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Original filing (PDF)20250912132205NAL0001984160001
US ACUTE CARE SOLUTIONS
Form 5500
FILING_RECEIVED
US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
6,627
Accounts w/ balance
9,720
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
8 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)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US ACUTE CARE SOLUTIONS.
Plan sponsor
Name
US ACUTE CARE SOLUTIONS
EIN
34-1807694
Address
4535 DRESSLER RD NW · CANTON, OH · 44718
Phone
(330) 493-4443
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
2025-09-12
Pension benefit codes
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MEADEN AND MOORE LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $235K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $149K | — |
| SAGEVIEW | 33-0818667 | — | INVESTMENT ADVISOR | $114K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEADEN AND MOORE | 34-1818258 | — | AUDITOR | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
Investments
27 direct securities · 8 pooled funds· $2.0B(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
$1.8B
27 holdings
Common Collective Trust
$221.5M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-directed Various investments in actively-traded registered ** Investments investment companies, corporate bonds, money market and cash funds | — | — | — | $284.8M | 14.7% | |
| Fidelity Advisor 500 Index Fund | — | — | — | $246.6M | 12.7% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $186.1M | 9.6% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $174.3M | 9.0% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $164.3M | 8.5% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $130.7M | 6.8% | |
| NVN W LG CAP GR S SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $113.5M | 5.9% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $105.9M | 5.5% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $88.8M | 4.6% | |
| Fidelity Extended Market Index Fund | — | — | — | $87.9M | 4.5% | |
| Putnam Large Capital Value Trust IA Fund | — | — | — | $53.0M | 2.7% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $53.0M | 2.7% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $47.8M | 2.5% | |
| Baird Core Plus Instant Fund | — | — | — | $35.1M | 1.8% | |
| MFS INTL GROWTH 4 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $30.9M | 1.6% | |
| Money market fund * Fidelity Investments Fidelity Retirement Government Money Market Institutional Fund | — | — | — | $28.8M | 1.5% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $25.2M | 1.3% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $22.8M | 1.2% | |
| Fidelity Total International Index Fund | — | — | — | $18.4M | 0.9% | |
| American Funds American Funds New World Fund | — | — | — | $15.5M | 0.8% | |
| GALLIARD MGD INC D WELLS FARGO BANK, N.A. · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $13.8M | 0.7% | |
| Fidelity US Bond Index Fund | — | — | — | $10.7M | 0.6% | |
| distributions various maturities through 2034 - | — | — | — | $9.8M | 0.5% | |
| DFA Real Estate Securities Fund | — | — | — | $7.4M | 0.4% | |
| PIMCO RAE US SM CLS GREAT GRAY TRUST CO · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $5.8M | 0.3% | |
| Fidelity Freedom Index 2015 Fund | — | — | — | $5.7M | 0.3% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $4.8M | 0.2% | |
| VOYA SCG TRUST 22 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 068 | Common Collective Trust | — | — | $4.5M | 0.2% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $3.2M | 0.2% | |
| Registered investment companies American Funds American Funds Global Balanced Fund | — | — | — | $3.2M | 0.2% | |
| Vanguard Wellesley Income Fund | — | — | — | $3.0M | 0.2% | |
| Fidelity Freedom Index 2010 Fund | — | — | — | $780K | <0.1% | |
| Registered investment companies (continued) * Fidelity Freedom Index 2070 Fund ** 379 * Fidelity Advisor Freedom Income Fund | — | — | — | $675K | <0.1% | |
| AB US SM CAP GRTH S GREAT GRAY TRUST COMPANY · EIN 38-4116832 / PN 533 | Common Collective Trust | — | — | $0 | <0.1% | |
| CT SM CAP VAL II 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% |