Original filing (PDF)20250926094204NAL0008429649001

METHODIST HOSPITAL OF SOUTHERN CA

Name: METHODIST HOSPITAL OF SOUTHERN CA — METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: METHODIST HOSPITAL OF SOUTHERN CA

Form 5500

FILING_RECEIVED

METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN

403(b) retirement plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

182

Accounts w/ balance

1,582

Plan assets (EOY)

$202.4M

Net assets (EOY)

$202.4M

How this plan invests

This plan

250 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

25 bps in Schedule C fees — 148% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METHODIST HOSPITAL OF SOUTHERN CA.

Plan sponsor

Name

METHODIST HOSPITAL OF SOUTHERN CA

EIN

95-1643336

Address

300 WEST HUNTINGTON DRIVE · ARCADIA, CA · 91007

Phone

(626) 821-6936

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

2025-09-26

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Auditor

HOLTHOUSE CARLIN & VAN TRIGT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROACCOUNT	73-0988442	COLUMBUS, OH	INVESTMENT ADVISORY	$125K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	NONE	$133K	—
WELLS FARGO ADVISORS FIN NET	59-2617265	—	NONE	$120K	—
LEAFHOUSE FINANCIAL ADVISORS LLC	26-4311657	AUSTIN, TX	NONE	$80K	—
ERISA SMART	45-5529798	VENTURA, CA	NONE	$40K	—
NATIONWIDE	—	COLUMBUS, OH	NONE	$5K	—
NATIONWIDE RETIREMENT PLANS	—	COLUMBUS, OH	NONE	$225	—

