Original filing (PDF)20260220164145NAL0010182288001

ALLIANCE FOR A HEALTHIER GENERATION

Name: ALLIANCE FOR A HEALTHIER GENERATION — ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN, Form 5500 (2024)
Creator: ALLIANCE FOR A HEALTHIER GENERATION

Form 5500

FILING_RECEIVED

ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

133

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

How this plan invests

This plan

50 pooled trusts

Schedule D

3 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE FOR A HEALTHIER GENERATION.

Plan sponsor

Name

ALLIANCE FOR A HEALTHIER GENERATION

EIN

27-2028308

Address

1028 SE WATER AVE, SUITE 210 · PORTLAND, OR · 97214

Phone

(888) 543-4584

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-20

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$1K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SERVICES	59-2937883	ST PETERSBURG, FL	REGISTERED INVEST ADVSR	$24K	—

Investments

3 direct securities · 50 pooled funds· $13.1M(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

$13.0M

50 holdings

Bonds / Notes

$91K

1 holding

Other securities

$64K

2 holdings

					% of plan
VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2.8M	21.6%
VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.4M	10.5%
VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.3M	10.1%
VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.2M	9.3%
VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.0M	7.8%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$621K	4.7%
FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$473K	3.6%
VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$439K	3.4%
FIDELITY CONTRAFUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$439K	3.4%
VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$436K	3.3%
VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$372K	2.8%
VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$322K	2.5%
VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$198K	1.5%
MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$135K	1.0%
VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$120K	0.9%
DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$106K	0.8%
PIMCO INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$105K	0.8%
AMERICAN FUNDS EUPAC FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$104K	0.8%
PARNASSUS CORE EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$102K	0.8%
VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$95K	0.7%
Participant loans 4.25% to 9.5% interest -	Bonds / Notes	—	—	$91K	0.7%
SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$89K	0.7%
JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$84K	0.6%
AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$80K	0.6%
AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$74K	0.6%
VANGUARD INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$68K	0.5%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$65K	0.5%
WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$51K	0.4%
MID VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$47K	0.4%
PIMCO ALL ASSET JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$47K	0.4%
FRANKLIN UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$43K	0.3%
DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$40K	0.3%
VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$40K	0.3%
T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$38K	0.3%
JP Morgan Mid-Cap Value Fund Registered Investment Company	Other securities	—	—	$36K	0.3%
JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$36K	0.3%
AF US GOVERNMENT SECURITIES JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$34K	0.3%
JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$34K	0.3%
AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$29K	0.2%
VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$28K	0.2%
TIAA-CREFF Social Choice Equity Fund Registered Investment Company	Other securities	—	—	$27K	0.2%
NUVEEN LC RESPONSIBLE EQUITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$27K	0.2%
DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$27K	0.2%
AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$26K	0.2%
T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$23K	0.2%
AF CAPITAL WORLD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$21K	0.2%
AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$21K	0.2%
JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$18K	0.1%
ISHARES GOLD TRUST ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$17K	0.1%
BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$17K	0.1%