Original filing (PDF)20251003092756NAL0002012864001

ADDISON COUNTY HOME HEALTH & HOSPICE, INC.

Name: ADDISON COUNTY HOME HEALTH & HOSPICE, INC. — ADDISON COUNTY HOME HEALTH & HOSPICE RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: ADDISON COUNTY HOME HEALTH & HOSPICE, INC.

Form 5500

FILING_RECEIVED

ADDISON COUNTY HOME HEALTH & HOSPICE RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

Helping the score

High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADDISON COUNTY HOME HEALTH & HOSPICE, INC..

Plan sponsor

Name

ADDISON COUNTY HOME HEALTH & HOSPICE, INC.

EIN

23-7032401

Address

254 ETHAN ALLEN HIGHWAY · NEW HAVEN, VT · 05472

Phone

(802) 388-7259

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

2025-10-03

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISERS LLC	—	EL SEGUNDO, CA	INVESTMENT ADVISOR	$11K	—

Investments

26 direct securities· $7.0M(99% of reported assets)

					% of plan
American Funds 2030 Target Date Fund R6	Other securities	—	—	$1.5M	20.9%
American Funds 2035 Target Date Fund R6	Other securities	—	—	$1.3M	18.6%
American Funds 2045 Target Date Fund R6	Other securities	—	—	$985K	14.0%
American Funds 2040 Target Date Fund R6	Other securities	—	—	$755K	10.7%
American Funds 2050 Target Date Fund R6	Other securities	—	—	$465K	6.6%
American Funds 2025 Target Date Fund R6	Other securities	—	—	$420K	5.9%
JP Morgan Growth and Advantage	Other securities	—	—	$282K	4.0%
American Funds 2020 Target Date Fund R6	Other securities	—	—	$253K	3.6%
American Funds New Perspective R6	Other securities	—	—	$150K	2.1%
American Funds 2015 Target Date Fund R6	Other securities	—	—	$142K	2.0%
American Funds American Balanced R6	Other securities	—	—	$112K	1.6%
Vanguard 500 Index Fund Admiral	Other securities	—	—	$112K	1.6%
John Hancock Bond R6	Other securities	—	—	$99K	1.4%
Vanguard Mid Cap Index Adm	Other securities	—	—	$72K	1.0%
Fidelity Advisor Intl Small Cap I	Other securities	—	—	$72K	1.0%
Fidelity Advisor High Income Advantage I	Other securities	—	—	$66K	0.9%
PGIM Short Term Corporate Bond R6	Other securities	—	—	$55K	0.8%
American Funds Europacific Growth R6	Other securities	—	—	$50K	0.7%
American Funds 2060 Target Date Fund R6	Other securities	—	—	$37K	0.5%
American Funds New World R6	Other securities	—	—	$34K	0.5%
American Funds 2055 Target Date Fund R6	Other securities	—	—	$24K	0.3%
American Funds 2010 Target Date Fund R6	Other securities	—	—	$18K	0.3%
American Funds Fundamental Investors R6	Other securities	—	—	$12K	0.2%
Blackrock Global Allocation Instl	Other securities	—	—	$8K	0.1%
Cohen & Steers Instl Realty Shares	Other securities	—	—	$3K	<0.1%
American Funds 2065 Target Date Fund R6	Other securities	—	—	$2K	<0.1%