Original filing (PDF)20251010134310NAL0004670291001

BUTTERFIELD HEALTHCARE, INC. D/B/A MEADOWBROOK MANOR

Name: BUTTERFIELD HEALTHCARE, INC. D/B/A MEADOWBROOK MANOR — BUTTERFIELD HEALTHCARE, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: BUTTERFIELD HEALTHCARE, INC. D/B/A MEADOWBROOK MANOR

Form 5500

FILING_RECEIVED

BUTTERFIELD HEALTHCARE, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

949

Accounts w/ balance

267

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

How this plan invests

This plan

32 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 (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUTTERFIELD HEALTHCARE, INC. D/B/A MEADOWBROOK MANOR.

Plan sponsor

Name

BUTTERFIELD HEALTHCARE, INC. D/B/A MEADOWBROOK MANOR

EIN

36-3596557

Address

648 N RIVER RD #100 · NAPERVILLE, IL · 60563

Phone

(331) 472-4500

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY EMPLOYER	$26K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES	—	SANTA MONICA, CA	RETAINED BY EMPLOYER	$28K	—

Investments

32 direct securities· $9.4M(100% of reported assets)

Other securities

$9.0M

29 holdings

Bonds / Notes

$367K

1 holding

U.S. Treasuries

$14K

1 holding

Cash / Money Market

$4K

1 holding

					% of plan
John Hancock John Hancock 2030 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$2.2M	23.5%
John Hancock John Hancock 2035 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$1.7M	17.8%
John Hancock John Hancock 2025 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$957K	10.2%
John Hancock John Hancock 2040 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$753K	8.0%
John Hancock John Hancock 2050 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$685K	7.3%
Vanguard 500 Index Fund - Admiral Class	Other securities	—	—	$434K	4.6%
John Hancock John Hancock 2045 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$391K	4.2%
Notes receivable Maturity dates through December 2029, from participants Interest rates ranging from 4.25% to 9.50%.	Bonds / Notes	—	—	$367K	3.9%
John Hancock John Hancock 2020 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$346K	3.7%
John Hancock John Hancock 2055 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$305K	3.3%
Vanguard Total World Stock Index Fund - Admiral Class	Other securities	—	—	$192K	2.0%
John Hancock John Hancock 2015 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$190K	2.0%
John Hancock John Hancock 2060 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$118K	1.3%
Janus Henderson Janus Henderson Forty Fund - Class T	Other securities	—	—	$96K	1.0%
John Hancock John Hancock Stable Value Guaranteed Income Fund	Other securities	—	—	$96K	1.0%
JPMorgan U.S. Equity Fund - Class R6	Other securities	—	—	$77K	0.8%
John Hancock John Hancock 2010 Lifetime Blend Portfolio - Class R6	Other securities	—	—	$70K	0.7%
Janus Henderson Janus Henderson Enterprise Fund - Class N	Other securities	—	—	$61K	0.7%
BlackRock iShares Russell 2000 Small-Cap Index - Class K	Other securities	—	—	$45K	0.5%
Lord Abbett Lord Abbett High Yield Fund - Class R6	Other securities	—	—	$43K	0.5%
American Funds American Funds EuroPacific Growth Fund - Class R6	Other securities	—	—	$42K	0.5%
Vanguard Total Bond Market Index Fund - Admiral Class	Other securities	—	—	$42K	0.5%
Lord Abbett Lord Abbett Developing Growth Fund - Class R6	Other securities	—	—	$39K	0.4%
Invesco Equity and Income Fund - Class R6	Other securities	—	—	$35K	0.4%
BlackRock iShares Russell Mid-Cap Index - Class K	Other securities	—	—	$29K	0.3%
MFS Mid-Cap Value Fund - Class R6	Other securities	—	—	$28K	0.3%
T. Rowe T. Rowe Price International Bond Fund - Advisor Class	Other securities	—	—	$16K	0.2%
JPMorgan Government Bond Fund - Class R6	U.S. Treasuries	—	—	$14K	0.1%
MFS Value Fund - Class R6	Other securities	—	—	$12K	0.1%
JPMorgan Undiscovered Managers Behavioral Value Fund - Class R6	Other securities	—	—	$9K	<0.1%
Invesco Developing Markets Fund - Class R6	Other securities	—	—	$4K	<0.1%
JPMorgan U.S. Government Money Market - Capital Class	Cash / Money Market	—	—	$4K	<0.1%