How big is Affiliated Healthcare Systems' plan?

Affiliated Healthcare Systems' plan reported $32.3M in assets and 331 participants for 2024.

Original filing (PDF)20250625150201NAL0004771523003

Affiliated Healthcare Systems

Name: Affiliated Healthcare Systems — Affiliated Healthcar, Form 5500 (2024)
Creator: Affiliated Healthcare Systems
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Affiliated Healthcare Systems Retirement Partnership 401(k) Plan

401(k) retirement plan · Affiliated Healthcare Systems' Affiliated Healthcare Systems Retirement Partnership 401(k) Plan held $32.3M in plan assets for 331 participants in 2024, with Fidelity as recordkeeper.

Active participants

331

Accounts w/ balance

507

Plan assets (EOY)

$32.3M

Net assets (EOY)

$32.3M

People on this filing

John Doyle, NLH VP of Finance signed Affiliated Healthcare Systems' 2024 Form 5500 as plan administrator.

John Doyle, NLH VP of Finance — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Affiliated Healthcare Systems' EIN is 01-0385322.

EIN 01-0385322

Plan number 002

Plan year 2024

ACK ID 20250625150201NAL0004771523003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Affiliated Healthcare Systems from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Affiliated Healthcare Systems' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFILIATED HEALTHCARE SYSTEMS.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

AFFILIATED HEALTHCARE SYSTEMS

EIN

all filings

Address

43 WHITING HILL ROAD · BREWER, ME · 04412

Phone

(207) 973-7868

Industry

Admin Support & Waste Mgmt

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

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INST OPER CO.	04-2647786	CINCINNATI, OH	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$8K	—

Investments

28 direct securities· $32.3M(100% of reported assets)

Mutual Funds

$25.5M

21 holdings

Common Collective Trusts

$4.1M

2 holdings

Stable Value

$1.3M

1 holding

Other securities

$1.2M

3 holdings

Bonds / Notes

$172K

1 holding

					% of plan
Fidelity 500 Index Inst Mutual Fund	Common Collective Trusts	—	—	$3.8M	11.9%
Fidelity Index 2030 IPR Mutual Fund	Mutual Funds	—	—	$3.5M	10.8%
Fidelity Index 2025 IPR Mutual Fund	Mutual Funds	—	—	$3.2M	9.9%
Fidelity Index 2035 IPR Mutual Fund	Mutual Funds	—	—	$3.0M	9.4%
Fidelity Index 2040 IPR Mutual Fund	Mutual Funds	—	—	$2.2M	6.7%
Fidelity Index 2045 IPR Mutual Fund	Mutual Funds	—	—	$2.0M	6.3%
Vanguard Grth Index Inst Mutual Fund	Mutual Funds	—	—	$1.9M	5.9%
Fidelity International Index Premium Mutual Fund	Mutual Funds	—	—	$1.6M	5.1%
Vanguard S&P MC400 IS Mutual Fund	Mutual Funds	—	—	$1.6M	5.0%
Lincoln Stable Value Group Annuity Contract	Stable Value	—	—	$1.3M	4.0%
Fidelity Index 2050 IPR Mutual Fund	Mutual Funds	—	—	$1.1M	3.5%
Fidelity Index 2020 IPR Mutual Fund	Mutual Funds	—	—	$1.1M	3.3%
Fidelity Large Cap Value Index Mutual Fund	Mutual Funds	—	—	$1.0M	3.1%
JPM Core Plus Bnd R6 Mutual Fund	Other securities	—	—	$857K	2.7%
Fidelity Index 2055 IPR Mutual Fund	Mutual Funds	—	—	$700K	2.2%
Fidelity U.S. Bond Index Mutual Fund	Mutual Funds	—	—	$669K	2.1%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$530K	1.6%
Fidelity Puritan Fund Mutual Fund	Mutual Funds	—	—	$449K	1.4%
Fidelity Diversified International K6 Mutual Fund	Mutual Funds	—	—	$418K	1.3%
Fidelity Index 2060 IPR Mutual Fund	Mutual Funds	—	—	$311K	1.0%
Vanguard Small Cap Idx Inst Mutual Fund	Common Collective Trusts	—	—	$248K	0.8%
BrokerageLink Mutual Fund	Other securities	—	—	$179K	0.6%
Notes receivable from participants 4.25%-9.50%; Mature 5/2025-11/2031 -0-	Bonds / Notes	—	—	$172K	0.5%
Fed Mdt Sm Cap Growth Mutual Funds	Other securities	—	—	$156K	0.5%
Fidelity Sm Cap Value Index Mutual Fund	Mutual Funds	—	—	$112K	0.3%
Fidelity Index 2065 IPR Mutual Fund	Mutual Funds	—	—	$29K	<0.1%
Fidelity Infl Pr Bd Index Mutual Fund	Mutual Funds	—	—	$25K	<0.1%
Fidelity Index 2015 IPR Mutual Fund	Mutual Funds	—	—	$11K	<0.1%