Original filing (PDF)20251015154802NAL0002578419001

EQUITAS HEALTH

Name: EQUITAS HEALTH — EQUITAS HEALTH 401(K) PLAN AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EQUITAS HEALTH

Form 5500

FILING_RECEIVED

EQUITAS HEALTH 401(K) PLAN AND PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

~91 bps in Sched C fees6 service providers

Active participants

545

Accounts w/ balance

832

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

How this plan invests

This plan

65 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

91 bps in Schedule C fees — 214% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUITAS HEALTH.

Plan sponsor

Name

EQUITAS HEALTH

EIN

31-1126780

Address

1105 SCHROCK RD · SUITE 400 · COLUMBUS, OH · 43229

Phone

(833) 378-4827

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-1592130	COLUMBUS, OH	RECORDKEEPER	$54K	—
NATIONWIDE LIFE INSURANCE COMPANY	31-1592130	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROACCOUNT	73-0988442	COLUMBUS, OH	INVESTMENT ADVISORY	$31K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS	43-1451524	OVERLAND PARK, KS	TPA	$42K	—
NEWPORT GROUP, INC.	27-2037969	DRESHER, PA	TPA	$34K	—
NEWPORT GROUP, INC.	27-2037969	DRESHER, PA	TPA	$425	—

Investments

65 direct securities· $17.8M(99% of reported assets)

