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Original filing (PDF)20250923075357NAL0006058801001
AULTMAN HEALTH FOUNDATION
Form 5500
FILING_RECEIVED
AULTMAN 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,691
Accounts w/ balance
10,718
Plan assets (EOY)
$826.0M
Net assets (EOY)
$826.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 60% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AULTMAN HEALTH FOUNDATION.
Plan sponsor
Name
AULTMAN HEALTH FOUNDATION
EIN
34-1445390
Address
2600 SIXTH STREET, S.W. · CANTON, OH · 447101702
Phone
(330) 438-7415
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $652K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $140K | — |
Investments
21 direct securities · 13 pooled funds· $864.6M(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.
Uncategorized
$448.7M
21 holdings
Common Collective Trust
$415.9M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Company International Growth Fund Admiral Shares | — | — | — | $149.1M | 18.0% | |
| VANGUARD TARGET RET 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $70.8M | 8.6% | |
| Vanguard Fiduciary Trust Company Cash Reserves Federal MM Fund Admiral Shares | — | — | — | $57.2M | 6.9% | |
| VANGUARD TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $55.7M | 6.7% | |
| VANGUARD TARGET RET 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $52.2M | 6.3% | |
| VANGUARD TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $50.0M | 6.1% | |
| VANGUARD TARGET RET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $40.9M | 4.9% | |
| VANGUARD TARGET RET 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $40.0M | 4.8% | |
| Vanguard Fiduciary Trust Company Total Bond Market Index Fund: Institutional Shares | — | — | — | $34.9M | 4.2% | |
| VANGUARD TARGET RET 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $33.9M | 4.1% | |
| Vanguard Fiduciary Trust Company Explorer Fund Admiral Shares | — | — | — | $31.9M | 3.9% | |
| American Funds Growth Fund of America; R-6 Class | — | — | — | $31.8M | 3.9% | |
| Vanguard Fiduciary Trust Company Balanced Index Fund Institutional Shares | — | — | — | $28.9M | 3.5% | |
| Vanguard Fiduciary Trust Company Target Retirement Income Trust II | — | — | — | $23.7M | 2.9% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $23.7M | 2.9% | |
| VANGUARD TARGET RET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $16.6M | 2.0% | |
| Vanguard Fiduciary Trust Company Health Care Fund Admiral Shares | — | — | — | $16.4M | 2.0% | |
| Vanguard Fiduciary Trust Company Vanguard Retirement Savings Trust III | — | — | — | $14.9M | 1.8% | |
| VANGUARD TARGET RET 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $14.9M | 1.8% | |
| Vanguard Fiduciary Trust Company Windsor II Fund Admiral Shares | — | — | — | $13.3M | 1.6% | |
| Vanguard Fiduciary Trust Company Inflation-Protected Securities Fund Adm Shares | — | — | — | $11.0M | 1.3% | |
| VANGUARD TARGET RET INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $10.9M | 1.3% | |
| Vanguard Fiduciary Trust Company Mid-Cap Index Fund Investor Shares | — | — | — | $7.1M | 0.9% | |
| Prudential Total Return Bond Fund; Class R6 | — | — | — | $6.4M | 0.8% | |
| VANGUARD TARGET RET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.6M | 0.7% | |
| Dimensional Funds Advisors US Targeted Value Portfolio | — | — | — | $4.7M | 0.6% | |
| PIMCO Diversified Income Fund; Institutional Class | — | — | — | $3.8M | 0.5% | |
| Notes Receivable from Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $3.5M | 0.4% | |
| Vanguard Fiduciary Trust Company Institutional Index Fund Instl Plus Shares | — | — | — | $3.2M | 0.4% | |
| Dodge & Cox International Stock Fund | — | — | — | $3.2M | 0.4% | |
| Hartford Schroders Diversified Emerging Markets Fund; SDR | — | — | — | $1.9M | 0.2% | |
| Brookfield Global Listed Real Estate Fund; Class I | — | — | — | $1.6M | 0.2% | |
| VANGUARD TARGET RET 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $607K | <0.1% | |
| Vanguard Fiduciary Trust Company Developed Markets Index Fund Institutional Shares | — | — | — | $300K | <0.1% |