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Original filing (PDF)20250731122521NAL0008485744001
STANFORD HEALTH CARE
Form 5500
FILING_RECEIVED
THE COMMITTEE FOR THE RECOGNITION OF NURSING ACHIEVEMENT (CRONA) SECTION 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
102
Accounts w/ balance
279
Plan assets (EOY)
$54.3M
Net assets (EOY)
$54.3M
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)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds Service Company * The Growth Fund of America Mutual Fund" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANFORD HEALTH CARE.
Plan sponsor
Name
STANFORD HEALTH CARE
EIN
94-6174066
Address
300 PASTEUR DRIVE, MC 5513 · STANFORD, CA · 943055513
Phone
(650) 498-5349
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 95-6583393 | — | NONE | $9K | — |
Investments
19 direct securities· $54.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Service Company * The Growth Fund of America Mutual Fund | — | — | — | $14.3M | 26.3% | |
| AMCAP Fund Mutual Fund | — | — | — | $9.7M | 17.8% | |
| American Mutual Fund Mutual Fund | — | — | — | $9.6M | 17.6% | |
| EuroPacific Growth Fund Mutual Fund | — | — | — | $4.2M | 7.7% | |
| Fundamental Investors Fund Mutual Fund | — | — | — | $3.4M | 6.3% | |
| American Balanced Fund Mutual Fund | — | — | — | $2.6M | 4.7% | |
| Money Market Fund Money Market Fund | — | — | — | $2.1M | 3.9% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $2.1M | 3.8% | |
| New Perspective Fund Mutual Fund | — | — | — | $1.8M | 3.4% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $1.1M | 2.1% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $907K | 1.7% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund | — | — | — | $770K | 1.4% | |
| The Bond Fund of America Mutual Fund | — | — | — | $765K | 1.4% | |
| SMALLCAP World Fund Mutual Fund | — | — | — | $366K | 0.7% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $197K | 0.4% | |
| American High-Income Trust Fund Mutual Fund | — | — | — | $176K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund | — | — | — | $105K | 0.2% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $94K | 0.2% | |
| New World Fund Mutual Fund | — | — | — | $46K | <0.1% |