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Original filing (PDF)20250918134851NAL0000689827001
SUTTER VNA AND HOSPICE
Form 5500
FILING_RECEIVED
SUTTER VNA AND HOSPICE RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
1 failed disclosure37% in single holding
Active participants
13
Accounts w/ balance
98
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
85
Concentration risk
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "T. Rowe Price T. Rowe Price Institutional Large Cap Core Growth" is 37% of plan.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUTTER VNA AND HOSPICE.
Plan sponsor
Name
SUTTER VNA AND HOSPICE
EIN
94-6068843
Address
2200 RIVER PLAZA DRIVE · SACRAMENTO, CA · 95833
Phone
(888) 888-6044
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
2025-09-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
19 direct securities· $2.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Institutional Large Cap Core Growth | — | — | — | $1.0M | 37.5% | |
| Fidelity Management Trust Company Fidelity 500 Index | — | — | — | $471K | 17.5% | |
| Fidelity Management Trust Company Fidelity Balanced K | — | — | — | $189K | 7.0% | |
| Fidelity Management Trust Company Fidelity Investments Money Market Funds Government | — | — | — | $172K | 6.4% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2045 PR | — | — | — | $170K | 6.3% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2025 PR | — | — | — | $138K | 5.2% | |
| Parnassus Investments Parnassus Core Equity Inst | — | — | — | $132K | 4.9% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2040 PR | — | — | — | $115K | 4.3% | |
| Fidelity Management Trust Company Fidelity Freedom Blend Income PR | — | — | — | $89K | 3.3% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2030 PR | — | — | — | $67K | 2.5% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2020 PR | — | — | — | $38K | 1.4% | |
| Dodge & Cox Dodge & Cox Stock | — | — | — | $22K | 0.8% | |
| Dodge & Cox Dodge & Cox Income | — | — | — | $16K | 0.6% | |
| American Funds American Funds Europacific Growth R6 | — | — | — | $14K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2035 PR | — | — | — | $13K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2010 PR | — | — | — | $12K | 0.4% | |
| Fidelity Management Trust Company Fidelity Extended Market Index | — | — | — | $11K | 0.4% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2015 PR | — | — | — | $8K | 0.3% | |
| Northern Institutional Funds Northern Small Cap Value | — | — | — | $4K | 0.1% |
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