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Original filing (PDF)20251015190037NAL0010865538001
RIDGECREST REGIONAL HOSPITAL
Form 5500
FILING_RECEIVED
RIDGECREST REGIONAL HOSPITAL SPECIAL CONTRIBUTORY TSA PENSION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
773
Accounts w/ balance
747
Plan assets (EOY)
$49.5M
Net assets (EOY)
$49.5M
How this plan invests
This plan
66 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIDGECREST REGIONAL HOSPITAL.
Plan sponsor
Name
RIDGECREST REGIONAL HOSPITAL
EIN
95-2082686
Address
1081 N CHINA LAKE BLVD · RIDGECREST, CA · 93555
Phone
(760) 499-3050
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
NATIONAL BENEFIT SERCICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BAERG & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPITAL INVESTMENTS | — | OMAHA, NE | ADVISORY | $56K | — |
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES, LLC | — | WEST JORDAN, UT | THIRD PARTY ADMINISTRATOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | PROVIDER | $153K | — |
Investments
66 direct securities· $49.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellington Investor Fund Mutual Fund | — | — | — | $8.7M | 17.5% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $2.6M | 5.3% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $2.6M | 5.2% | |
| American Funds Growth Fund of Amer R6 Mutual Fund | — | — | — | $2.2M | 4.4% | |
| Federated Hermes Government Obligations Money Market Mutual Fund | — | — | — | $2.1M | 4.2% | |
| Vanguard Instl Total Stock Market Idx Fund Mutual Fund | — | — | — | $1.9M | 3.8% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $1.7M | 3.4% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $1.6M | 3.3% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $1.6M | 3.3% | |
| Vanguard Dividend Growth Inv Mutual Fund | — | — | — | $1.6M | 3.2% | |
| DoubleLine Core Fixed Income Fund Mutual Fund | — | — | — | $1.4M | 2.8% | |
| Vanguard Wellesley Income Fund Admiral Mutual Fund | — | — | — | $1.1M | 2.3% | |
| Notes receivable from participants maturing September 2023 through | — | — | — | $1.1M | 2.3% | |
| Vanguard Equity-Income Adm Mutual Fund | — | — | — | $1.1M | 2.2% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $923K | 1.9% | |
| DFA US Targeted Value Portfolio Mutual Fund | — | — | — | $911K | 1.8% | |
| DFA US Small Cap Portfolio Mutual Fund | — | — | — | $825K | 1.7% | |
| TIAA-CREF Large-Cap Growth Index Mutual Fund | — | — | — | $813K | 1.6% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $799K | 1.6% | |
| Victory Government Securities Fund Mutual Fund ** 86 Victory Core Plus Intermediate Bond R6 Mutual Fund | — | — | — | $781K | 1.6% | |
| Vanguard Strategic Equity Fund Mutual Fund | — | — | — | $781K | 1.6% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $753K | 1.5% | |
| Macquarie Mdcp Grwth Fund - Institutional Mutual Fund ** 13 Metwest Ultra Shrt Bd I Mutual Fund | — | — | — | $730K | 1.5% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $681K | 1.4% | |
| Putnam Large Cap Value Y Mutual Fund | — | — | — | $661K | 1.3% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $653K | 1.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $620K | 1.3% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $578K | 1.2% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $547K | 1.1% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $531K | 1.1% | |
| JPMorgan U.S. Treasury Plus Money Market Money Market Mutual Fund | — | — | — | $525K | 1.1% | |
| American Funds Capital World Gr & Inc R6 Mutual Fund | — | — | — | $521K | 1.1% | |
| Blackrock Health Sciences Oppr Inst Mutual Fund | — | — | — | $508K | 1.0% | |
| DFA Real Estate Securities Portfolio Mutual Fund | — | — | — | $479K | 1.0% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $430K | 0.9% | |
| Franklin Utilities Fund Advisor Class Mutual Fund | — | — | — | $376K | 0.8% | |
| Emerald Growth Institutional Mutual Fund | — | — | — | $328K | 0.7% | |
| Vanguard Explorer Admiral Mutual Fund | — | — | — | $303K | 0.6% | |
| Vanguard Short-Term Investment-Grade Admiral Mutual Fund | — | — | — | $295K | 0.6% | |
| Vanguard International Value Investment Mutual Fund | — | — | — | $270K | 0.5% | |
| Fidelity Advisor Energy I Mutual Fund | — | — | — | $241K | 0.5% | |
| DFA Intermediate Govt Fixed Income Portfolio Mutual Fund | — | — | — | $230K | 0.5% | |
| Vanguard Target Retirement Inc Mutual Fund | — | — | — | $223K | 0.5% | |
| Vanguard High Yield Corporate Admiral Mutual Fund | — | — | — | $218K | 0.4% | |
| AQR Large Cap Defensive Style I Fund Mutual Fund | — | — | — | $210K | 0.4% | |
| Vanguard Commodity Strategy Admiral Mutual Fund | — | — | — | $207K | 0.4% | |
| Invesco Equally-Weighted S&P 500 Mutual Fund | — | — | — | $190K | 0.4% | |
| DFA International Small Company Portfolio Mutual Fund | — | — | — | $138K | 0.3% | |
| AB Large Cap Growth A Fund Mutual Fund | — | — | — | $124K | 0.3% | |
| Allspring Pecious Metals Inst Fund Mutual Fund | — | — | — | $110K | 0.2% | |
| Franklin Gold and Precious Metals Fund Adv Mutual Fund | — | — | — | $104K | 0.2% | |
| Gabelli Gold Fund Inst Mutual Fund | — | — | — | $95K | 0.2% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $80K | 0.2% | |
| Vanguard Information Technology Idx Adm Mutual Fund | — | — | — | $64K | 0.1% | |
| DFA Emerging Markets Core Equity Mutual Fund | — | — | — | $60K | 0.1% | |
| Victory Global Energy Transition Fund Class Y Mutual Fund | — | — | — | $49K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund Mutual Fund | — | — | — | $46K | <0.1% | |
| DFA Global Allocation 25/75 I Fund Mutual Fund | — | — | — | $40K | <0.1% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $33K | <0.1% | |
| DFA International Core Equity I Mutual Fund | — | — | — | $25K | <0.1% | |
| DFA International Large Cap Growth Mutual Fund | — | — | — | $25K | <0.1% | |
| T. Rowe Price Science and Technology Fund Mutual Fund | — | — | — | $24K | <0.1% | |
| DFA Global Real Estate Securities Portfolio Mutual Fund | — | — | — | $21K | <0.1% | |
| DFA International Value Portfolio Mutual Fund | — | — | — | $8K | <0.1% | |
| Invesco Gold & Special Minerals Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Short-Term Federal Admiral Mutual Fund | — | — | — | $6K | <0.1% |