Original filing (PDF)20251014130131NAL0002834929001

ADVENT HOME MEDICAL

Name: ADVENT HOME MEDICAL — ADVENT HOME MEDICAL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ADVENT HOME MEDICAL

Form 5500

FILING_RECEIVED

ADVENT HOME MEDICAL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

Possibly inadequate fidelity bond26% in single holding

Active participants

204

Accounts w/ balance

294

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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

Above-average plan

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

Fidelity bond appears below the 10%-of-assets requirement.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVENT HOME MEDICAL.

Plan sponsor

Name

ADVENT HOME MEDICAL

EIN

20-1137393

Address

1535 HIGHWOOD E · PONTIAC, MI · 483401234

Phone

(586) 612-9206

Industry

Real Estatesee 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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEVELIZED COMPENSATION ADVISOR	—	—	INVESTMENT ADVISORY	$25K	—

Investments

28 direct securities· $6.1M(100% of reported assets)

Other securities

$6.0M

26 holdings

Bonds / Notes

$99K

1 holding

Cash / Money Market

$14K

1 holding

					% of plan
Vanguard Target Retirement 2045 Fund	Other securities	—	—	$1.5M	25.5%
Vanguard Target Retirement 2035 Fund	Other securities	—	—	$1.1M	17.6%
Vanguard Target Retirement 2040 Fund	Other securities	—	—	$887K	14.6%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$656K	10.8%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$459K	7.6%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$217K	3.6%
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$180K	3.0%
Vanguard Target Retirement 2020 Fund	Other securities	—	—	$174K	2.9%
Fidelity 500 Index	Other securities	—	—	$155K	2.5%
Vanguard Target Retirement 2060 Fund	Other securities	—	—	$136K	2.2%
Participant loans Interest rates from 4.25% to 10.5% -	Bonds / Notes	—	—	$99K	1.6%
JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$91K	1.5%
Vanguard Growth Index Fund Admiral Shares	Other securities	—	—	$81K	1.3%
American Funds American Funds American Balanced Fund Class R-5E	Other securities	—	—	$77K	1.3%
Vanguard Total International Stock Index Fund Admiral Shares	Other securities	—	—	$52K	0.9%
Fidelity Advisor Small Cap I	Other securities	—	—	$49K	0.8%
Vanguard Target Retirement 2065 Fund	Other securities	—	—	$35K	0.6%
Vanguard Windsor II Fund Admiral Shares	Other securities	—	—	$28K	0.5%
John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class R6	Other securities	—	—	$15K	0.2%
Fidelity Government Money Market	Cash / Money Market	—	—	$14K	0.2%
Macquarie Asset Management Macquarie Mid Cap Growth Fund Class R6	Other securities	—	—	$12K	0.2%
Fidelity Advisor International Small Cap Fund Class Z	Other securities	—	—	$7K	0.1%
Vanguard Target Retirement Income Fund	Other securities	—	—	$7K	0.1%
Lord Abbett Lord Abbett High Yield Fund Class R6	Other securities	—	—	$6K	0.1%
Guggenheim Investments Guggenheim Total Return Bond Fund Institutional Class	Other securities	—	—	$6K	<0.1%
Vanguard Target Retirement 2070 Fund	Other securities	—	—	$6K	<0.1%
BlackRock Equity Dividend Fund Institutional Shares	Other securities	—	—	$4K	<0.1%
Dodge & Cox Dodge & Cox International Stock Fund Class I	Other securities	—	—	$3K	<0.1%