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Original filing (PDF)20250909092506NAL0020047281001
AVASURE OPCO HOLDINGS, INC.
Form 5500
FILING_RECEIVED
AVASURE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
244
Accounts w/ balance
266
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVASURE OPCO HOLDINGS, INC..
Plan sponsor
Name
AVASURE OPCO HOLDINGS, INC.
EIN
20-3347607
Address
5801 SAFETY DRIVE NE · BELMONT, MI · 49306
Phone
(616) 301-0129
Industry
Manufacturingsee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOLINKA VANNOORD & COMPANY, PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS | 84-4826355 | — | RIA | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $18K | — |
Investments
26 direct securities · 1 pooled fund· $18.2M(99% 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
$18.1M
26 holdings
Common Collective Trust
$69K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Blend 2030 Fund Class K6 # | — | — | — | $3.2M | 17.4% | |
| Fidelity Investments Fidelity Freedom Blend 2045 Fund Class K6 # | — | — | — | $2.4M | 13.2% | |
| Fidelity Investments Fidelity Freedom Blend 2035 Fund Class K6 # | — | — | — | $2.2M | 11.7% | |
| Fidelity Investments Fidelity Freedom Blend 2050 Fund Class K6 # | — | — | — | $2.1M | 11.5% | |
| Fidelity Investments Fidelity Freedom Blend 2040 Fund Class K6 # | — | — | — | $2.0M | 10.8% | |
| Fidelity Investments Fidelity Freedom Blend 2055 Fund Class K6 # | — | — | — | $1.5M | 8.2% | |
| Fidelity Investments Fidelity 500 Index Fund # | — | — | — | $1.4M | 7.8% | |
| Fidelity Investments Fidelity Freedom Blend 2060 Fund Class K6 # | — | — | — | $1.1M | 6.0% | |
| American Century Investments American Century Ultra® Fund R6 Class # | — | — | — | $509K | 2.8% | |
| Fidelity Investments Fidelity Freedom Blend 2070 Fund Class K6 # 71 * Fidelity Investments Fidelity Freedom Blend 2065 Fund Class K6 # | — | — | — | $261K | 1.4% | |
| Fidelity Investments Fidelity Freedom Blend 2025 Fund Class K6 # | — | — | — | $238K | 1.3% | |
| MFS International Diversification Fund Class R6 # | — | — | — | $210K | 1.1% | |
| Putnam Investments Putnam Large Cap Value Fund Class R6 # | — | — | — | $164K | 0.9% | |
| JP Morgan JPMorgan Mid Cap Growth Fund Class R6 # | — | — | — | $122K | 0.7% | |
| Fidelity Investments Fidelity Total Bond K6 Fund # | — | — | — | $107K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund # | — | — | — | $88K | 0.5% | |
| Fidelity Investments Fidelity International Index Fund # | — | — | — | $84K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index Fund # | — | — | — | $72K | 0.4% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $69K | 0.4% | |
| _i!!l Party (c) Description of Investment Cost Value PIMCO Income Fund Institutional Class # | — | — | — | $68K | 0.4% | |
| Fidelity Investments Fidelity Government Money Market Fund Class K6 # | — | — | — | $63K | 0.3% | |
| Alliance Bernstein AB Small Cap Growth Portfolio Class Z # | — | — | — | $58K | 0.3% | |
| JP Morgan Undiscovered Managers Behavioral Value Fund Class R6 # | — | — | — | $53K | 0.3% | |
| Fidelity Investments Fidelity Freedom Blend 2020 Fund Class K6 # | — | — | — | $53K | 0.3% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund # | — | — | — | $31K | 0.2% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 # | — | — | — | $20K | 0.1% | |
| Baird Short-Term Bond Fund Institutional Class # | — | — | — | $13K | <0.1% |