Investments

212 direct securities· $264.3M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
BEST OF AMERICA-FIXED FIXED ACCOUNT	—	—	—	$24.9M	12.3%
FID 500 INDX MUTUAL FUND	—	—	—	$24.0M	11.8%
BLKRK LFPATH INDX RTRM K MUTUAL FUND	—	—	—	$21.6M	10.7%
BlackRock LifePath Index Retirement Fund Asset Allocation Mutual Fund	—	—	—	$21.6M	10.7%
AB LGCAP GR I MUTUAL FUND	—	—	—	$21.3M	10.5%
BLKRK LFPATH INDX 2030 K MUTUAL FUND	—	—	—	$11.8M	5.8%
BLKRK LFPATH INDX 2035 K MUTUAL FUND	—	—	—	$10.8M	5.3%
American Century Disciplined Core Value Fund Mutual Fund	—	—	—	$8.8M	4.3%
AMCENT DSCPLD COR VAL I MUTUAL FUND	—	—	—	$8.8M	4.3%
BlackRock LifePath Index 2040 Fund Asset Allocation Mutual Fund	—	—	—	$8.0M	4.0%
BLKRK LFPATH INDX 2050 K MUTUAL FUND	—	—	—	$7.1M	3.5%
BLKRK LFPATH INDX 2045 K MUTUAL FUND	—	—	—	$6.5M	3.2%
Vanguard Mid-Cap Value Index Fund Mutual Fund 639 Vanguard Mid-Cap Index Fund Mutual Fund	—	—	—	$4.1M	2.0%
LEGGM CLRBRDG INTL GR I MUTUAL FUND	—	—	—	$4.0M	2.0%
ClearBridge International Growth Fund Mutual Fund	—	—	—	$4.0M	2.0%
Guggenheim Floating Rate Strategies Fund Mutual Fund 434 Guggenheim Total Return Strategies Fund Mutual Fund	—	—	—	$3.3M	1.6%
GUGHM TTL RTN BD INST MUTUAL FUND	—	—	—	$3.3M	1.6%
PGIM High Yield Fund Mutual Fund	—	—	—	$2.5M	1.3%
BLKRK LFPATH INDX 2055 K MUTUAL FUND	—	—	—	$2.4M	1.2%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$2.3M	1.1%
FID US BD INDX MUTUAL FUND	—	—	—	$2.3M	1.1%
AMCENT SMCAP GR R6 MUTUAL FUND	—	—	—	$1.9M	1.0%
American Century Small Cap Growth Fund Mutual Fund	—	—	—	$1.9M	1.0%
Vanguard Selected Value Fund Mutual Fund 675 Vanguard Small-Cap Index Fund Mutual Fund	—	—	—	$1.8M	0.9%
PGIM Total Return Bond Fund Mutual Fund	—	—	—	$1.7M	0.9%
MFS New Discovery Value Fund Mutual Fund	—	—	—	$1.7M	0.8%
Vanguard 500 Index Fund Mutual Fund	—	—	—	$1.6M	0.8%
FID INTL INDX MUTUAL FUND	—	—	—	$1.4M	0.7%
Fidelity International Index Fund Mutual Fund	—	—	—	$1.4M	0.7%
Nationwide Loomis All Cap Growth Fund Mutual Fund	—	—	—	$1.3M	0.7%
Cohen & Steers Real Estate Securities Fund Mutual Fund	—	—	—	$1.3M	0.6%
COHENSTRS REALEST SEC INST MUTUAL FUND	—	—	—	$1.3M	0.6%
Dodge & Cox International Stock Fund Mutual Fund	—	—	—	$1.3M	0.6%
DODGECOX INTL STK CLASS I MUTUAL FUND	—	—	—	$1.3M	0.6%
Templeton Global Bond Fund Mutual Fund 229 Goldman Sachs GQG Partners International Opportunities Fund Mutual Fund	—	—	—	$1.3M	0.6%
GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUND	—	—	—	$1.3M	0.6%
Avantis U.S. Large Cap Value Fund Mutual Fund	—	—	—	$1.1M	0.6%
AVNTS US LGCAP VAL INST MUTUAL FUND	—	—	—	$1.1M	0.6%
PIMCO Real Return Fund Mutual Fund	—	—	—	$1.1M	0.6%
JPM LGCAP GR R6 MUTUAL FUND	—	—	—	$1.1M	0.5%
JPMorgan Large Cap Growth Fund Mutual Fund	—	—	—	$1.1M	0.5%
JPM EQ INC R5 MUTUAL FUND	—	—	—	$1.1M	0.5%
BlackRock High Yield Bond Portfolio Fund Mutual Fund	—	—	—	$1.1M	0.5%
BLKRK LFPATH INDX 2060 K MUTUAL FUND	—	—	—	$1.0M	0.5%
BlackRock Total Return Fund Mutual Fund	—	—	—	$992K	0.5%
BLKRK TTL RTN K MUTUAL FUND	—	—	—	$992K	0.5%
AVNTS EMRG MKT EQ INST MUTUAL FUND	—	—	—	$963K	0.5%
Avantis Emerging Markets Equity Fund Mutual Fund	—	—	—	$963K	0.5%
