Original filing (PDF)20250917082402NAL0000275104001

AFFORDABLE HOME HEALTH CARE LLC

Name: AFFORDABLE HOME HEALTH CARE LLC — AFFORDABLE HOME HEALTH CARE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: AFFORDABLE HOME HEALTH CARE LLC

Form 5500

FILING_RECEIVED

AFFORDABLE HOME HEALTH CARE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

412

Accounts w/ balance

204

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

How this plan invests

This plan

44 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Decision-maker contacts

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

Plan sponsor

Name

AFFORDABLE HOME HEALTH CARE LLC

EIN

20-4300403

Address

800 YARD ST · SUITE 300 · GRANDVIEW, OH · 43212

Phone

(614) 866-8158

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

2025-09-17

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	PLAN ADVISOR	$39K	—

Investments

44 direct securities· $11.2M(100% of reported assets)

Other securities

$11.0M

41 holdings

Cash / Money Market

$86K

2 holdings

Bonds / Notes

$86K

1 holding

					% of plan
American Century Ultra (R) R6 Mutual Fund	Other securities	—	—	$2.9M	29.5%
American Funds 2050 Target Date Fund R6 Mutual Fund	Other securities	—	—	$1.3M	13.1%
American Funds 2045 Target Date Fund R6 Mutual Fund	Other securities	—	—	$1.0M	10.6%
American Century Ultra (R) R6 Mutual Fund	Other securities	—	$2.9M	$965K	10.0%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$766K	7.9%
American Funds New Perspective R6 Mutual Fund	Other securities	—	—	$492K	5.1%
American Funds 2035 Target Date Fund R6 Mutual Fund	Other securities	—	—	$433K	4.5%
American Funds 2055 Target Date Fund R6 Mutual Fund	Other securities	—	—	$427K	4.4%
American Funds American Balanced R6 Mutual Fund	Other securities	—	—	$321K	3.3%
American Funds 2030 Target Date Fund R6 Mutual Fund	Other securities	—	—	$306K	3.2%
American Funds American Mutual R6 Mutual Fund	Other securities	—	—	$255K	2.6%
American Funds 2060 Target Date Fund R6 Mutual Fund	Other securities	—	—	$249K	2.6%
American Funds 2050 Target Date Fund R6 Mutual Fund	Other securities	—	$1.3M	$231K	2.4%
American Funds 2045 Target Date Fund R6 Mutual Fund	Other securities	—	$1.0M	$194K	2.0%
American Funds Capital Income Builder R6 Mutual Fund	Other securities	—	—	$188K	1.9%
American Funds Smallcap World R6 Mutual Fund	Other securities	—	—	$152K	1.6%
Fidelity 500 Index Mutual Fund	Other securities	—	$766K	$139K	1.4%
American Funds 2025 Target Date Fund R6 Mutual Fund	Other securities	—	—	$128K	1.3%
Notes receivable from participants Interest rate: low: 4.50%, high: 9.50%	Bonds / Notes	—	—	$86K	0.9%
similar party investment value * American Funds U.S. Government Money Market R6 Money Market Fund	Cash / Money Market	—	$83K	$83K	0.9%
American Funds Bond Fund of America R6 Mutual Fund	Other securities	—	—	$71K	0.7%
American Funds New Perspective R6 Mutual Fund	Other securities	—	$492K	$68K	0.7%
American Funds 2040 Target Date Fund R6 Mutual Fund	Other securities	—	$433K	$61K	0.6%
American Funds 2055 Target Date Fund R6 Mutual Fund	Other securities	—	$427K	$57K	0.6%
American Funds 2035 Target Date Fund R6 Mutual Fund	Other securities	—	$433K	$51K	0.5%
American Funds 2065 Target Date Fund R6 Mutual Fund	Other securities	—	—	$44K	0.5%
American Funds 2060 Target Date Fund R6 Mutual Fund	Other securities	—	$249K	$42K	0.4%
American Funds 2030 Target Date Fund R6 Mutual Fund	Other securities	—	$306K	$35K	0.4%
American Funds International Growth and Income R6 Mutual Fund	Other securities	—	—	$34K	0.4%
American Funds American Balanced R6 Mutual Fund	Other securities	—	$321K	$24K	0.3%
American Funds American Mutual R6 Mutual Fund	Other securities	—	$255K	$24K	0.2%
Clearbridge International Growth IS Mutual Fund	Other securities	—	—	$21K	0.2%
PIMCO Income Intuitional Mutual Fund	Other securities	—	—	$17K	0.2%
American Funds Smallcap World R6 Mutual Fund	Other securities	—	$152K	$11K	0.1%
American Funds Capital Income Builder R6 Mutual Fund	Other securities	—	$188K	$9K	<0.1%
American Funds 2025 Target Date Fund R6 Mutual Fund	Other securities	—	$128K	$9K	<0.1%
American Funds 2020 Target Date Fund R6 Mutual Fund	Other securities	—	—	$6K	<0.1%
American Funds 2065 Target Date Fund R6 Mutual Fund	Other securities	—	$44K	$4K	<0.1%
American Funds 2015 Target Date Fund R6 Mutual Fund	Other securities	—	$3K	$3K	<0.1%
American Funds U.S. Government Money Market R6 Money Market Fund $48.77 -$3,120.78 $0.00 #N/A	Cash / Money Market	—	—	$3K	<0.1%
American Funds 2010 Target Date Fund R6 Mutual Fund	Other securities	—	—	$3K	<0.1%
Clearbridge International Growth IS Mutual Fund	Other securities	—	$21K	$2K	<0.1%
American Funds Bond Fund of America R6 Mutual Fund	Other securities	—	$71K	$2K	<0.1%
American Funds International Growth and Income R6 Mutual Fund	Other securities	—	$34K	$1K	<0.1%