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Original filing (PDF)20251001111736NAL0005895043001
CITY OF HOPE NATIONAL MEDICAL CENTER
Form 5500
FILING_RECEIVED
CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
637
Accounts w/ balance
905
Plan assets (EOY)
$218.0M
Net assets (EOY)
$218.0M
How this plan invests
This plan
1 pooled trust
Schedule D
40 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
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
002
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)
No Schedule C providers reportedInvestments
39 direct securities · 1 pooled fund· $218.0M(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
$216.6M
39 holdings
Pooled Separate Account
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $38.5M | 17.6% | |
| TIAA Traditional Nonbenefit Responsive | — | — | — | $20.4M | 9.4% | |
| CREF Stock R2 | — | — | — | $18.3M | 8.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $13.2M | 6.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $12.9M | 5.9% | |
| Vanguard Federal Money Market Fund | — | — | — | $11.0M | 5.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $8.2M | 3.8% | |
| MFS Growth Fund R6 | — | — | — | $8.1M | 3.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $8.0M | 3.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $7.3M | 3.4% | |
| CREF Growth R2 | — | — | — | $6.7M | 3.1% | |
| Baird Core Plus Institutional | — | — | — | $5.7M | 2.6% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $5.6M | 2.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $5.3M | 2.5% | |
| CREF Equity Index R2 | — | — | — | $4.2M | 1.9% | |
| MFS Value Fund R6 | — | — | — | $3.7M | 1.7% | |
| Victory Sycamore Established Value Fund R6 | — | — | — | $3.5M | 1.6% | |
| CREF Social Choice R2 | — | — | — | $3.2M | 1.5% | |
| Vanguard Small Cap Index Fund I | — | — | — | $3.1M | 1.4% | |
| Parnassus Core Equity Fund Institutional | — | — | — | $2.7M | 1.2% | |
| JPMorgan JPMorganMid Cap Growth Fund R6 | — | — | — | $2.7M | 1.2% | |
| Vanguard Mid Cap Index Fund I | — | — | — | $2.5M | 1.2% | |
| Fidelity Inflation Protected Bond Index Fund | — | — | — | $2.5M | 1.2% | |
| CREF Global Equities R2 | — | — | — | $2.2M | 1.0% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $2.1M | 1.0% | |
| CREF Core Bond R2 | — | — | — | $1.7M | 0.8% | |
| Prudential PGIM Global Real Estate Fund R6 | — | — | — | $1.7M | 0.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.6M | 0.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.5M | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.4M | 0.6% | |
| CREF Money Market R2 | — | — | — | $1.4M | 0.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.3M | 0.6% | |
| Vanguard Small Cap Value Index Fund Admiral | — | — | — | $1.1M | 0.5% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $1.1M | 0.5% | |
| Dimensional DFA Emerging Market Core Equity Portfolio I | — | — | — | $1.0M | 0.5% | |
| Vanguard Small Cap Growth Index Fund Admiral | — | — | — | $1.0M | 0.5% | |
| Fidelity International Index Fund | — | — | — | $900K | 0.4% | |
| Hartford World Bond Fund R6 | — | — | — | $373K | 0.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $134K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $53K | <0.1% |