Vanguard Developed Markets Index Fund Mutual Fund	—	—	—	$953K	0.5%
VNGRD DEVL MKT INDX ADML MUTUAL FUND	—	—	—	$953K	0.5%
Victory Sycamore Established Value Fund Class A Mutual Fund 281 Victory Sycamore Established Value Fund Class I Mutual Fund	—	—	—	$808K	0.4%
VIC SYC ESTBLSHD VAL I MUTUAL FUND	—	—	—	$808K	0.4%
Individually Directed Accounts Various	—	—	—	$760K	0.4%
SELF DIRECTED BROKERAGE ACCOUNT MUTUAL FUND	—	—	—	$760K	0.4%
DFA INFL PRTCT SEC INST MUTUAL FUND	—	—	—	$704K	0.3%
JPM EMRG MKT EQ R6 MUTUAL FUND	—	—	—	$686K	0.3%
JPMorgan Emerging Markets Equity Fund Mutual Fund	—	—	—	$686K	0.3%
BlackRock Mid-Cap Growth Equity Portfolio Fund Mutual Fund	—	—	—	$635K	0.3%
BLKRK MDCAP GR EQ INST MUTUAL FUND	—	—	—	$635K	0.3%
Vanguard Information Technology Index Fund Mutual Fund	—	—	—	$622K	0.3%
VNGRD INFO TECH INDX ADML MUTUAL FUND	—	—	—	$622K	0.3%
Diamond Hill Mid Cap Fund Mutual Fund	—	—	—	$617K	0.3%
MFS Midcap Growth Fund Mutual Fund	—	—	—	$603K	0.3%
PRNCPL GLBL REALEST R6 MUTUAL FUND	—	—	—	$602K	0.3%
Principal Global Real Estate Securities Fund Mutual Fund	—	—	—	$602K	0.3%
JPM HDG EQ R6 MUTUAL FUND	—	—	—	$555K	0.3%
JPMorgan Hedged Equity Fund Mutual Fund	—	—	—	$555K	0.3%
Legal & General Commodity Strategy Fund Mutual Fund	—	—	—	$498K	0.2%
AB Global Bond Fund Class Z Mutual Fund	—	—	—	$489K	0.2%
Vanguard Total Stock Market Index Fund Mutual Fund	—	—	—	$458K	0.2%
VNGRD TTL STMKT INDX FD AS MUTUAL FUND	—	—	—	$458K	0.2%
VNGRD EXPLR ADML MUTUAL FUND	—	—	—	$454K	0.2%
Vanguard Explorer Fund Mutual Fund	—	—	—	$454K	0.2%
Vanguard Total Bond Market Index Fund Mutual Fund	—	—	—	$388K	0.2%
VNGRD TTL BND MKT LDX ADM MUTUAL FUND	—	—	—	$388K	0.2%
Federated Hermes Government Obligations Fund Money Market Mutual Fund	—	—	—	$367K	0.2%
FED HRMS GOV OBLGTNS PRMR MUTUAL FUND	—	—	—	$367K	0.2%
Avantis U.S. Small Cap Value Fund Mutual Fund	—	—	—	$354K	0.2%
AVNTS US SMCAP VAL INST MUTUAL FUND	—	—	—	$354K	0.2%
AB Relative Value Fund Mutual Fund	—	—	—	$283K	0.1%
AB REL VAL I MUTUAL FUND	—	—	—	$283K	0.1%
Columbia Select Large Cap Growth Fund Mutual Fund	—	—	—	$273K	0.1%
COL SEL LGCAP GR INST2 MUTUAL FUND	—	—	—	$273K	0.1%
FID LG CAP GR INDX MUTUAL FUND	—	—	—	$247K	0.1%
FID NSDQ CMPST INDX MUTUAL FUND	—	—	—	$232K	0.1%
Fidelity NASDAQ Composite Index Fund Mutual Fund	—	—	—	$232K	0.1%
VNGRD MDCAP GR INDX ADML MUTUAL FUND	—	—	—	$213K	0.1%
Vanguard Mid-Cap Growth Index Fund Mutual Fund	—	—	—	$213K	0.1%
BLKRK LFPATH INDX 2065 K MUTUAL FUND	—	—	—	$191K	<0.1%
VNGRD VAL INDX ADML MUTUAL FUND	—	—	—	$158K	<0.1%
Vanguard Value Index Fund Mutual Fund	—	—	—	$158K	<0.1%
VNGRD HLTH CARE INDX ADML MUTUAL FUND	—	—	—	$154K	<0.1%
Vanguard Target Retirement 2050 Fund Asset Allocation Mutual Fund	—	—	—	$143K	<0.1%
VNGRD TTL INTLSTKINDX ADML MUTUAL FUND	—	—	—	$137K	<0.1%
Vanguard Total International Stock Index Fund Mutual Fund	—	—	—	$137K	<0.1%
Vanguard Short-Term Bond Index Fund Mutual Fund	—	—	—	$127K	<0.1%
VNGRD ST BD INDX ADML MUTUAL FUND	—	—	—	$127K	<0.1%
VIRTUS ALLNZGI TECH INST MUTUAL FUND	—	—	—	$125K	<0.1%
Morgan Stanley Institutional Fund Trust Discovery Portfolio Fund Mutual Fund	—	—	—	$121K	<0.1%
