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Original filing (PDF)20250820081513NAL0001518611001
ALTERNATE SOLUTIONS HEALTH NETWORK, LLC
Form 5500
FILING_RECEIVED
ALTERNATE SOLUTIONS HEALTHCARE SYSTEM, INC. 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,792
Accounts w/ balance
1,007
Plan assets (EOY)
$47.6M
Net assets (EOY)
$47.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTERNATE SOLUTIONS HEALTH NETWORK, LLC.
Plan sponsor
Name
ALTERNATE SOLUTIONS HEALTH NETWORK, LLC
EIN
26-1643545
Address
1050 FORRER BLVD · DAYTON, OH · 45420
Phone
(937) 299-1111
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
2025-08-20
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $66K | — |
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | NONE | $21K | — |
| CETERA FINANCIAL GROUP | — | EL SEGUNDO, CA | NONE | $18K | — |
| PLANTE & MORAN, PLLC. | — | CHICAGO, IL | NONE | $17K | — |
| WELLTH ADVISORY SERVICES | 99-2539506 | — | NONE | $13K | — |
Investments
20 direct securities · 3 pooled funds· $46.3M(97% 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
$34.9M
20 holdings
Common Collective Trust
$11.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND III CL R1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $5.6M | 11.8% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.2M | 10.9% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $5.1M | 10.7% | |
| American Funds U.S. Govt Money Mkt R6 American Funds 0 | — | — | — | $4.5M | 9.5% | |
| Fidelity Advisor Small Cap Value Z Fidelity 0 | — | — | — | $3.4M | 7.1% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $3.1M | 6.4% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $3.0M | 6.4% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $2.5M | 5.3% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $2.4M | 5.0% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $2.3M | 4.8% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $2.2M | 4.7% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $1.9M | 3.9% | |
| Janus Henderson Overseas N Janus Henderson 0 | — | — | — | $1.0M | 2.1% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $975K | 2.0% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $846K | 1.8% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $798K | 1.7% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $634K | 1.3% | |
| Fidelity International Index Fidelity 0 | — | — | — | $422K | 0.9% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $156K | 0.3% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $151K | 0.3% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $38K | <0.1% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $14K | <0.1% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $14K | <0.1% |
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