Original filing (PDF)20251015153448NAL0002677299001

MAD River Community Hospital

Name: MAD River Community Hospital — MAD River Community, Form 5500 (2024)
Creator: MAD River Community Hospital
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MAD River Community Hospital 401(k) Plan

401(k) retirement plan · MAD River Community Hospital's MAD River Community Hospital 401(k) Plan held $14.1M in plan assets for 393 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 2

76% employer stockCorrective distributions issued

Active participants

393

Accounts w/ balance

210

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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 (6th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAD RIVER COMMUNITY HOSPITAL.

Plan sponsor

Name

MAD RIVER COMMUNITY HOSPITAL

EIN

94-1698406all filings

Address

P.O. BOX 1115 · ARCATA, CA · 95518

Phone

(707) 825-4936

Industry

Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

FARBER HASS HURLEY LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KINGSVIEW WEALTH MANAGEMENT LLC	—	GRANTS PASS, OR	INVESTMENT ADVISOR	$48K	—

Investments

27 direct securities · 1 pooled fund· $14.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Stocks

$10.8M

23 holdings

Common Collective Trust

$2.4M

1 holding

Mutual Funds

$923K

3 holdings

Bonds / Notes

$47K

1 holding

					% of plan
INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$2.4M	16.7%
Capital Bank and Trust Co. AF Washington Mutual Fund R5	Common Stocks	—	—	$1.7M	11.9%
Capital Bank and Trust Co. AF Invest Co of America R5	Common Stocks	—	—	$1.5M	10.8%
Capital Bank and Trust Co. AF Growth Fund of America R5	Common Stocks	—	—	$1.4M	9.7%
Capital Bank and Trust Co. AF 2035 Target Date Fund R5	Common Stocks	—	—	$1.1M	7.8%
Capital Bank and Trust Co. AF Capital World Gr & Inc R5	Common Stocks	—	—	$592K	4.2%
Capital Bank and Trust Co. AF Income Fund of America R5	Common Stocks	—	—	$572K	4.0%
Capital Bank and Trust Co. AF 2040 Target Date Fund R5	Common Stocks	—	—	$534K	3.8%
Capital Bank and Trust Co. Invesco Value Opportunities Y	Mutual Funds	—	—	$513K	3.6%
Capital Bank and Trust Co. AF 2045 Target Date Fund R5	Common Stocks	—	—	$461K	3.3%
Capital Bank and Trust Co. AF American Balanced Fund R5	Common Stocks	—	—	$381K	2.7%
Capital Bank and Trust Co. AF 2055 Target Date Fund R5	Common Stocks	—	—	$364K	2.6%
Capital Bank and Trust Co. Franklin Small Cap Growth Adv	Mutual Funds	—	—	$352K	2.5%
Capital Bank and Trust Co. AF Global Balanced Fund R5	Common Stocks	—	—	$330K	2.3%
Capital Bank and Trust Co. AF 2025 Target Date Fund R5	Common Stocks	—	—	$266K	1.9%
Investments - * Capital Bank and Trust Co. AF EuroPacific Growth Fund R5	Common Stocks	—	—	$258K	1.8%
Capital Bank and Trust Co. AF 2030 Target Date Fund R5	Common Stocks	—	—	$239K	1.7%
Capital Bank and Trust Co. AF 2020 Target Date Fund R5	Common Stocks	—	—	$215K	1.5%
Capital Bank and Trust Co. AF 2050 Target Date Fund R5	Common Stocks	—	—	$176K	1.2%
Capital Bank and Trust Co. AF US Govt Securities Fund R5	Common Stocks	—	—	$171K	1.2%
Capital Bank and Trust Co. AF High Income Trust R5	Common Stocks	—	—	$165K	1.2%
Capital Bank and Trust Co. AF Bond Fund of America R5	Common Stocks	—	—	$145K	1.0%
Capital Bank and Trust Co. AF 2060 Target Date Fund R5	Common Stocks	—	—	$118K	0.8%
Capital Bank and Trust Co. AF 2065 Target Date Fund R6	Common Stocks	—	—	$90K	0.6%
Capital Bank and Trust Co. Franklin Gold and Precious Metals	Mutual Funds	—	—	$58K	0.4%
Participant Loans 4.25% - 9.50% -0-	Bonds / Notes	—	—	$47K	0.3%
Capital Bank and Trust Co. AF 2010 Target Date Fund R5	Common Stocks	—	—	$38K	0.3%
Capital Bank and Trust Co. AF 2015 Target Date Fund R5	Common Stocks	—	—	$9K	<0.1%