MSIF DISC I MUTUAL FUND	—	—	—	$121K	<0.1%
VNGRD GR INDX ADML MUTUAL FUND	—	—	—	$119K	<0.1%
Vanguard Growth Index Fund Mutual Fund	—	—	—	$119K	<0.1%
LEGGM BW GLBL OPPR BD INST MUTUAL FUND	—	—	—	$102K	<0.1%
Western Asset Core Bond Fund Mutual Fund	—	—	—	$102K	<0.1%
DFA US LGCAP VAL INST MUTUAL FUND	—	—	—	$97K	<0.1%
FID TTL MKT INDX MUTUAL FUND	—	—	—	$74K	<0.1%
Fidelity Total Market Index Fund Mutual Fund	—	—	—	$74K	<0.1%
PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.25% - 6.25%	—	—	—	$73K	<0.1%
JPM SMCAP VAL R6 MUTUAL FUND	—	—	—	$66K	<0.1%
JPMorgan Small Cap Value Fund Mutual Fund	—	—	—	$66K	<0.1%
Allspring Discovery SMID Cap Growth Fund Mutual Fund	—	—	—	$63K	<0.1%
INVSCO INTL DIVRS Y MUTUAL FUND	—	—	—	$62K	<0.1%
Invesco International Diversified Fund Mutual Fund	—	—	—	$62K	<0.1%
Baron Partners Fund Mutual Fund	—	—	—	$59K	<0.1%
VNGRD ST TRSRY ADML MUTUAL FUND	—	—	—	$59K	<0.1%
Vanguard Short-Term Treasury Fund Mutual Fund	—	—	—	$59K	<0.1%
DFA EMRG MKTS CORE EQ 2 PORTFOLIO - INST MUTUAL FUND	—	—	—	$58K	<0.1%
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Fund Mutual Fund	—	—	—	$55K	<0.1%
MSIF INST GR I MUTUAL FUND	—	—	—	$55K	<0.1%
FIDADV UTIL I MUTUAL FUND	—	—	—	$55K	<0.1%
Fidelity Advisor Utilities Fund Mutual Fund	—	—	—	$55K	<0.1%
BlackRock Core Bond Fund Class K Mutual Fund	—	—	—	$54K	<0.1%
BLKRK COR BD PORT K MUTUAL FUND	—	—	—	$54K	<0.1%
BlackRock Core Bond Fund Class A Mutual Fund	—	—	—	$54K	<0.1%
BLKRK COR BD PORT INV A MUTUAL FUND	—	—	—	$54K	<0.1%
DFA Global Real Estate Securities Portfolio Fund Mutual Fund	—	—	—	$53K	<0.1%
JNSHNDRSN GLBLTECH INNOV N MUTUAL FUND	—	—	—	$53K	<0.1%
Janus Henderson Global Technology and Innovation Fund Mutual Fund	—	—	—	$53K	<0.1%
Nationwide NYSE Arca Tech 100 Index Fund Mutual Fund	—	—	—	$50K	<0.1%
Franklin DynaTech Fund Mutual Fund	—	—	—	$48K	<0.1%
T. Rowe Price Science and Technology Fund Mutual Fund	—	—	—	$48K	<0.1%
TROWEPR SCNC TECH MUTUAL FUND	—	—	—	$48K	<0.1%
Morgan Stanley Insight Fund Mutual Fund	—	—	—	$47K	<0.1%
Baron Opportunity Fund Mutual Fund	—	—	—	$47K	<0.1%
LEGGM WSTRAS COR BD I MUTUAL FUND - LRDABT TTL RTN R5 MUTUAL FUND	—	—	—	$43K	<0.1%
Lord Abbett Total Return Fund Mutual Fund	—	—	—	$43K	<0.1%
TROWEPR COMM TECH MUTUAL FUND	—	—	—	$41K	<0.1%
T. Rowe Price Communications & Technology Fund Mutual Fund	—	—	—	$41K	<0.1%
FIDADV BIO INST MUTUAL FUND	—	—	—	$38K	<0.1%
Fidelity Advisor Biotechnology Fund Mutual Fund	—	—	—	$38K	<0.1%
PIMCO StocksPLUS Small Fund Mutual Fund 646 PIMCO StocksPLUS Absolute Return Fund Mutual Fund 950 PIMCO Total Return Fund Mutual Fund	—	—	—	$37K	<0.1%
Janus Henderson Triton Fund Mutual Fund	—	—	—	$36K	<0.1%
Vanguard FTSE Social Index Fund Mutual Fund	—	—	—	$34K	<0.1%
Victory Pioneer Select Mid Cap Growth Fund Mutual Fund	—	—	—	$30K	<0.1%
Hartford Core Equity Fund Mutual Fund	—	—	—	$29K	<0.1%
HRTFRD COR EQ R6 MUTUAL FUND	—	—	—	$29K	<0.1%
T. Rowe Price U.S. Equity Research Fund Mutual Fund	—	—	—	$29K	<0.1%
TROWEPR US EQ RSRCH MUTUAL FUND	—	—	—	$29K	<0.1%
VNGRD REALEST INDX ADML MUTUAL FUND	—	—	—	$28K	<0.1%