Uncategorized

$16.8M

63 holdings

Mutual Funds

$1.0M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Target Retirement 2055 Inv 468,531 shares	—	—	$469K	$1.6M	9.2%
Vanguard Target Retirement 2035 Inv 523,878 shares	—	—	$524K	$1.6M	9.0%
Vanguard Target Retirement 2040 Inv 298,350 shares	—	—	$298K	$983K	5.5%
s (continued) Vanguard 500 Index Fund Admiral 279,717 shares	Mutual Funds	—	$280K	$970K	5.4%
Vanguard Target Retirement 2045 Inv 276,933 shares	—	—	$277K	$955K	5.3%
Vanguard Target Retirement 2050 Inv 268,272 shares	—	—	$268K	$938K	5.2%
Vanguard Target Retirement 2060 Inv 282,862 shares	—	—	$283K	$869K	4.9%
Fidelity 500 Index 289,397 shares	—	—	$289K	$678K	3.8%
Vanguard Target Retirement 2030 Inv 188,349 shares	—	—	$188K	$533K	3.0%
T. Rowe Price Blue Chip Growth 68,922 shares	—	—	$69K	$482K	2.7%
Dodge & Cox International Stock Fund Class I + 250,820 shares	—	—	$251K	$416K	2.3%
Fidelity International Index 287,417 shares	—	—	$287K	$410K	2.3%
Goldman Sachs GQG Partners International Opportunities Fund Class R6 311,004 shares	—	—	$311K	$404K	2.3%
Nationwide Loomis Allcap Gr R6 137,437 shares	—	—	$137K	$373K	2.1%
Avantis US Large Cap Value Fund 267,479 shares	—	—	$267K	$356K	2.0%
Vanguard Target Retirement 2025 Inv 131,664 shares	—	—	$132K	$342K	1.9%
Vanguard Target Retirement 2065 Inv 188,482 shares	—	—	$188K	$337K	1.9%
JPMorgan Large Cap Growth R6 54,004 shares	—	—	$54K	$331K	1.9%
Nationwide Fixed Select Guaranteed Annuity Contract 305,415 shares	—	—	$305K	$326K	1.8%
Avantis Emerging Markets Equity Fund - Institutional Class 270,976 shares	—	—	$271K	$323K	1.8%
Vanguard Small Cap Index Fund Admiral 129,867 shares	—	—	$130K	$322K	1.8%
JPMorgan Equity Income I + 247 shares 670 JPMorgan Equity Income R5 158,117 shares	—	—	$158K	$315K	1.8%
Nationwide International Index R6 130,207 shares	—	—	$130K	$264K	1.5%
T. Rowe Price U.S. Equity Research 180,162 shares	—	—	$180K	$237K	1.3%
Vanguard Target Retirement 2020 Inv 100,027 shares	—	—	$100K	$235K	1.3%
PGIM Total Return Bond R6 203,781 shares	—	—	$204K	$224K	1.3%
interest rates of 4.25% to 9.50%	—	—	—	$202K	1.1%
Vanguard Health Care Admiral 114,126 shares	—	—	$114K	$201K	1.1%
MFS Mid Cap Growth R6 113,248 shares	—	—	$113K	$200K	1.1%
DFA U.S. Targeted Value Portfolio Inst 144 shares 571 Diamond Hill Midcap I 134,269 shares	—	—	$134K	$197K	1.1%
Principal Global Real Estate Securities Fund Class R6 227,827 shares	—	—	$228K	$192K	1.1%
Fidelity U.S. Bond Index 163,577 shares	—	—	$164K	$175K	1.0%
Vanguard Mid-Cap Index Fund Admiral 63,974 shares	—	—	$64K	$165K	0.9%
Legal & General Commodity Strategy Fund - Institutional Shares 159,941 shares	—	—	$160K	$161K	0.9%
BlackRock High Yield Bond Portfolio K 65,705 shares	—	—	$66K	$130K	0.7%
Federated Hermes Government Obligations Premiere 109,273 shares	—	—	$109K	$125K	0.7%
PIMCO Real Return Institutional 80,703 shares	—	—	$81K	$119K	0.7%
Vanguard Explorer Admiral 45,576 shares	—	—	$46K	$110K	0.6%
Avantis US Small Cap Value Fund - Institutional Class 74,723 shares	—	—	$75K	$104K	0.6%
Invesco Small Cap Growth Fund R5 17,215 shares	—	—	$17K	$84K	0.5%
Vanguard FTSE Social Index Admiral 37,188 shares	—	—	$37K	$78K	0.4%
Fidelity Advisor Energy I 47,968 shares	—	—	$48K	$75K	0.4%
Vanguard Extended Market Index Admiral 28,261 shares	—	—	$28K	$71K	0.4%
Ave Maria Rising Dividend 16,077 shares	—	—	$16K	$69K	0.4%
Calvert Equity I 9,283 shares	—	—	$9K	$58K	0.3%
Fidelity Advisor Midcap Value I 27,506 shares	—	—	$28K	$55K	0.3%
Virtus Seix High Yield I 31,248 shares	—	—	$31K	$49K	0.3%
Alliance Bernstein Global Bond I 521 shares 617 Alliance Bernstein Global Bond Fund - Class Z 42,232 shares	Mutual Funds	—	$42K	$42K	0.2%
BlackRock Total Return K 34,800 shares	—	—	$35K	$38K	0.2%
Vanguard Total Bond Market Index Admiral 33,783 shares	—	—	$34K	$38K	0.2%
PIMCO Low Duration ESG Institutional 24,498 shares	—	—	$24K	$28K	0.2%
DFA Intermediate Govt Fixed-Income Inst 24,300 shares	—	—	$24K	$26K	0.1%
Nationwide Inv Dest Cnsrv R6 16,016 shares	—	—	$16K	$26K	0.1%
Vanguard Real Estate Index Admiral 11,405 shares	—	—	$11K	$20K	0.1%
Columbia Threadneedle Strategic Income Instl 2 9,487 shares	—	—	$9K	$12K	<0.1%
Baron Growth Fund Inst 2,791 shares	—	—	$3K	$11K	<0.1%
Fidelity Advisor Convertible Securities Inst 4,578 shares	—	—	$5K	$9K	<0.1%
John Hancock Disciplined Value Mid Cap R6 4,652 shares	—	—	$5K	$8K	<0.1%
Vanguard Target Retirement 2070 Inv 430 shares 564 Vanguard Target Retirement Income Fund 3,965 shares	—	—	$4K	$7K	<0.1%
DFA Emerging Market Core Equity 2 Inst 2,439 shares	—	—	$2K	$4K	<0.1%
Columbia Threadneedle Select Large Cap Growth Instl 2 1,027 shares	—	—	$1K	$3K	<0.1%
PIMCO Commodity Real Return Strategy Fund 4,349 shares	—	—	$4K	$3K	<0.1%
Vanguard Total Stock Market Index Fund Admiral 561 shares	—	—	—	$2K	<0.1%
MFS Research R4 + 200 shares	—	—	—	$1K	<0.1%
DFA U.S. Large Cap Value Portfolio Inst + 265 shares	—	—	—	$1K	<0.1%