How big is St. John's Community Health's plan?

St. John's Community Health's plan reported $14.6M in assets and 1,118 participants for 2024.

Original filing (PDF)20250910092529NAL0021035153001

St. John's Community Health

Name: St. John's Community Health — St. John's Commmunity, Form 5500 (2024)
Creator: St. John's Community Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

St. John's Commmunity Health 403(b) Plan

401(k) retirement plan · St. John's Community Health's St. John's Commmunity Health 403(b) Plan held $14.6M in plan assets for 1,118 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,118

Accounts w/ balance

498

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.5M

Plan identifiers

St. John's Community Health's EIN is 95-4067758.

EIN 95-4067758

Plan number 002

Plan year 2024

ACK ID 20250910092529NAL0021035153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for St. John's Community Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

St. John's Community Health's plan includes a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. JOHN'S COMMUNITY HEALTH.

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

ST. JOHN'S COMMUNITY HEALTH

EIN

all filings

Address

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

Phone

(323) 541-1600

Industry

Health Care & Social Assistance

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)

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	—
EMPOWER ADVISORY GROUP LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS LLC

Investments

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

Mutual Funds

$10.1M

19 holdings

Common Collective Trusts

$2.1M

1 holding

Other securities

$686K

5 holdings

Common Stocks

$372K

1 holding

Bonds / Notes

$323K

1 holding

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