Original filing (PDF)20250910092529NAL0021035153001

ST. JOHN'S COMMUNITY HEALTH

Name: ST. JOHN'S COMMUNITY HEALTH — ST. JOHN'S COMMMUNITY HEALTH 403(B) PLAN, Form 5500 (2024)
Creator: ST. JOHN'S COMMUNITY HEALTH

Form 5500

FILING_RECEIVED

ST. JOHN'S COMMMUNITY HEALTH 403(B) PLAN

401(k) retirement plan

Active participants

1,118

Accounts w/ balance

498

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.5M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

Knocking points off

67 bps in Schedule C fees — 132% above peer band of 29 bps.
Only 45% as many balances as active participants — suggests many active employees aren't deferring.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. JOHN'S COMMUNITY HEALTH.

Plan sponsor

Name

ST. JOHN'S COMMUNITY HEALTH

EIN

95-4067758

Address

808 WEST 58TH STREET · LOS ANGELES, CA · 90037

Phone

(323) 541-1600

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

2025-09-10

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

KIECKHAFER SCHIFFER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$39K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS LLC	—	SANTA BARBARA, CA	INVESTMENT ADVISOR	$50K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$10K	—

Investments

27 direct securities· $13.6M(93% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index	—	—	—	$2.1M	14.5%
MFS Lifetime 2035 R6	—	—	—	$2.0M	13.4%
MFS Lifetime 2050 R6	—	—	—	$1.3M	9.1%
MFS Lifetime 2045 R6	—	—	—	$1.1M	7.3%
MFS Lifetime 2055 R6	—	—	—	$961K	6.6%
MFS Lifetime 2040 R6	—	—	—	$858K	5.9%
MFS Lifetime 2030 R6	—	—	—	$826K	5.6%
MFS Lifetime Income R6	—	—	—	$509K	3.5%
MFS Lifetime 2060 R6	—	—	—	$447K	3.1%
MFS Lifetime 2025 R6	—	—	—	$440K	3.0%
Fidelity Global Ex U.S. Index	—	—	—	$431K	2.9%
Investment contract * Empower Annuity Insurance Company of America Guaranteed Interest Fund	—	—	—	$372K	2.5%
Participant notes receivable Interest rates ranging from 4.25% to 9.50%, maturing through 2032	—	—	—	$323K	2.2%
Fidelity U.S. Bond Index	—	—	—	$309K	2.1%
JP Morgan Large Cap Growth R6	—	—	—	$276K	1.9%
Fidelity Mid Cap Index	—	—	—	$264K	1.8%
Putnam Dynamic Asset Allocation Growth R6	—	—	—	$258K	1.8%
Empower International Value Instl	—	—	—	$187K	1.3%
Fidelity Small Cap Index	—	—	—	$150K	1.0%
Fidelity Real Estate Index Institutional	—	—	—	$150K	1.0%
American Century Small Cap Growth R6	—	—	—	$114K	0.8%
Putnam Large Cap Value R6	—	—	—	$80K	0.5%
Empower T. Rowe Price Mid Cap GR Inst	—	—	—	$68K	0.5%
PIMCO Income Instl	—	—	—	$46K	0.3%
American Century Mid Cap Value R6	—	—	—	$40K	0.3%
Franklin Templeton Investments Small Cap Growth R6	—	—	—	$23K	0.2%
Fidelity Advisor Total Bond Z	—	—	—	$13K	<0.1%