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Original filing (PDF)20250710105701NAL0009066624001
JOLIET AREA COMMUNITY HOSPICE CORPORATION
Form 5500
FILING_RECEIVED
LIGHTWAYS HOSPICE AND SERIOUS ILLNESS CARE 401(K) PLAN
401(k) retirement plan
Active participants
243
Accounts w/ balance
201
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOLIET AREA COMMUNITY HOSPICE CORPORATION.
Plan sponsor
Name
JOLIET AREA COMMUNITY HOSPICE CORPORATION
DBA
DBA LIGHTWAYS HOSPICE AND SERIOUS ILLNESS CARE
EIN
36-3191281
Address
250 WATER STONE CIRCLE · JOLIET, IL · 60431
Phone
(815) 740-4104
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO USA | 01-0233346 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | 43-0345811 | — | INVESTMENT ADVISOR | $24K | — |
Investments
28 direct securities · 1 pooled fund· $11.0M(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
$10.9M
28 holdings
Common Collective Trust
$72K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $2.1M | 19.1% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $2.0M | 18.0% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | — | — | — | $1.9M | 17.1% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $996K | 9.0% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $800K | 7.3% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $746K | 6.8% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | — | — | — | $743K | 6.8% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $517K | 4.7% | |
| Fidelity 500 Index Fund | — | — | — | $426K | 3.9% | |
| Participant loans Interest Rates from 4.25% to 9.50% - | — | — | — | $138K | 1.3% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $133K | 1.2% | |
| Vanguard Windsor Adm | — | — | — | $88K | 0.8% | |
| JOHN HANCOCK STABLE VAL FD R6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $72K | 0.7% | |
| Fidelity Ext Market Index | — | — | — | $47K | 0.4% | |
| T Rowe Price T Rowe Price Growth Stock | — | — | — | $42K | 0.4% | |
| PGIM Total Return Bond R6 | — | — | — | $38K | 0.3% | |
| Vanguard International Value | — | — | — | $34K | 0.3% | |
| American Funds American New World Fund R6 | — | — | — | $32K | 0.3% | |
| Fidelity US Bond Index | — | — | — | $31K | 0.3% | |
| Blackrock High Yield Bond K | — | — | — | $26K | 0.2% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $21K | 0.2% | |
| Avantis US SC Value Istl | — | — | — | $21K | 0.2% | |
| Principal Real Estate Secs R6 | — | — | — | $19K | 0.2% | |
| American Funds American EuroPacific Growth R6 | — | — | — | $19K | 0.2% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | — | — | — | $15K | 0.1% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | — | — | — | $13K | 0.1% | |
| Fidelity Total Intl Index | — | — | — | $13K | 0.1% | |
| American Funds American Funds 2015 Trgt Date Retire R6 | — | — | — | $11K | 0.1% | |
| Vanguard Explorer Fund Adm | — | — | — | $3K | <0.1% |