How big is Vancrest Management Corp.'s plan?

Vancrest Management Corp.'s plan reported $20.6M in assets and 1,799 participants for 2024.

Original filing (PDF)20251125085852NAL0001624083001

Vancrest Management Corp.

Name: Vancrest Management Corp. — Vancrest Health Care, Form 5500 (2024)
Creator: Vancrest Management Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vancrest Health Care Center 401(k) Plan

401(k) retirement plan · Vancrest Management Corp.'s Vancrest Health Care Center 401(k) Plan held $20.6M in plan assets for 1,799 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Late filing · 0.3 moLate participant contributions

Active participants

1,799

Accounts w/ balance

1,387

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

People on this filing

Mark McCleery signed Vancrest Management Corp.'s 2024 Form 5500 as plan administrator.

Mark McCleery — 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

Vancrest Management Corp.'s EIN is 20-0008018.

EIN 20-0008018

Plan number 001

Plan year 2024

ACK ID 20251125085852NAL0001624083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vancrest Management Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vancrest Management Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VANCREST MANAGEMENT CORP..

Finding similar companies…

How this plan invests

This plan

32 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

Filed 0.3 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 310K (13% of contributions).
Total administrative cost in the bottom quartile of peers (19th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

VANCREST MANAGEMENT CORP.

EIN

all filings

Address

120 W. MAIN STREET, SUITE 200 · VAN WERT, OH · 45891

Phone

(419) 238-0715

Industry

Health Care & Social Assistance

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

2025-11-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$57K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$45K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KMG FIDUCIARY PARTNERS LLC

Investments

32 direct securities· $19.2M(93% of reported assets)

Mutual Funds

$17.5M

19 holdings

Common Collective Trusts

$842K

5 holdings

Other securities

$575K

6 holdings

Bonds / Notes

$213K

1 holding

U.S. Treasuries

$66K

1 holding

					% of plan
FID FREEDOM 2045 K6 Mutual fund	Mutual Funds	—	—	$3.9M	18.9%
FID FREEDOM 2040 K6 Mutual fund	Mutual Funds	—	—	$2.7M	13.0%
FID FREEDOM 2050 K6 Mutual fund	Mutual Funds	—	—	$2.7M	12.9%
FID FREEDOM 2030 K6 Mutual fund	Mutual Funds	—	—	$2.0M	9.6%
FID FREEDOM 2035 K6 Mutual fund	Mutual Funds	—	—	$1.7M	8.4%
FID FREEDOM 2055 K6 Mutual fund	Mutual Funds	—	—	$1.5M	7.2%
FID FREEDOM 2020 K6 Mutual fund	Mutual Funds	—	—	$973K	4.7%
FID FREEDOM 2060 K6 Mutual fund	Mutual Funds	—	—	$558K	2.7%
FID 500 INDEX Mutual fund	Common Collective Trusts	—	—	$440K	2.1%
FID FREEDOM 2065 K6 Mutual fund	Mutual Funds	—	—	$415K	2.0%
JPM US EQUITY R6 Mutual fund	Other securities	—	—	$346K	1.7%
FID BLUE CHIP GR K6 Mutual fund	Mutual Funds	—	—	$332K	1.6%
FID TOTAL BOND K6 Mutual fund	Mutual Funds	—	—	$272K	1.3%
Participant notes Interest rates ranging from 4.25% - $-	Bonds / Notes	—	—	$213K	1.0%
FID EQUITY INCOME K6 Mutual fund	Mutual Funds	—	—	$206K	1.0%
FID GLB EX US IDX Mutual fund	Common Collective Trusts	—	—	$201K	1.0%
FID GOVT MMKT K6 Mutual fund	Mutual Funds	—	—	$165K	0.8%
FID MID CAP IDX Mutual fund	Common Collective Trusts	—	—	$121K	0.6%
GQG Emerging markets EQ R6 Mutual fund	Other securities	—	—	$97K	0.5%
FID FREEDOM 2015 K6 Mutual fund	Mutual Funds	—	—	$70K	0.3%
JPM Govt Bond R6 Mutual fund	U.S. Treasuries	—	—	$66K	0.3%
FID SMALL CAP GR K6 Mutual fund	Mutual Funds	—	—	$63K	0.3%
PIM RAE US SM I Mutual fund	Other securities	—	—	$61K	0.3%
FID SM CAP IDX Mutual fund	Common Collective Trusts	—	—	$61K	0.3%
JH Enterprise N Mutual fund	Other securities	—	—	$43K	0.2%
AS SPL MID CP VAL R6 Mutual fund	Other securities	—	—	$25K	0.1%
FID INTL CAP APPR K6 Mutual fund	Mutual Funds	—	—	$24K	0.1%
FID INFL PR BD IDX Mutual fund	Common Collective Trusts	—	—	$19K	<0.1%
FID FREEDOM INC K6 Mutual fund	Mutual Funds	—	—	$15K	<0.1%
FID FREEDOM 2070 K6 Mutual fund	Mutual Funds	—	—	$6K	<0.1%
FID FREEDOM 2010 K6 Mutual fund	Mutual Funds	—	—	$5K	<0.1%
PIF Real Est SEC R6 Mutual fund	Other securities	—	—	$3K	<0.1%