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Original filing (PDF)20251014122257NAL0005896594001
COMMUNITY MEDICAL CENTERS, INC.
Form 5500
FILING_RECEIVED
COMMUNITY MEDICAL CENTERS, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,089
Accounts w/ balance
1,789
Plan assets (EOY)
$39.5M
Net assets (EOY)
$39.5M
How this plan invests
This plan
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 62% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY MEDICAL CENTERS, INC..
Plan sponsor
Name
COMMUNITY MEDICAL CENTERS, INC.
EIN
94-2437106
Address
7210 MURRAY DRIVE · STOCKTON, CA · 95210
Phone
(209) 373-2800
Industry
Health Care & Social Assistancesee all
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | TRUST CUSTODIAN | $94K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEERY & ASSOCIATES, INC. | 94-3274051 | — | TPA | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | MONEY MANAGER | $77K | — |
Investments
50 direct securities· $39.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE RETURN SEPARATE ACCOUNTS OF NATIONWIDE TRUST COMPANY * Vngrd Ttl Stmkt Indx Fd As Pooled Separate Account | — | — | — | $5.5M | 13.8% | |
| Vngrd Trgt Rtrmt 2050 Inv Pooled Separate Account | — | — | — | $3.6M | 9.1% | |
| Fixed Contract Separate Account | — | — | — | $3.4M | 8.6% | |
| Jnhnck Bd I Pooled Separate Account | — | — | — | $2.5M | 6.4% | |
| Mfs Intl Divrs R6 Pooled Separate Account | — | — | — | $2.3M | 5.7% | |
| Vngrd Trgt Rtrmt 2030 Inv Pooled Separate Account | — | — | — | $2.1M | 5.4% | |
| Vngrd Extnd Mkt Indx Adml Pooled Separate Account | — | — | — | $2.0M | 5.2% | |
| Vngrd Trgt Rtrmt 2045 Inv Pooled Separate Account | — | — | — | $2.0M | 5.1% | |
| Vngrd Trgt Rtrmt 2040 Inv Pooled Separate Account | — | — | — | $1.9M | 4.7% | |
| Vngrd Trgt Rtrmt 2035 Inv Pooled Separate Account | — | — | — | $1.7M | 4.2% | |
| Vngrd Trgt Rtrmt 2055 Inv Pooled Separate Account | — | — | — | $1.5M | 3.8% | |
| Clvrt Shrt Dur Inc Inst Pooled Separate Account | — | — | — | $1.0M | 2.6% | |
| Vngrd Trgt Rtrmt 2060 Inv Pooled Separate Account | — | — | — | $889K | 2.2% | |
| Vngrd Sm Cap Indx Fd As Pooled Separate Account | — | — | — | $857K | 2.2% | |
| Vngrd Trgt Rtrmt 2025 Inv Pooled Separate Account | — | — | — | $727K | 1.8% | |
| Vngrd Realest Indx Adml Pooled Separate Account | — | — | — | $674K | 1.7% | |
| Vngrd Trgt Rtrmt 2020 Inv Pooled Separate Account | — | — | — | $672K | 1.7% | |
| PARTICIPANT LOANS 2038. -0- | — | — | — | $665K | 1.7% | |
| Vngrd Ftse Soc Indx Adml Pooled Separate Account | — | — | — | $590K | 1.5% | |
| Macquarie Emerging Markets Equity - Inst Pooled Separate Account | — | — | — | $552K | 1.4% | |
| Morgan Stanley Inc Opportunities Fund I Pooled Separate Account | — | — | — | $514K | 1.3% | |
| Fed Hrms Gov Oblgtns Prmr Pooled Separate Account | — | — | — | $497K | 1.3% | |
| Vngrd Trgt Rtrmt 2065 Inv Pooled Separate Account | — | — | — | $443K | 1.1% | |
| Jpm Eq Inc R5 Pooled Separate Account | — | — | — | $304K | 0.8% | |
| The Growth Fund of America – A Registered Investment Company | — | — | — | $260K | 0.7% | |
| Fnkln Dynatech Adv Pooled Separate Account | — | — | — | $256K | 0.6% | |
| Vngrd Wlsly Inc Adml Pooled Separate Account | — | — | — | $248K | 0.6% | |
| Vngrd Trgt Rtrmt Inc Pooled Separate Account | — | — | — | $236K | 0.6% | |
| Vngrd Bal Indx Adml Pooled Separate Account | — | — | — | $216K | 0.5% | |
| Smallcap World Fund – A Registered Investment Company | — | — | — | $153K | 0.4% | |
| American Balanced Fund – A Registered Investment Company | — | — | — | $152K | 0.4% | |
| The New Economy Fund – A Registered Investment Company | — | — | — | $146K | 0.4% | |
| Ab Lgcap Gr I + Pooled Separate Account | — | — | — | $127K | 0.3% | |
| Columbia Global Technology Fund - Institutional Class + Pooled Separate Account | — | — | — | $119K | 0.3% | |
| Washington Mutual Investors Fund – A Registered Investment Company | — | — | — | $112K | 0.3% | |
| Vngrd Ttl Bnd Mkt Ldx Adm Pooled Separate Account | — | — | — | $111K | 0.3% | |
| The Investment Company of America – A Registered Investment Company | — | — | — | $100K | 0.3% | |
| EuroPacific Growth Fund – A Registered Investment Company | — | — | — | $95K | 0.2% | |
| Jpm Smcap Gr R6 + Pooled Separate Account | — | — | — | $70K | 0.2% | |
| Vngrd Us Gr Adml + Pooled Separate Account | — | — | — | $56K | 0.1% | |
| Parnassus Cor Eq Inst Pooled Separate Account | — | — | — | $42K | 0.1% | |
| Mfs Glbl Eq R4 Pooled Separate Account | — | — | — | $37K | <0.1% | |
| Vanguard Target Retirement 2070 Fund - Investor Class Pooled Separate Account | — | — | — | $28K | <0.1% | |
| The Bond Fund of America – A Registered Investment Company | — | — | — | $23K | <0.1% | |
| Vngrd Lt Trsry Indx Adml + Pooled Separate Account | — | — | — | $18K | <0.1% | |
| Amfds Am Bal R6 Pooled Separate Account | — | — | — | $17K | <0.1% | |
| U.S. Government Securities Fund – A Registered Investment Company | — | — | — | $7K | <0.1% | |
| Fid 500 Indx + Pooled Separate Account | — | — | — | $6K | <0.1% | |
| Vngrd Intl Val Inv + Pooled Separate Account | — | — | — | $3K | <0.1% | |
| Vngrd Hidivd Yld Indx Adml + Pooled Separate Account | — | — | — | $3K | <0.1% |