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Original filing (PDF)20251014145547NAL0006445650001
OAK PARK NURSING AND REHAB CENTER, LLC
Form 5500
FILING_RECEIVED
ALTERNATIVE CONTINUUM OF CARE, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
540
Accounts w/ balance
169
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
10 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 31% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAK PARK NURSING AND REHAB CENTER, LLC.
Plan sponsor
Name
OAK PARK NURSING AND REHAB CENTER, LLC
EIN
20-5281787
Address
1986 RATHERT ROAD · COTTAGE GROVE, WI · 53527
Phone
(608) 764-3313
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
VRAKAS, S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPNAY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDSTEIN ADVISORS LLC | — | MIDDLETON, WI | INVESTMENT ADVISOR | $14K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | APPLETON, WI | CONTRACT ADMIN | $4K | — |
| RETIREMENT PLAN ALLIANCE | 81-3301116 | RACINE, WI | CONTRACT ADMIN | -$351 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0532243 | GREENWOOD VILLAGE, CO | INVESTMENT MGT. | $584 | — |
Investments
16 direct securities · 10 pooled funds· $5.9M(100% 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.
Common Collective Trust
$5.3M
10 holdings
Uncategorized
$621K
15 holdings
Mutual Funds
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2025 CLI BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $1.3M | 22.1% | |
| AMERICAN CENTURY RD HYBRID 2040 CLI BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $1.2M | 21.0% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $537K | 9.1% | |
| AMERICAN CENTURY RD HYBRID 2045 CLI BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $530K | 8.9% | |
| AMERICAN CENTURY RD HYBRID 2030 CLI BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $430K | 7.3% | |
| AMERICAN CENTURY RD HYBRID 2035 CLI BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $390K | 6.6% | |
| AMERICAN CENTURY RD HYBRID 2055 CLI BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $345K | 5.8% | |
| AMERICAN CENTURY RD HYBRID 2050 CLI BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $325K | 5.5% | |
| Fidelity Investments 500 Index Fund | — | — | — | $163K | 2.8% | |
| AMERICAN CENTURY RD HYBRID 2060 CLI BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $144K | 2.4% | |
| Alger Funds Focus Equity Fund | — | — | — | $113K | 1.9% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $83K | 1.4% | |
| BlackRock Funds iShares MSCI EAFE International Index Fund | — | — | — | $58K | 1.0% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $54K | 0.9% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $46K | 0.8% | |
| Empower Annuity Insurance Company of America EI Fixed Account | — | — | — | $44K | 0.7% | |
| AMERICAN CENTURY RD HYBRID 2065 CLI BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $38K | 0.6% | |
| Alger Funds Small Cap Focus Fund | — | — | — | $16K | 0.3% | |
| American Century Investments Emerging Markets Fund | Mutual Funds | — | — | $14K | 0.2% | |
| MFS Funds International Growth Fund | — | — | — | $10K | 0.2% | |
| PIMCO Funds RAE US Small Fund | — | — | — | $10K | 0.2% | |
| MFS Funds Value Fund | — | — | — | $9K | 0.1% | |
| Alger Funds Weatherbie Specialized Growth Fund | — | — | — | $5K | <0.1% | |
| PIMCO Funds RAE Global ex-US Fund | — | — | — | $4K | <0.1% | |
| American Century Investments Mid Cap Value Fund | — | — | — | $4K | <0.1% | |
| PIMCO Funds Income Fund | — | — | — | $3K | <0.1% |