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Original filing (PDF)20251001111646NAL0014171824001
CITY OF HOPE NATIONAL MEDICAL CENTER
Form 5500
FILING_RECEIVED
CITY OF HOPE NATIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,902
Accounts w/ balance
12,109
Plan assets (EOY)
$450.4M
Net assets (EOY)
$450.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 10 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
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed 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 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | CONTRACT ADMIN | $10K | — |
Investments
39 direct securities · 2 pooled funds· $450.4M(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
$432.0M
39 holdings
Common Collective Trust
$17.1M
1 holding
Pooled Separate Account
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $58.3M | 12.9% | |
| TIAA Traditional Non Benefit-Responsive | — | — | — | $35.4M | 7.9% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $35.4M | 7.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $34.2M | 7.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $31.9M | 7.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $28.9M | 6.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $26.3M | 5.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $23.0M | 5.1% | |
| CREF Stock R2 | — | — | — | $22.2M | 4.9% | |
| MORLEY STABLE VALUE FUND CLASS 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $17.1M | 3.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $14.3M | 3.2% | |
| MFS Growth Fund R6 | — | — | — | $14.2M | 3.2% | |
| Baird Core Plus Institutional | — | — | — | $9.5M | 2.1% | |
| American Funds AF EuroPacific Growth Fund R6 | — | — | — | $9.2M | 2.0% | |
| CREF Growth R2 | — | — | — | $9.1M | 2.0% | |
| CREF Money Market R2 | — | — | — | $8.6M | 1.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $7.6M | 1.7% | |
| MFS Value Fund R6 | — | — | — | $7.3M | 1.6% | |
| Victory Sycamore Established Value Fund Class R6 | — | — | — | $5.3M | 1.2% | |
| Vanguard Small Cap Index Fund Institutional Shares | — | — | — | $5.1M | 1.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $4.9M | 1.1% | |
| CREF Equity Index R2 | — | — | — | $4.9M | 1.1% | |
| Parnassus Core Equity Fund Institutional | — | — | — | $4.7M | 1.0% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $4.3M | 1.0% | |
| Vanguard Mid Cap Index Fund Institutional Shares | — | — | — | $3.6M | 0.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $3.3M | 0.7% | |
| CREF Global Equities R2 | — | — | — | $3.3M | 0.7% | |
| JP Morgan JPMorgan Mid Cap Growth Fund R6 | — | — | — | $2.8M | 0.6% | |
| PGIM Global Real Estate R6 | — | — | — | $2.3M | 0.5% | |
| CREF Social Choice R2 | — | — | — | $1.9M | 0.4% | |
| CREF Core Bond R2 | — | — | — | $1.9M | 0.4% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $1.8M | 0.4% | |
| Dimensional DFA Emerging Markets Core Equity Fund I | — | — | — | $1.5M | 0.3% | |
| Hartford World Bond Fund R6 | — | — | — | $1.5M | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 0.3% | |
| Vanguard Small Cap Growth Index Fund Admiral Shares | — | — | — | $1.1M | 0.2% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $714K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $681K | 0.2% | |
| Fidelity International Index Fund | — | — | — | $496K | 0.1% | |
| Vanguard Federal Money Market Fund Investor Shares | — | — | — | $383K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $97K | <0.1% |