Original filing (PDF)20251009134338NAL0011052528001

ELMWOOD OF FREMONT, LTD.

Name: ELMWOOD OF FREMONT, LTD. — ELMWOOD COMMUNITIES 401(K) PLAN, Form 5500 (2024)
Creator: ELMWOOD OF FREMONT, LTD.

Form 5500

FILING_RECEIVED

ELMWOOD COMMUNITIES 401(K) PLAN

401(k) retirement plan

Active participants

238

Accounts w/ balance

129

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.4M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELMWOOD OF FREMONT, LTD..

Plan sponsor

Name

ELMWOOD OF FREMONT, LTD.

EIN

34-1933704

Address

441 N. BROADWAY · GREEN SPRINGS, OH · 44836

Phone

(419) 332-6533

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

2025-10-09

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

No Schedule C providers reported

Investments

23 direct securities· $3.5M(100% of reported assets)

Other securities

$3.4M

22 holdings

Bonds / Notes

$67K

1 holding

					% of plan
Similar Party Collateral, Par, or Maturity Value Cost** Value Mutual Funds * American funds American Funds 2040 Target Date Retirement Fund-R3	Other securities	—	—	$701K	20.3%
American funds American Funds 2030 Target Date Retirement Fund-R3	Other securities	—	—	$553K	16.0%
American funds American Funds 2025 Target Date Retirement Fund-R3	Other securities	—	—	$497K	14.4%
American funds American Funds 2035 Target Date Retirement Fund-R3	Other securities	—	—	$378K	10.9%
American funds American Funds 2050 Target Date Retirement Fund-R3	Other securities	—	—	$349K	10.1%
American funds American Funds 2045 Target Date Retirement Fund-R3	Other securities	—	—	$319K	9.2%
American funds American Funds 2015 Target Date Retirement Fund-R3	Other securities	—	—	$171K	4.9%
American funds American Funds 2055 Target Date Retirement Fund-R3	Other securities	—	—	$92K	2.7%
American funds American Funds 2020 Target Date Retirement Fund-R3	Other securities	—	—	$90K	2.6%
Participants Participant Loans Rates from 4.25% to 9.50% -	Bonds / Notes	—	—	$67K	1.9%
American funds American Funds 2010 Target Date Retirement Fund-R3	Other securities	—	—	$52K	1.5%
American funds American Funds 2065 Target Date Retirement Fund-R3	Other securities	—	—	$44K	1.3%
American funds The Growth Fund of America-R3	Other securities	—	—	$32K	0.9%
American funds Fundamental Investors-R3	Other securities	—	—	$26K	0.7%
American funds American Funds 2060 Target Date Retirement Fund-R3	Other securities	—	—	$22K	0.7%
American funds New Perspective Fund-R3	Other securities	—	—	$18K	0.5%
American funds Investment Company of America-R3	Other securities	—	—	$17K	0.5%
American funds Short-term Bond Fund-R3	Other securities	—	—	$11K	0.3%
American funds Europacific Growth Fund-R3	Other securities	—	—	$4K	0.1%
American funds Capital Income Builder-R3	Other securities	—	—	$4K	0.1%
American funds New World Fund-R3	Other securities	—	—	$4K	0.1%
American funds The Bond Fund of America-R3	Other securities	—	—	$2K	<0.1%
American funds American Balanced R3	Other securities	—	—	$2K	<0.1%