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Original filing (PDF)20251006135316NAL0002111491001
ADVACARE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
ADVACARE SYSTEMS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
438
Accounts w/ balance
316
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVACARE SYSTEMS, INC..
Plan sponsor
Name
ADVACARE SYSTEMS, INC.
EIN
36-3998557
Address
2939 NORTH PULASKI ROAD · CHICAGO, IL · 606415421
Phone
(773) 725-8858
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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
MILLER COOPER & COMPANY LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NADLER FINANCIAL GROUP INC | 36-4156113 | — | NONE | $41K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $17K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $1K | — |
Investments
25 direct securities· $17.7M(100% of reported assets)
Uncategorized
$17.1M
24 holdings
Mutual Funds
$658K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Bank Schwab S&P 500 Index Fund | — | — | — | $3.8M | 21.4% | |
| Vanguard Value Index Admiral Fund | — | — | — | $1.4M | 7.6% | |
| Vanguard Growth Index Admiral Fund | — | — | — | $1.2M | 6.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.1M | 6.5% | |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company | — | — | — | $1.1M | 6.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.1M | 6.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.1M | 5.9% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $932K | 5.3% | |
| Lord Abbett Lord Abbett Short Duration Income Fund | — | — | — | $908K | 5.1% | |
| Janus Henderson Janus Henderson Enterprise Fund | — | — | — | $671K | 3.8% | |
| SCHWAB GOVERNMENT MONEY INV Money Market / Cash Equivalent | Mutual Funds | — | — | $658K | 3.7% | |
| American Funds American Funds New Perspective Fund | — | — | — | $619K | 3.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $516K | 2.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $434K | 2.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $418K | 2.4% | |
| Vanguard Mid-Cap Value Index Admiral Fund | — | — | — | $356K | 2.0% | |
| Participant loans Interest ranging from 4.25% to 9.50% | — | — | — | $340K | 1.9% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $285K | 1.6% | |
| American Funds American Funds Bond Fund of America Fund | — | — | — | $268K | 1.5% | |
| Vanguard Small Cap Value Index Admiral Fund | — | — | — | $258K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $137K | 0.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $126K | 0.7% | |
| Vanguard Explorer Admiral Fund | — | — | — | $106K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $31K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $2K | <0.1% |