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Original filing (PDF)20251013103013NAL0000488099001
EXTENDED CARE HOSPITAL OF WESTMINSTER
Form 5500
FILING_RECEIVED
EXTENDED CARE HOSPITAL OF WESTMINSTER 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
27% in single holding9 service providers
Active participants
127
Accounts w/ balance
194
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T Rowe Retirement T Rowe Retirement 2020" is 27% of plan.
Helping the score
- Below-peer total fees (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXTENDED CARE HOSPITAL OF WESTMINSTER.
Plan sponsor
Name
EXTENDED CARE HOSPITAL OF WESTMINSTER
EIN
95-3139953
Address
206 HOSPITAL CIRCLE · WESTMINSTER, CA · 92683
Phone
(714) 345-2159
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAS PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORDKEEPER | $12K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| JOHN HANCOCK FUNDS | 04-3483032 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| ALGER | — | BOSTON, MA | NONE | $0 | — |
Investments
18 direct securities · 1 pooled fund· $4.0M(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
$3.8M
18 holdings
Common Collective Trust
$140K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Retirement T Rowe Retirement 2020 | — | — | — | $1.1M | 26.7% | |
| T Rowe Retirement T Rowe Retirement 2030 | — | — | — | $776K | 19.5% | |
| T Rowe Retirement T Rowe Retirement 2025 | — | — | — | $490K | 12.3% | |
| T Rowe Retirement T Rowe Retirement 2035 | — | — | — | $405K | 10.2% | |
| T Rowe Retirement T Rowe Retirement 2045 | — | — | — | $173K | 4.4% | |
| T Rowe Retirement T Rowe Retirement 2040 | — | — | — | $168K | 4.2% | |
| M FS M FS Conservative Allocation ** 396 M FS M FS Aggressive Growth All Fund ** 407 Ishares S&P 500 Index K | — | — | — | $153K | 3.9% | |
| T Rowe Retirement T Rowe Retirement 2015 | — | — | — | $141K | 3.5% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $140K | 3.5% | |
| T Rowe Retirement T Rowe Retirement 2055 | — | — | — | $100K | 2.5% | |
| T Rowe Retirement T Rowe Retirement 2060 | — | — | — | $88K | 2.2% | |
| T Rowe Retirement T Rowe Retirement 2010 | — | — | — | $77K | 1.9% | |
| T Rowe Retirement T Rowe Retirement 2050 | — | — | — | $58K | 1.5% | |
| Participants Loans 4.25%- 9.50% - | — | — | — | $48K | 1.2% | |
| T Rowe Retirement T Rowe Retirement 2065 | — | — | — | $41K | 1.0% | |
| T Rowe Retirement T Rowe Retirement 2005 | — | — | — | $36K | 0.9% | |
| Vanguard Small Cap Index | — | — | — | $8K | 0.2% | |
| T Rowe Retirement T Rowe Price Govt M oney Inv ** 436 American Funds American Funds Balanced | — | — | — | $3K | <0.1% | |
| American Funds American Funds American M utual ** 414 American Funds American New Prospective | — | — | — | $2K | <0.1% |