How big is Springvale Health Centers, Inc.'s plan?

Springvale Health Centers, Inc.'s plan reported $1.9M in assets and 110 participants for 2023.

Original filing (PDF)20250401125448NAL0004323139001

Springvale Health Centers, Inc.

Name: Springvale Health Centers, Inc. — Employee Benefit, Form 5500 (2023)
Creator: Springvale Health Centers, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Employee Benefit Plan of Springvale Health Centers, Inc.

401(k) retirement plan · Springvale Health Centers, Inc.'s Employee Benefit Plan of Springvale Health Centers, Inc. held $1.9M in plan assets for 110 participants in 2023, with Lincoln Financial as recordkeeper.

Signals · 3

28% in single holdingCorrective distributions issued~149 bps in Sched C fees

Active participants

110

Accounts w/ balance

104

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Joseph J Boroski signed Springvale Health Centers, Inc.'s 2023 Form 5500 as plan administrator.

Joseph J Boroski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Springvale Health Centers, Inc.'s EIN is 34-1135374.

EIN 34-1135374

Plan number 001

Plan year 2023

ACK ID 20250401125448NAL0004323139001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Springvale Health Centers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Springvale Health Centers, Inc.'s plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

24 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

SPRINGVALE HEALTH CENTERS, INC.

EIN

all filings

Address

201 HOSPITAL DRIVE · DOVER, OH · 44622

Phone

(330) 343-6631

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-01

Pension benefit codes

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

REA & ASSOCIATES, INC.

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	RADNOR, PA	RECORDKEEPER/CUSTODIAN	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS	34-1542819	—	INVESTMENT ADVISORY	$7K	—

TPA / Administrator

Investments

24 direct securities · 1 pooled fund· $3.8M(100% 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.

Pooled Separate Account

$1.9M

1 holding

Pooled Separate Accounts

$1.9M

23 holdings

Other securities

$6K

1 holding

					% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402	Pooled Separate Account	—	—	$1.9M	99.6%
Amerfunds 2040 TD Ret SA5W Pooled Separate Account	Pooled Separate Accounts	—	—	$522K	27.6%
Amerfunds 2035 TD Ret SA5V Pooled Separate Account	Pooled Separate Accounts	—	—	$464K	24.5%
Amerfunds 2025 TD Ret SA5T Pooled Separate Account	Pooled Separate Accounts	—	—	$169K	8.9%
Amerfunds 2050 TD Ret SA5Y Pooled Separate Account	Pooled Separate Accounts	—	—	$134K	7.1%
Amerfunds 2015 TD Ret SA5R Pooled Separate Account	Pooled Separate Accounts	—	—	$89K	4.7%
AmerFunds Grw of America SA6K Pooled Separate Account	Pooled Separate Accounts	—	—	$84K	4.4%
AmerFunds Perspective SA6H Pooled Separate Account	Pooled Separate Accounts	—	—	$67K	3.6%
VG Int Grw Admrl Shares SAAX Pooled Separate Account	Pooled Separate Accounts	—	—	$66K	3.5%
Amerfunds 2030 TD Ret SA5U Pooled Separate Account	Pooled Separate Accounts	—	—	$62K	3.3%
Franklin Small Cap Growth SAJM Pooled Separate Account	Pooled Separate Accounts	—	—	$55K	2.9%
Amerfunds 2045 TD Ret SA5X Pooled Separate Account	Pooled Separate Accounts	—	—	$54K	2.8%
AmerFunds 2060 TD Ret SADV Pooled Separate Account	Pooled Separate Accounts	—	—	$32K	1.7%
Amerfunds 2010 TD Ret SA5Q Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	1.3%
Amerfunds 2055 TD Ret SA5Z Pooled Separate Account	Pooled Separate Accounts	—	—	$20K	1.1%
Amerfunds 2020 TD Ret SA5S Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.8%
Guaranteed Investment * Guaranteed Stable Val Contract	Other securities	—	—	$6K	0.3%
DFA US Lrg Cap Val Prt SA7K Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	0.2%
VG Mid Cap Val Idx Amdrl SAB4 Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	0.2%
State Street Russell Sml Cap Val NL SAAA Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	0.2%
Baird Aggregate Bond Inst SAEJ Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	0.2%
Vanguard 500 Index SACG Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	0.2%
AmerFunds 2065 TD Ret SADV Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	0.1%
AmerFunds Int Grw & Inc SA6F Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	0.1%
DFA Emrg Mkts Port Instl SA7D Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%