Original filing (PDF)20251011092035NAL0004688195001

HOLIDAY HOME HEALTH CARE CORPORATION OF EVANSVILLE

Name: HOLIDAY HOME HEALTH CARE CORPORATION OF EVANSVILLE — HOLIDAY HEALTH CARE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HOLIDAY HOME HEALTH CARE CORPORATION OF EVANSVILLE

Form 5500

FILING_RECEIVED

HOLIDAY HEALTH CARE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

29% in single holdingCorrective distributions issued

Active participants

364

Accounts w/ balance

177

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

How this plan invests

This plan

1 pooled trust

Schedule D

28 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLIDAY HOME HEALTH CARE CORPORATION OF EVANSVILLE.

Plan sponsor

Name

HOLIDAY HOME HEALTH CARE CORPORATION OF EVANSVILLE

EIN

35-1459884

Address

1202 W. BUENA VISTA ROAD · EVANSVILLE, IN · 47710

Phone

(812) 429-0715

Industry

Information / Tech / Mediasee 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

2025-10-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$9K	—

Investments

28 direct securities · 1 pooled fund· $7.8M(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.

Other securities

$7.7M

28 holdings

Common Collective Trust

$89K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Other securities	—	—	$2.3M	29.0%
Fidelity Low-Priced Stock Fund Mutual fund	Other securities	—	—	$857K	10.9%
American Funds 2045 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$658K	8.4%
JP Morgan Large Cap Growth R6 Fund Mutual fund	Other securities	—	—	$515K	6.6%
American Funds 2035 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$363K	4.6%
Fidelity Balanced K6 Fund Mutual fund	Other securities	—	—	$357K	4.6%
Hartford Schroders International Stock Class SDR Mutual fund	Other securities	—	—	$353K	4.5%
American Funds 2040 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$327K	4.2%
American Funds 2025 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$275K	3.5%
American Funds 2050 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$265K	3.4%
American Funds 2055 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$223K	2.8%
American Funds 2020 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$211K	2.7%
ClearBridge Large Cap Value Fund Class I Mutual fund	Other securities	—	—	$201K	2.6%
American Funds 2030 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$195K	2.5%
Dodge & Cox Income Fund Mutual fund	Other securities	—	—	$189K	2.4%
America Century Small Cap Growth R6 Mutual fund	Other securities	—	—	$111K	1.4%
through August 2029	Other securities	—	—	$106K	1.3%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$89K	1.1%
American Funds 2060 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$79K	1.0%
Fidelity Mid Cap Index Fund Mutual fund	Other securities	—	—	$54K	0.7%
American Funds 2015 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$31K	0.4%
American Funds 2065 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$30K	0.4%
Driehaus Emerging Markets Growth Fund Mutual fund	Other securities	—	—	$28K	0.4%
American Funds 2010 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$11K	0.1%
Fidelity Small Cap Value Fund Mutual fund	Other securities	—	—	$6K	<0.1%
Janus Henderson Enterprise T Mutual fund	Other securities	—	—	$6K	<0.1%
Vanguard Inflation-Protected Securities Fund Admiral Mutual fund	Other securities	—	—	$5K	<0.1%
Fidelity US Bond Index Fund Mutual fund	Other securities	—	—	$5K	<0.1%
Fidelity Real Estate Index Mutual fund 703 * Fidelity Small Cap Index Fund Mutual fund	Other securities	—	—	$3K	<0.1%