· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADVANTAGE HEALTH SYSTEMS — ADVANTAGE HEALTH SYSTEMS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611133254NAL0012259123001
ADVANTAGE HEALTH SYSTEMS
Form 5500-SF
FILING_RECEIVED
ADVANTAGE HEALTH SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
82
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADVANTAGE HEALTH SYSTEMS
.
Find decision makers
Plan sponsor
Name
ADVANTAGE HEALTH SYSTEMS
EIN
20-2546038
Address
9663 TIERRA GRANDE ST · STE 101 · SAN DIEGO, CA · 92126
Phone
(858) 433-0469
Industry
Health Care & Social Assistance
see 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
2025-06-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
DELAWARE VALLEY COMFORT AT HOME, LLC
DELAWARE VALLEY COMFORT AT HOME 401(K) PROFIT SHARING PLAN
$3.1M · 117 participants
PROGRESSIVE REHAB, INC.
PROGRESSIVE REHABILITATION, INC. 401(K) PLAN
$3.1M · 17 participants
SERENITY HOSPICE AND HOME
SERENITY HOSPICE AND HOME 401(K) PLAN
$3.1M · 50 participants
HOSPICE OF LAKE CUMBERLAND
HOSPICE OF LAKE CUMBERLAND 401(K) PLAN
$3.1M · 65 participants
TEXAS TOTAL CARE, INC.
TEXAS TOTAL CARE 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 43 participants
HOSPICE OF HUMBOLDT, INC.
HOSPICE OF HUMBOLDT 403(B) PLAN
$3.1M · 83 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
