Back to filter
Original filing (PDF)20251001111820NAL0005895347001
CITY OF HOPE NATIONAL MEDICAL CENTER
Form 5500
FILING_RECEIVED
CITY OF HOPE NATIONAL MEDICAL CENTER TAX-DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
9,764
Accounts w/ balance
9,107
Plan assets (EOY)
$864.9M
Net assets (EOY)
$864.9M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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 (0 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITY OF HOPE NATIONAL MEDICAL CENTER.
Plan sponsor
Name
CITY OF HOPE NATIONAL MEDICAL CENTER
EIN
95-1683875
Address
1500 EAST DUARTE ROAD · DUARTE, CA · 91010
Phone
(626) 218-2228
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
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTL OPS | 04-2647786 | — | RECORDKEEPER | $9K | — |
Investments
42 direct securities · 1 pooled fund· $864.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$861.9M
42 holdings
Pooled Separate Account
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $132.0M | 15.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $52.0M | 6.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $50.8M | 5.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $49.3M | 5.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $47.6M | 5.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $44.4M | 5.1% | |
| CREF Stock R2 | — | — | — | $42.2M | 4.9% | |
| MFS Growth Fund R6 | — | — | — | $40.5M | 4.7% | |
| TIAA Traditional Benefit Responsive | — | — | — | $39.5M | 4.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $35.2M | 4.1% | |
| Vanguard Federal Money Market Investor Shares | — | — | — | $34.9M | 4.0% | |
| TIAA Traditional Nonbenefit Responsive | — | — | — | $30.0M | 3.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $29.5M | 3.4% | |
| Baird Core Plus Institutional | — | — | — | $19.0M | 2.2% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $19.0M | 2.2% | |
| MFS Value Fund R6 | — | — | — | $17.7M | 2.0% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $15.8M | 1.8% | |
| Parnassus Core Equity Fund Institutional | — | — | — | $14.7M | 1.7% | |
| CREF Growth R2 | — | — | — | $14.7M | 1.7% | |
| Victory Sycamore Established Value Fund R6 | — | — | — | $12.1M | 1.4% | |
| Vanguard Small Cap Index Fund I | — | — | — | $11.1M | 1.3% | |
| Participants Participant Loans Rates of 4.25% to 9.50% | — | — | — | $10.8M | 1.2% | |
| Vanguard Mid Cap Index Fund I | — | — | — | $10.7M | 1.2% | |
| Fidelity Inflation Protected Bond Index Fund | — | — | — | $10.5M | 1.2% | |
| JPMorgan JPMorganMid Cap Growth Fund R6 | — | — | — | $9.5M | 1.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $7.9M | 0.9% | |
| CREF Equity Index R2 | — | — | — | $7.8M | 0.9% | |
| CREF Global Equities R2 | — | — | — | $6.5M | 0.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $5.2M | 0.6% | |
| PGIM Global Real Estate Fund R6 | — | — | — | $4.6M | 0.5% | |
| CREF Core Bond R2 | — | — | — | $4.6M | 0.5% | |
| Vanguard Small Cap Value Index Fund Admiral | — | — | — | $4.5M | 0.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $4.4M | 0.5% | |
| Vanguard Small Cap Growth Index Fund Admiral | — | — | — | $4.4M | 0.5% | |
| Dimensional DFA Emerging Market Core Equity Portfolio I | — | — | — | $4.1M | 0.5% | |
| CREF Social Choice R2 | — | — | — | $3.8M | 0.4% | |
| Hartford World Bond Fund R6 | — | — | — | $3.7M | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $3.0M | 0.4% | |
| CREF Money Market R2 | — | — | — | $2.4M | 0.3% | |
| Fidelity International Index Fund | — | — | — | $2.2M | 0.3% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $1.8M | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $325K | <0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $53K | <0.1% |