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Original filing (PDF)20251014140934NAL0001476451001
AMERICAN RENAL MANAGEMENT LLC
Form 5500
FILING_RECEIVED
AMERICAN RENAL MANAGEMENT LLC 401(K) PLAN
401(k) retirement plan
Active participants
4,516
Accounts w/ balance
5,360
Plan assets (EOY)
$133.9M
Net assets (EOY)
$133.9M
How this plan invests
This plan
8 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN RENAL MANAGEMENT LLC.
Plan sponsor
Name
AMERICAN RENAL MANAGEMENT LLC
EIN
04-3527505
Address
500 CUMMINGS CENTER · SUITE 6550 · BEVERLY, MA · 01915
Phone
(978) 922-3080
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $885 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | — | SAN FRANCISCO, CA | AUDITOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | — | CHICAGO, IL | CONSULTING | $57K | — |
Investments
24 direct securities · 8 pooled funds· $138.8M(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
$113.8M
24 holdings
Common Collective Trust
$25.0M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2035 Retirement Fund | — | — | — | $15.1M | 11.2% | |
| American Funds Target Date 2030 Retirement Fund | — | — | — | $12.3M | 9.2% | |
| American Funds Target Date 2045 Retirement Fund | — | — | — | $12.2M | 9.1% | |
| American Funds Target Date 2040 Retirement Fund | — | — | — | $11.8M | 8.8% | |
| American Funds Target Date 2025 Retirement Fund | — | — | — | $9.5M | 7.1% | |
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $8.7M | 6.5% | |
| AB US LG GR W CIT G GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $7.6M | 5.7% | |
| American Funds Target Date 2050 Retirement Fund | — | — | — | $7.5M | 5.6% | |
| American Funds Target Date 2055 Retirement Fund | — | — | — | $6.0M | 4.5% | |
| Fidelity Managed Income Portfolio Class 1 | — | — | — | $4.6M | 3.4% | |
| through October 2034 | — | — | — | $4.6M | 3.4% | |
| American Funds Target Date 2020 Retirement Fund | — | — | — | $4.5M | 3.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.3M | 3.2% | |
| American Funds Target Date 2060 Retirement Fund | — | — | — | $3.8M | 2.8% | |
| Vanguard Equity-Income Fund Admiral | — | — | — | $3.6M | 2.7% | |
| Fidelity Total Bond K6 Fund | — | — | — | $3.2M | 2.4% | |
| Janus Henderson Enterprise Fund Class I | — | — | — | $2.9M | 2.2% | |
| MFS Investments International Intrinsic Value Fund R4 | — | — | — | $2.7M | 2.0% | |
| Vanguard Small Cap Value Index Fund Admiral | — | — | — | $2.0M | 1.5% | |
| Fidelity Small Cap Growth K6 Fund | — | — | — | $1.8M | 1.4% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.7M | 1.3% | |
| MFS Investments Mid Cap Value fund Class R4 | — | — | — | $1.5M | 1.1% | |
| American Funds Target Date 2015 Retirement Fund | — | — | — | $1.4M | 1.1% | |
| American Funds EUPAC Growth Fund Class R4 | — | — | — | $1.4M | 1.0% | |
| BR MID CAP EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.2M | 0.9% | |
| BR US DEBT INDEX R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| BlackRock Strategic Income Portfolio Investor A | — | — | — | $716K | 0.5% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $370K | 0.3% | |
| BlackRock Russell 2000 Index Fund R | — | — | — | $370K | 0.3% | |
| American Funds Target Date 2010 Retirement Fund | — | — | — | $344K | 0.3% | |
| Fidelity Money Market Fund Class K6 | — | — | — | $13K | <0.1% | |
| AB US LG GR W CIT G GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 503 | Common Collective Trust | — | — | $0 | <0.1% |