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Original filing (PDF)20251014170747NAL0004617584001
EL CAMINO HOSPITAL
Form 5500
FILING_RECEIVED
EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
4,437
Accounts w/ balance
5,424
Plan assets (EOY)
$976.1M
Net assets (EOY)
$976.1M
How this plan invests
This plan
61 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EL CAMINO HOSPITAL.
Plan sponsor
Name
EL CAMINO HOSPITAL
EIN
94-3167314
Address
2500 GRANT ROAD · MT. VIEW, CA · 94040
Phone
(650) 940-7000
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INSLT OPS C0 | 04-2647786 | — | RECORDKEEPER | $286K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP | 20-0361079 | — | CONSULTANT | $44K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | AUDITOR | $46K | — |
Investments
61 direct securities· $957.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment company | — | — | — | $123.2M | 12.6% | |
| Registered investment companies T. Rowe Price Retirement 2030 Registered investment company | — | — | — | $102.5M | 10.5% | |
| J.P. Morgan Large Cap Growth R6 Registered investment company | — | — | — | $87.3M | 8.9% | |
| T. Rowe Price Retirement 2040 Registered investment company | — | — | — | $82.6M | 8.5% | |
| T. Rowe Price Retirement 2035 Registered investment company | — | — | — | $79.9M | 8.2% | |
| T. Rowe Price Retirement 2045 Registered investment company | — | — | — | $69.8M | 7.1% | |
| T. Rowe Price Retirement 2050 Registered investment company | — | — | — | $60.0M | 6.2% | |
| T. Rowe Price Retirement 2025 Registered investment company | — | — | — | $57.3M | 5.9% | |
| T. Rowe Price Retirement 2020 Registered investment company | — | — | — | $36.0M | 3.7% | |
| Self-directed brokerage accounts * Fidelity BrokerageLink Self directed brokerage account | — | — | — | $32.1M | 3.3% | |
| T. Rowe Price Retirement 2055 Registered investment company | — | — | — | $31.6M | 3.2% | |
| Money market accounts Vanguard Federal Money Market Fund Money market account | — | — | — | $27.6M | 2.8% | |
| Fidelity Extended Market Index Fund Registered investment company | — | — | — | $22.2M | 2.3% | |
| Variable annuity contracts New York Life Guaranteed Interest Account Variable annuity contract | — | — | — | $21.3M | 2.2% | |
| T. Rowe Price Retirement 2060 Registered investment company | — | — | — | $17.0M | 1.7% | |
| Fidelity Total Bond Fund Registered investment company | — | — | — | $12.1M | 1.2% | |
| maturing through September 2038 0 | — | — | — | $11.6M | 1.2% | |
| T. Rowe Price Equity Income Fund Registered investment company | — | — | — | $10.4M | 1.1% | |
| T. Rowe Price Retirement 2015 Registered investment company | — | — | — | $9.8M | 1.0% | |
| AF Europac Growth R6 Registered investment company | — | — | — | $9.5M | 1.0% | |
| Northern Small Cap Value Fund Registered investment company | — | — | — | $8.0M | 0.8% | |
| Conestoga Small Cap Investors Fund Registered investment company | — | — | — | $7.0M | 0.7% | |
| Fidelity U.S. Bond Index Fund Registered investment company | — | — | — | $6.9M | 0.7% | |
| T. Rowe Price Retirement 2010 Registered investment company | — | — | — | $5.2M | 0.5% | |
| C&S Investment Reality Shares Registered investment company | — | — | — | $4.9M | 0.5% | |
| Fidelity Global ex US Index Fund Registered investment company | — | — | — | $4.3M | 0.4% | |
| T. Rowe Price Retirement 2005 Registered investment company | — | — | — | $3.6M | 0.4% | |
| Dodge & Cox International Stock Fund Registered investment company | — | — | — | $2.0M | 0.2% | |
| Fixed Account Guaranteed investment contract | — | — | — | $1.8M | 0.2% | |
| Fidelity VIP Contrafund Registered investment company | — | — | — | $1.7M | 0.2% | |
| American Funds Growth Registered investment company | — | — | — | $1.4M | 0.1% | |
| LVIP Macquarie VIP SMID Cap Growth Registered investment company | — | — | — | $954K | <0.1% | |
| DFA International Small Company Portfolio I Registered investment company | — | — | — | $824K | <0.1% | |
| American Funds Growth-Income Registered investment company | — | — | — | $581K | <0.1% | |
| LVIP Dimensional U.S. Core Equity 1 Registered investment company | — | — | — | $505K | <0.1% | |
| LVIP Macquarie Social Awareness Registered investment company | — | — | — | $493K | <0.1% | |
| American Funds International Registered investment company | — | — | — | $374K | <0.1% | |
| LVIP Blackrock Dividend Value Managed Volatility Registered investment company | — | — | — | $283K | <0.1% | |
| T. Rowe Price Retirement 2065 Registered investment company | — | — | — | $260K | <0.1% | |
| LVIP SSGA S&P 500 Index Registered investment company | — | — | — | $234K | <0.1% | |
| Macquarie VIP Small Cap Value Registered investment company | — | — | — | $211K | <0.1% | |
| LVIP Macquarie Mid Cap Value Fund Registered investment company | — | — | — | $184K | <0.1% | |
| LVIP Macquarie Bond Registered investment company | — | — | — | $180K | <0.1% | |
| LVIP T. Rowe Price Structured Mid-Cap Growth Registered investment company | — | — | — | $135K | <0.1% | |
| LVIP JPMorgan Retirement Income Fund Registered investment company | — | — | — | $135K | <0.1% | |
| LVIP Global Moderate Allocation Managed risk Registered investment company | — | — | — | $129K | <0.1% | |
| LVIP Blended Large Cap Growth Managed Volatility Registered investment company | — | — | — | $116K | <0.1% | |
| LVIP Baron Growth Opportunities Registered investment company | — | — | — | $114K | <0.1% | |
| LVIP Global Growth Allocation Managed Risk Registered investment company | — | — | — | $100K | <0.1% | |
| LVIP Macquarie Value Series Registered investment company | — | — | — | $89K | <0.1% | |
| American Funds Global Growth Registered investment company | — | — | — | $85K | <0.1% | |
| LVIP Macquarie Diversified Income Registered investment company | — | — | — | $67K | <0.1% | |
| MFS Utilities Registered investment company | — | — | — | $64K | <0.1% | |
| LVIP SSGA S&P 500 Index VIP REIT Registered investment company | — | — | — | $55K | <0.1% | |
| LVIP Macquarie Wealth Builder Fund Registered investment company | — | — | — | $46K | <0.1% | |
| Loan Collateral Fund Guaranteed investment contract | — | — | — | $42K | <0.1% | |
| LVIP Mondrian International Value Registered investment company | — | — | — | $22K | <0.1% | |
| Fidelity VIP Growth Registered investment company | — | — | — | $5K | <0.1% | |
| Blackrock Global Allocation Registered investment company | — | — | — | $3K | <0.1% | |
| Loan Escrow Fund Variable annuity contract | — | — | — | $1K | <0.1% | |
| LVIP Vanguard International Equity ETF Registered investment company | — | — | — | $1K | <0.1% |