 | — | — | — | $28.9M | 4.7% | |
| Vanguard Value Index I | — | — | — | $25.6M | 4.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $25.1M | 4.1% | |
| Nuveen Core Plus Bond R6 | — | — | — | $20.7M | 3.4% | |
| Vanguard Target Retirement 2055 | — | — | — | $18.0M | 2.9% | |
| Vanguard Total Bond Index I | — | — | — | $15.2M | 2.5% | |
| Dodge and Cox International Stock I | — | — | — | $13.3M | 2.2% | |
| Vanguard Mid Cap Index I | — | — | — | $13.0M | 2.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $12.3M | 2.0% | |
| Vanguard Small Cap Index I | — | — | — | $11.6M | 1.9% | |
| December 2039 0 | — | — | — | $11.5M | 1.9% | |
| Charles Schwab Institutional Personal Choice Retirement Account (Other Funds) | — | — | — | $9.8M | 1.6% | |
| Northern Small Cap Value | — | — | — | $9.2M | 1.5% | |
| Eagle Small Cap Growth R6 | — | — | — | $7.6M | 1.2% | |
| Vanguard Total Intl Stock Ind I | — | — | — | $7.3M | 1.2% | |
| T Rowe Price Real Estate Fund I | — | — | — | $6.5M | 1.1% | |
| DFA International Small Co I | — | — | — | $5.0M | 0.8% | |
| American Funds EuroPacific Growth R6 | — | — | — | $5.0M | 0.8% | |
| Vanguard Target Retirement Income | — | — | — | $5.0M | 0.8% | |
| Vanguard Target Retirement 2070 | — | — | — | $308K | <0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $223K | <0.1% | |
| Lincoln National Life Ins. Co. Group annuity contract-General Account | — | — | — | $128K | <0.1% |