Original filing (PDF)20251010164238NAL0008029841001

PIH HEALTH GOOD SAMARITAN HOSPITAL

Name: PIH HEALTH GOOD SAMARITAN HOSPITAL — THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PIH HEALTH GOOD SAMARITAN HOSPITAL

Form 5500

FILING_RECEIVED

THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

1,228

Accounts w/ balance

1,593

Plan assets (EOY)

$234.7M

Net assets (EOY)

$234.7M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIH HEALTH GOOD SAMARITAN HOSPITAL.

Plan sponsor

Name

PIH HEALTH GOOD SAMARITAN HOSPITAL

EIN

95-1656366

Address

1225 WILSHIRE BLVD · LOS ANGELES, CA · 900171901

Phone

(213) 977-2301

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

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$77K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$37K	—
CONCURRENT INVESTMENT ADVISORS, LL

Investments

33 direct securities· $235.1M(100% of reported assets)

Other securities

$229.4M

31 holdings

Bonds / Notes

$3.5M

1 holding

Cash / Money Market

$2.2M

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Other securities	—	—	$47.7M	20.3%
Fidelity Investments Fidelity Blue Chip Growth K6 Fund	Other securities	—	—	$27.2M	11.6%
Fidelity Investments Fidelity Freedom Index 2035 Fund - Institutional Premium Class	Other securities	—	—	$17.2M	7.3%
New York Life Insurance Company New York Life Guaranteed Interest Account	Other securities	—	—	$16.4M	7.0%
Fidelity Investments Fidelity Freedom Index 2040 Fund - Institutional Premium Class	Other securities	—	—	$15.7M	6.7%
Fidelity Investments Fidelity Freedom Index 2025 Fund - Institutional Premium Class	Other securities	—	—	$12.2M	5.2%
Franklin Templeton Investments Putnam Large Cap Value Fund Class R6	Other securities	—	—	$11.9M	5.1%
Fidelity Investments Fidelity Freedom Index 2045 Fund - Institutional Premium Class	Other securities	—	—	$11.5M	4.9%
PGIM Investments PGIM Total Return Bond Fund R6	Other securities	—	—	$11.1M	4.7%
Fidelity Investments Fidelity Freedom Index 2030 Fund - Institutional Premium Class	Other securities	—	—	$11.0M	4.7%
Fidelity Investments Fidelity Total International Index Fund	Other securities	—	—	$8.6M	3.7%
Fidelity Investments Fidelity Freedom Index 2020 Fund - Institutional Premium Class	Other securities	—	—	$7.4M	3.1%
Fidelity Investments Fidelity Freedom Index 2050 Fund - Institutional Premium Class	Other securities	—	—	$6.4M	2.7%
Fidelity Investments Fidelity Freedom Index 2055 Fund - Institutional Premium Class	Other securities	—	—	$4.7M	2.0%
American Century Investments American Century Small Cap Value Fund R6 Class	Other securities	—	—	$4.4M	1.9%
Macquarie Small Cap Growth Fund Class R6	Other securities	—	—	$4.0M	1.7%
Participant Loans to participants, bearing interest ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$3.5M	1.5%
Fidelity Investments Fidelity Freedom Index 2060 Fund - Institutional Premium Class	Other securities	—	—	$2.5M	1.0%
Fidelity Investments Fidelity Freedom Index 2015 Fund - Institutional Premium Class	Other securities	—	—	$2.2M	1.0%
Vanguard Federal Money Market Fund Investor Shares	Cash / Money Market	—	—	$2.2M	0.9%
Diversified Fund Advisors DFA Emerging Markets Core Equity 2 Portfolio Institutional Class	Other securities	—	—	$889K	0.4%
American Funds American Funds EUPAC R6	Other securities	—	—	$802K	0.3%
Fidelity Investments Fidelity Freedom Index 2065 Fund - Institutional Premium Class	Other securities	—	—	$747K	0.3%
Fidelity Investments Fidelity Small Cap Index Fund	Other securities	—	—	$695K	0.3%
MassMutual Mid Cap Growth Fund Class I	Other securities	—	—	$637K	0.3%
Fidelity Investments Fidelity Freedom Index 2070 Fund - Institutional Premium Class *** 959 * Fidelity Investments Fidelity Freedom Index Income Fund - Institutional Premium Class	Other securities	—	—	$591K	0.3%
Fidelity Investments Fidelity Mid Cap Index Fund	Other securities	—	—	$584K	0.2%
Brokerage Securities Participant-Directed Brokerage Accounts	Other securities	—	—	$584K	0.2%
PIMCO Income Fund Institutional Class	Other securities	—	—	$529K	0.2%
Fidelity Investments Fidelity Freedom Index 2010 Fund - Institutional Premium Class	Other securities	—	—	$478K	0.2%
MFS Mid Cap Value Fund Class R6	Other securities	—	—	$473K	0.2%
Cohen & Steers Cohen & Steers Real Estate Securities Fund Z	Other securities	—	—	$158K	<0.1%
Invesco International Small-Mid Company Fund Class R6	Other securities	—	—	$111K	<0.1%