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Original filing (PDF)20251010103404NAL0004505123001
COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA
Form 5500
FILING_RECEIVED
COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 1
7 service providers
Active participants
10,887
Accounts w/ balance
8,057
Plan assets (EOY)
$673.3M
Net assets (EOY)
$673.3M
How this plan invests
This plan
34 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
- 13 bps in Schedule C fees — 113% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA.
Plan sponsor
Name
COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA
EIN
94-2864615
Address
PO BOX 1232 · FRESNO, CA · 93715
Phone
(559) 724-4124
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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $678K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | ADVISOR | $119K | — |
Broker
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGENCY INVESTMENT ADVISORS INC | 77-0344391 | — | SECURITIES BROKER | $10K | — |
| PATHWAYS ADVISORY GROUP INC | 20-8811410 | — | SECURITIES BROKER | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $526 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | AUDITOR | $46K | — |
Investments
31 direct securities· $688.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index Registered investment company | — | — | — | $97.7M | 14.5% | |
| T. Rowe Price Retrmnt I 2050 I Registered investment company | — | — | — | $51.7M | 7.7% | |
| T. Rowe Price Retrmnt I 2025 I Registered investment company | — | — | — | $48.4M | 7.2% | |
| T. Rowe Price Retrmnt I 2045 I Registered investment company | — | — | — | $47.9M | 7.1% | |
| T. Rowe Price Retrmnt I 2055 I Registered investment company | — | — | — | $44.9M | 6.7% | |
| T. Rowe Price Retrmnt I 2035 I Registered investment company | — | — | — | $44.3M | 6.6% | |
| Fidelity Blue Chip Gr K6 Registered investment company | — | — | — | $39.4M | 5.8% | |
| T. Rowe Price Retrmnt I 2040 I Registered investment company | — | — | — | $36.1M | 5.4% | |
| Vanguard Treasury Money Market Inv Registered investment company | — | — | — | $34.8M | 5.2% | |
| T. Rowe Price Retrmnt I 2030 I Registered investment company | — | — | — | $34.3M | 5.1% | |
| Columbia Dividend Inc Inst Registered investment company | — | — | — | $33.0M | 4.9% | |
| Metropolitan West Total Rturn Bd P Registered investment company | — | — | — | $26.7M | 4.0% | |
| Vanguard Total Bd Mkt Index Instl Registered investment company | — | — | — | $16.4M | 2.4% | |
| maturing through December 2039 -0- | — | — | — | $15.1M | 2.2% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | — | — | — | $15.0M | 2.2% | |
| American Funds EuroPacific Gr R6 Registered investment company | — | — | — | $15.0M | 2.2% | |
| Personal Choice Retirement Account Self-directed brokerage accounts | — | — | — | $12.4M | 1.8% | |
| T. Rowe Price Retrmnt I 2020 I Registered investment company | — | — | — | $9.9M | 1.5% | |
| JHancock Disciplined Val Md cp R6 Registered investment company | — | — | — | $9.5M | 1.4% | |
| Vanguard Total Intl Stock Index Adm Registered investment company | — | — | — | $8.8M | 1.3% | |
| T. Rowe Price Retrmnt I 2060 I Registered investment company | — | — | — | $8.1M | 1.2% | |
| JPMorgan Small Cap Gr R6 Registered investment company | — | — | — | $7.0M | 1.0% | |
| Victory Sycamore Small Co Opp R6 | — | — | — | $6.7M | 1.0% | |
| Vanguard Small Cap Index Adm Registered investment company | — | — | — | $6.4M | 1.0% | |
| Vanguard Mid Cap Index Adm Registered investment company | — | — | — | $5.2M | 0.8% | |
| Cohen & Steers Real Estate Sec Z Registered investment company | — | — | — | $3.8M | 0.6% | |
| T. Rowe Price Retrmnt I 2015 I Registered investment company | — | — | — | $3.1M | 0.5% | |
| MFS Mid Cap Gr R6 Registered investment company | — | — | — | $2.7M | 0.4% | |
| T. Rowe Price Retrmnt I 2065 I Registered investment company | — | — | — | $2.3M | 0.3% | |
| T. Rowe Price Retrmnt I 2010 I Registered investment company | — | — | — | $1.3M | 0.2% | |
| T. Rowe Price Retrmnt I 2005 I Registered investment company | — | — | — | $203K | <0.1% |