Original filing (PDF)20250819144822NAL0001213187001

AMERICAN HEALTHCARE, LLC

Name: AMERICAN HEALTHCARE, LLC — AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: AMERICAN HEALTHCARE, LLC

Form 5500

FILING_RECEIVED

AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

1,583

Accounts w/ balance

777

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.6M

How this plan invests

This plan

42 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total administrative cost in the bottom quartile of peers (8th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Decision-maker contacts

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

Plan sponsor

Name

AMERICAN HEALTHCARE, LLC

EIN

24-1904577

Address

3131 ELECTRIC ROAD · ROANOKE, VA · 24018

Phone

(540) 774-4263

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

2025-08-19

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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
JOHN HANCOCK LIFE INSURANCE CO USA	01-0233346	BUFFALO, NY	RECORDKEEPER	$11K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPLOYEE BENEFITS SERVICES	52-2061078	LYNCHBURG, VA	TPA	$18K	—

Investments

42 direct securities· $17.4M(99% of reported assets)

Other securities

$16.6M

40 holdings

Bonds / Notes

$717K

1 holding

Pooled Separate Accounts

$92K

1 holding

					% of plan
John Hancock Life Insurance Company American Century 2030	Other securities	—	—	$2.3M	13.0%
John Hancock Life Insurance Company JH Lifestyle Blend Balanced	Other securities	—	—	$1.6M	9.0%
John Hancock Life Insurance Company JH Lifestyle Blend Growth	Other securities	—	—	$1.3M	7.5%
John Hancock Life Insurance Company American Century 2040	Other securities	—	—	$1.2M	7.1%
John Hancock Life Insurance Company American Century In Retirement	Other securities	—	—	$1.2M	6.7%
John Hancock Life Insurance Company American Century 2035	Other securities	—	—	$1.2M	6.5%
John Hancock Life Insurance Company 500 Index Fund	Other securities	—	—	$1.0M	5.8%
John Hancock Life Insurance Company American Century 2045	Other securities	—	—	$784K	4.4%
PARTICIPANT LOANS 9.50%, collateralized by participants' accounts	Bonds / Notes	—	—	$717K	4.1%
John Hancock Life Insurance Company American Century 2025	Other securities	—	—	$654K	3.7%
John Hancock Life Insurance Company John Hancock Stable Value Fund	Other securities	—	—	$642K	3.6%
John Hancock Life Insurance Company American Century 2050	Other securities	—	—	$604K	3.4%
John Hancock Life Insurance Company American Century 2055	Other securities	—	—	$531K	3.0%
John Hancock Life Insurance Company Vanguard Growth Index Fund	Other securities	—	—	$452K	2.6%
John Hancock Life Insurance Company American Funds American Balanced Fund	Other securities	—	—	$356K	2.0%
John Hancock Life Insurance Company JH Lifestyle Blend Conservative	Other securities	—	—	$327K	1.9%
John Hancock Life Insurance Company American Century 2060	Other securities	—	—	$325K	1.8%
John Hancock Life Insurance Company Capital World Growth and Income	Other securities	—	—	$224K	1.3%
John Hancock Life Insurance Company T. Rowe Price Health Science	Other securities	—	—	$214K	1.2%
John Hancock Life Insurance Company JH Lifestyle Blend Moderate	Other securities	—	—	$197K	1.1%
John Hancock Life Insurance Company Investment Company of America	Other securities	—	—	$188K	1.1%
John Hancock Life Insurance Company Vanguard Small Cap Growth Index	Other securities	—	—	$129K	0.7%
John Hancock Life Insurance Company Putnam Large Cap Growth Fund	Other securities	—	—	$119K	0.7%
John Hancock Life Insurance Company JH Lifestyle Blend Aggressive	Other securities	—	—	$117K	0.7%
John Hancock Life Insurance Company JPMorgan Global Bond Opps	Other securities	—	—	$108K	0.6%
John Hancock Life Insurance Company Vanguard Value Index Fund	Other securities	—	—	$106K	0.6%
John Hancock Life Insurance Company American Funds New Perspective	Other securities	—	—	$103K	0.6%
S * John Hancock Life Insurance Company American Century 2065	Pooled Separate Accounts	—	—	$92K	0.5%
John Hancock Life Insurance Company Federated High Yield Bond	Other securities	—	—	$91K	0.5%
John Hancock Life Insurance Company John Hancock Mid Cap Growth	Other securities	—	—	$79K	0.5%
John Hancock Life Insurance Company Vanguard Mid-Cap Growth ETF	Other securities	—	—	$70K	0.4%
John Hancock Life Insurance Company Total Bond Market Fund	Other securities	—	—	$64K	0.4%
John Hancock Life Insurance Company Vanguard Total World Stock Index ETF	Other securities	—	—	$56K	0.3%
John Hancock Life Insurance Company Columbia Overseas Value Fund	Other securities	—	—	$52K	0.3%
John Hancock Life Insurance Company Mid Cap Index Fund	Other securities	—	—	$49K	0.3%
John Hancock Life Insurance Company MFS Mid Cap Value Fund	Other securities	—	—	$41K	0.2%
John Hancock Life Insurance Company DFA US Large Cap Value Fund	Other securities	—	—	$38K	0.2%
John Hancock Life Insurance Company Core Bond Fund	Other securities	—	—	$31K	0.2%
John Hancock Life Insurance Company DFA U.S. Small Cap Fund	Other securities	—	—	$30K	0.2%
John Hancock Life Insurance Company Vanguard Mid-Cap Value ETF	Other securities	—	—	$29K	0.2%
John Hancock Life Insurance Company Small Cap Index Fund	Other securities	—	—	$14K	<0.1%
John Hancock Life Insurance Company Vanguard Small Cap Value Index	Other securities	—	—	$4K	<0.1%