How big is Fairchild Medical Center's plan?

Fairchild Medical Center's plan reported $51.4M in assets and 580 participants for 2024.

Original filing (PDF)20251010183305NAL0004459779001

Fairchild Medical Center

Name: Fairchild Medical Center — Retirement Accumulation, Form 5500 (2024)
Creator: Fairchild Medical Center
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Retirement Accumulation Plan for Fairchild Medical Center

403(b) retirement plan · Fairchild Medical Center's Retirement Accumulation Plan for Fairchild Medical Center held $51.4M in plan assets for 580 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

33% in single holdingCorrective distributions issued

Active participants

580

Accounts w/ balance

491

Plan assets (EOY)

$51.4M

Net assets (EOY)

$51.4M

People on this filing

Joann Sarmento signed Fairchild Medical Center's 2024 Form 5500 as plan administrator.

Joann Sarmento — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fairchild Medical Center's EIN is 94-1623075.

EIN 94-1623075

Plan number 004

Plan year 2024

ACK ID 20251010183305NAL0004459779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fairchild Medical Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fairchild Medical Center's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

71 securities

funds · stocks · CUSIPs

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

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

FAIRCHILD MEDICAL CENTER

EIN

all filings

Address

444 BRUCE ST · YREKA, CA · 960973450

Phone

(530) 842-4121

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$40K	—

Investments

71 direct securities· $50.8M(99% of reported assets)

Other securities

$28.6M

36 holdings

Mutual Funds

$14.1M

27 holdings

Common Collective Trusts

$4.4M

3 holdings

Stable Value

$2.2M

1 holding

Common Stocks

$500K

1 holding

Participant loans

$486K

1 holding

U.S. Treasuries

$451K

1 holding

Bonds / Notes

$52K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$7.0M Vanguard$4.9M Fidelity$3.4M T. Rowe Price$2.1M American Century$1.0M BlackRock / iShares$870K State Street / SPDR$810K Dimensional / DFA$658K Neuberger Berman

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					% of plan
Lincoln Fixed Account	Other securities	—	—	$17.0M	33.1%
American Funds Growth	Mutual Funds	—	—	$3.7M	7.2%
Vanguard 500 Index Admiral Shares	Common Collective Trusts	—	—	$2.6M	5.0%
Lincoln Stable Value Account	Stable Value	—	—	$2.2M	4.3%
Fidelity VIP Contrafund	Mutual Funds	—	—	$2.2M	4.2%
Baird Aggregate Bond Class Institutional	Other securities	—	—	$1.5M	2.9%
Vanguard Developed Markets Index Fund	Common Collective Trusts	—	—	$1.1M	2.1%
American Funds Growth Income	Mutual Funds	—	—	$1.1M	2.0%
American Century Mid Cap Value Fund	Other securities	—	—	$1.0M	2.0%
American Funds Washington Mutual	Mutual Funds	—	—	$1.0M	2.0%
LVIP Baron Growth Opportunites	Other securities	—	—	$988K	1.9%
LVIP T. Rowe Price Structured Mid-Cap Growth	Other securities	—	—	$893K	1.7%
LVIP Macquarie Mid Cap Value Fund	Other securities	—	—	$811K	1.6%
LVIP SSGA S&P 500 Index	Common Collective Trusts	—	—	$732K	1.4%
Macquarie Small Cap Value	Other securities	—	—	$721K	1.4%
Vanguard International Value Investor	Mutual Funds	—	—	$718K	1.4%
T Rowe Price Dividend Growth Fund	Mutual Funds	—	—	$698K	1.4%
LVIP Macquarie Value Series	Other securities	—	—	$686K	1.3%
LVIP Dimensional U.S. Core Equity 1	Mutual Funds	—	—	$658K	1.3%
Fidelity VIP Growth	Mutual Funds	—	—	$609K	1.2%
Neuberger Berman Mid Cap Growth Fund	Other securities	—	—	$595K	1.2%
Macquarie Small Cap Value	Other securities	—	—	$552K	1.1%
LVIP Macquarie Smid Cap Core Series	Other securities	—	—	$529K	1.0%
LVIP Macquarie U.S. Reit Fund	Common Stocks	—	—	$500K	1.0%
Participant Loans	Participant loans	—	$0	$486K	0.9%
LVIP Macquarie Social Awareness	Other securities	—	—	$479K	0.9%
Vanguard REIT Index Admiral Shares	Mutual Funds	—	—	$470K	0.9%
American Funds New Perspective Class R6	Mutual Funds	—	—	$463K	0.9%
Blackrock Inflation Protect Bond Instl	U.S. Treasuries	—	—	$451K	0.9%
LVIP Mondrian International Value	Other securities	—	—	$440K	0.9%
Eaton Vance Income Fund of Boston	Other securities	—	—	$367K	0.7%
American Funds International	Mutual Funds	—	—	$344K	0.7%
MFS Utilities	Mutual Funds	—	—	$335K	0.7%
LVIP Blended Large Cap Growth Managed Volatility	Other securities	—	—	$288K	0.6%
MFS New Discovery	Mutual Funds	—	—	$271K	0.5%
LVIP T Rowe Price 2050	Mutual Funds	—	—	$247K	0.5%
Pimco Income	Mutual Funds	—	—	$246K	0.5%
American Funds New World Class R6	Mutual Funds	—	—	$216K	0.4%
American Funds Global Growth	Mutual Funds	—	—	$199K	0.4%
Pimco Commodity Real Return Strategy	Mutual Funds	—	—	$192K	0.4%
Blackrock Global Alloc I	Other securities	—	—	$184K	0.4%
LVIP Global Moderate Allocation Managed Risk	Other securities	—	—	$175K	0.3%
LVIP Global Growth Allocation Managed Risk	Other securities	—	—	$172K	0.3%
LVIP T. Rowe Price Mid Cap Growth	Other securities	—	—	$166K	0.3%
LVIP Macquarie Diversified Income	Other securities	—	—	$148K	0.3%
Invesco Oppenheimer International Growth	Mutual Funds	—	—	$146K	0.3%
LVIP Blackrock Dividend Value Managed Volatility	Other securities	—	—	$130K	0.3%
LVIP T Rowe Price 2030	Mutual Funds	—	—	$118K	0.2%
LVIP Global Conservative Allocation Managed Risk	Other securities	—	—	$116K	0.2%
Federated Government Ultrashort Dur Instl	Other securities	—	—	$100K	0.2%

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