Vanguard Real Estate Index Fund Mutual Fund	—	—	—	$28K	<0.1%
Vanguard Energy Index Fund Mutual Fund	—	—	—	$28K	<0.1%
VNGRD ENRGY INDX ADML MUTUAL FUND	—	—	—	$28K	<0.1%
VNGRD HIDIVD YLD INDX ADML MUTUAL FUND	—	—	—	$28K	<0.1%
Vanguard High Dividend Yield Index Fund Mutual Fund	—	—	—	$28K	<0.1%
BLKRK STRAT INC OPPR I MUTUAL FUND	—	—	—	$25K	<0.1%
BlackRock Strategic Income Opportunities Portfolio Fund Mutual Fund	—	—	—	$25K	<0.1%
Invesco Equally-Weighted S&P 500 Fund Mutual Fund	—	—	—	$24K	<0.1%
COL THRMST INST2 MUTUAL FUND	—	—	—	$24K	<0.1%
Columbia Thermostat Fund Mutual Fund	—	—	—	$24K	<0.1%
American Beacon International Equity Fund Class R5 Mutual Fund	—	—	—	$19K	<0.1%
AMBCN INTL EQ R5 MUTUAL FUND	—	—	—	$19K	<0.1%
Eventide Gilead Fund Mutual Fund	—	—	—	$17K	<0.1%
MSIF GLBL OPPR I MUTUAL FUND	—	—	—	$14K	<0.1%
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio Fund Mutual Fund	—	—	—	$14K	<0.1%
Morgan Stanley Institutional Fund, Inc. Inception Portfolio Fund Mutual Fund	—	—	—	$14K	<0.1%
MSIF INCPTN I MUTUAL FUND	—	—	—	$14K	<0.1%
American Funds Washington Mutual Investors Fund Mutual Fund	—	—	—	$14K	<0.1%
AMFDS WSHNGTN MUT INV R6 MUTUAL FUND	—	—	—	$14K	<0.1%
American Funds The Growth Fund of America Mutual Fund	—	—	—	$13K	<0.1%
MACQUARIE MDCP GRWTH FND - INSTITUTIONAL MUTUAL FUND	—	—	—	$13K	<0.1%
Invesco Real Estate Fund Mutual Fund	—	—	—	$12K	<0.1%
INVSCO REALEST Y MUTUAL FUND	—	—	—	$12K	<0.1%
T. Rowe Price Growth Stock Fund Mutual Fund	—	—	—	$12K	<0.1%
TROWEPR GR STK I MUTUAL FUND	—	—	—	$12K	<0.1%
iShares S&P 500 Index Fund Mutual Fund	—	—	—	$11K	<0.1%
OKMRK FD I MUTUAL FUND	—	—	—	$10K	<0.1%
Investments AB Global Bond Fund Class I Mutual Fund	—	—	—	$10K	<0.1%
PIMCO EMRGMKTLCLCRNBD INST MUTUAL FUND	—	—	—	$10K	<0.1%
PGIM Emerging Market Institutional Fund Mutual Fund	—	—	—	$10K	<0.1%
JPM SMCAP GR R6 MUTUAL FUND	—	—	—	$9K	<0.1%
JPMorgan Small Cap Growth Fund Mutual Fund	—	—	—	$9K	<0.1%
DFA US TRGT VAL INST MUTUAL FUND	—	—	—	$9K	<0.1%
American Beacon International Equity Fund Class R6 Mutual Fund	—	—	—	$8K	<0.1%
AMBCN INTL EQ R6 MUTUAL FUND	—	—	—	$8K	<0.1%
Allspring Growth Fund Mutual Fund 887 American Beacon Bridgeway Large Cap Value Fund Mutual Fund	—	—	—	$8K	<0.1%
PIMCO RAE PLUS Fund Mutual Fund	—	—	—	$6K	<0.1%
Parnassus Value Equity Fund Mutual Fund	—	—	—	$6K	<0.1%
VNGRD STRAT EQ INV MUTUAL FUND	—	—	—	$5K	<0.1%
Vanguard Strategic Equity Fund Mutual Fund	—	—	—	$5K	<0.1%
VNGRD STRAT SMCAP EQ INV MUTUAL FUND	—	—	—	$4K	<0.1%
Vanguard Strategic Small-Cap Equity Fund Mutual Fund	—	—	—	$4K	<0.1%
PIMCO CommodityRealReturn Strategy Fund Mutual Fund	—	—	—	$4K	<0.1%
VNGRD SMCAP VAL INDX ADML MUTUAL FUND	—	—	—	$4K	<0.1%
Vanguard Small Cap Value Index Fund Mutual Fund	—	—	—	$4K	<0.1%
VNGRD MDCAP GR INV MUTUAL FUND	—	—	—	$4K	<0.1%
Vanguard Mid-Cap Growth Fund Mutual Fund	—	—	—	$4K	<0.1%
Invesco Oppenheimer International Growth Fund Mutual Fund	—	—	—	$4K	<0.1%
T. Rowe Price Blue Chip Growth Fund Mutual Fund	—	—	—	$4K	<0.1%
VNGRD BAL INDX ADML MUTUAL FUND	—	—	—	$4K	<0.1%
Vanguard Balanced Index Fund Mutual Fund	—	—	—	$4K	<0.1%

Showing top 200 of 212 investments by value.