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Original filing (PDF)20260205155044NAL0006991699001
US HEALTHCONNECT, INC.
Form 5500
FILING_RECEIVED
US HEALTHCONNECT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.6 mo
Active participants
305
Accounts w/ balance
306
Plan assets (EOY)
$26.2M
Net assets (EOY)
$26.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
90
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US HEALTHCONNECT, INC..
Plan sponsor
Name
US HEALTHCONNECT, INC.
EIN
23-3016333
Address
1301 VIRGINIA DRIVE, SUITE 300, · FT WASHINGTON, PA · 19034
Phone
(267) 464-0969
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-05
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE CO. | 13-5570651 | — | RECORD KEEPER | $92K | — |
Investments
32 direct securities · 1 pooled fund· $52.2M(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.
Uncategorized
$26.3M
32 holdings
Pooled Separate Account
$25.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $25.9M | 99.0% | |
| Vanguard Target Retirement 2035 Inv Pooled Separate Account | — | — | — | $3.2M | 12.1% | |
| Vanguard 500 Index Admiral Pooled Separate Account | — | — | — | $2.6M | 10.1% | |
| Vanguard Target Retirement 2045 Inv Pooled Separate Account | — | — | — | $2.6M | 9.8% | |
| Vanguard Target Retirement 2050 Inv Pooled Separate Account | — | — | — | $1.9M | 7.3% | |
| Vanguard Target Retirement 2030 Inv Pooled Separate Account | — | — | — | $1.8M | 7.0% | |
| Vanguard Target Retirement 2040 Inv Pooled Separate Account | — | — | — | $1.7M | 6.4% | |
| Vanguard Target Retirement 2025 Inv Pooled Separate Account | — | — | — | $1.6M | 6.3% | |
| VANGUARD GROWTH INDEX ADM POOLED SEPARATE ACCOUNT | — | — | — | $1.6M | 6.0% | |
| Vanguard Target Retirement 2055 Inv Pooled Separate Account | — | — | — | $1.3M | 4.8% | |
| Vanguard Mid Cap Index Adm Pooled Separate Account | — | — | — | $870K | 3.3% | |
| Vanguard VIF High Yield Bond Pooled Separate Account | — | — | — | $820K | 3.1% | |
| Vanguard Small Cap Index Adm Pooled Separate Account | — | — | — | $721K | 2.8% | |
| Vanguard Target Retirement 2060 Inv Pooled Separate Account | — | — | — | $612K | 2.3% | |
| Invesco Comstock R6 Pooled Separate Account | — | — | — | $594K | 2.3% | |
| MFS International Growth R6 Pooled Separate Account | — | — | — | $501K | 1.9% | |
| EQ / Money Market Pooled Separate Account | — | — | — | $474K | 1.8% | |
| Janus Henderson Triton N Pooled Separate Account | — | — | — | $450K | 1.7% | |
| Vanguard Target Retirement 2020 Inv Pooled Separate Account | — | — | — | $446K | 1.7% | |
| DFA Emerging Markets I Pooled Separate Account | — | — | — | $377K | 1.4% | |
| DFA Us Vector Equity I Pooled Separate Account | — | — | — | $298K | 1.1% | |
| MFS Value R6 Pooled Separate Account | — | — | — | $263K | 1.0% | |
| Vanguard Mid-Cap Growth Index Admir Pooled Separate Account | — | — | — | $261K | 1.0% | |
| Vanguard Target Retirement 2065 Inv Pooled Separate Account | — | — | — | $225K | 0.9% | |
| DFA International Value I Pooled Separate Account | — | — | — | $225K | 0.9% | |
| Guaranteed Interest Option Unallocated Insurance Contract | — | — | — | $139K | 0.5% | |
| Invesco Multi Asset Income R6 Pooled Separate Account | — | — | — | $137K | 0.5% | |
| maturities of 2024 through 2029 | — | — | — | $122K | 0.5% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 3.25% - 9.50% | — | — | — | $122K | 0.5% | |
| DFA Inflation-Protected Securities Pooled Separate Account | — | — | — | $118K | 0.5% | |
| Vanguard Target Retirement Income I Pooled Separate Account | — | — | — | $113K | 0.4% | |
| Templeton Global Bond R6 Pooled Separate Account | — | — | — | $101K | 0.4% | |
| Vanguard Target Retirement 2070 Inv Pooled Separate Account | — | — | — | $49K | 0.2% |