Original filing (PDF)20250811144329NAL0010205888001

FAMILY CARE HEALTH CENTERS

Name: FAMILY CARE HEALTH CENTERS — FAMILY CARE HEALTH CENTERS RETIREMENT PLAN, Form 5500 (2024)
Creator: FAMILY CARE HEALTH CENTERS

Form 5500

FILING_RECEIVED

FAMILY CARE HEALTH CENTERS RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

181

Accounts w/ balance

244

Plan assets (EOY)

$17.6M

Net assets (EOY)

$17.6M

How this plan invests

This plan

1 pooled trust

Schedule D

35 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

FAMILY CARE HEALTH CENTERS

EIN

23-7076112

Address

401 HOLLY HILLS AVE · ST LOUIS, MO · 63111

Phone

(314) 481-1615

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-08-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$3K	—

Investments

35 direct securities · 1 pooled fund· $32.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$15.6M

1 holding

Other securities

$15.6M

32 holdings

Common Stock

$1.4M

2 holdings

Bonds / Notes

$122K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$15.6M	88.3%
FIDELITY 500 INDEX MUTUAL FUND SHARES 0	Other securities	—	—	$1.4M	8.0%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Common Stock	—	—	$1.4M	8.0%
NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.3M	7.4%
NUVEEN LIFECYCLE IDX 2040 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.3M	7.2%
NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.2M	6.7%
NUVEEN LIFECYCLE IDX 2030 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.1M	6.4%
NUVEEN LIFECYCLE IDX 2045 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.1M	6.1%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.0M	5.9%
AMERICAN FUNDS AMERFDS INCOME FUND OF AMER R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.0M	5.9%
NUVEEN LIFECYCLE IDX 2050 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$745K	4.2%
AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$699K	4.0%
NUVEEN LIFECYCLE IDX 2055 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$487K	2.8%
AMERICAN CENTURY AMERCENT ULTRA R6 MUTUAL FUND SHARES 0	Other securities	—	—	$414K	2.3%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0	Other securities	—	—	$369K	2.1%
JPMORGAN US EQUITY R6 MUTUAL FUND SHARES 0	Other securities	—	—	$366K	2.1%
GOLDMAN SACHS GOLDMANSACHS INT EQ INSI R6 MUTUAL FUND SHARES 0	Other securities	—	—	$360K	2.0%
NUVEEN LIFECYCLE IDX 2015 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$328K	1.9%
JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$284K	1.6%
JANUS HENDERSON JAN HEN ENTERPRISE N MUTUAL FUND SHARES 0	Other securities	—	—	$283K	1.6%
NUVEEN LIFECYCLE IDX 2060 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$281K	1.6%
FIDELITY ADV TOTAL BOND Z MUTUAL FUND SHARES 0	Other securities	—	—	$263K	1.5%
AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$262K	1.5%
VANGUARD SMALL CAP INDEX ADM MUTUAL FUND SHARES 0	Other securities	—	—	$236K	1.3%
PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0	Other securities	—	—	$132K	0.7%
PARTICIPANTS LOANS 5.25% TO 5.25% 0	Bonds / Notes	—	—	$122K	0.7%
NUVEEN LIFECYCLE IDX 2020 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$119K	0.7%
VICTORY PIONEER BOND K MUTUAL FUND SHARES 0	Other securities	—	—	$116K	0.7%
AMERICAN FUNDS AMERFDS SMCAP WORLD R6 MUTUAL FUND SHARES 0	Other securities	—	—	$112K	0.6%
NUVEEN LIFECYCLE IDX 2010 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$64K	0.4%
DFA US TARGETED VAL I MUTUAL FUND SHARES 0	Other securities	—	—	$64K	0.4%
DFA US SMALL CAP GROWTH I MUTUAL FUND SHARES 0	Other securities	—	—	$41K	0.2%
JPMORGAN EQUITY INCOME R6 MUTUAL FUND SHARES 0	Other securities	—	—	$30K	0.2%
COLUMBIA DIVIDEND INCOME INST MUTUAL FUND SHARES 0	Other securities	—	—	$28K	0.2%
NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$13K	<0.1%
NUVEEN LIFECYCLE IDX INC R6 MUTUAL FUND SHARES 0	Common Stock	—	—	$4K	<0.1%