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Original filing (PDF)20251014103329NAL0001227219001
ELDERSPAN MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
ELDERSPAN MANAGEMENT, LLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
263
Accounts w/ balance
308
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
30 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELDERSPAN MANAGEMENT, LLC.
Plan sponsor
Name
ELDERSPAN MANAGEMENT, LLC
EIN
39-1814432
Address
2445 DARWIN ROAD · SUITE 109 · MADISON, WI · 53704
Phone
(608) 243-8800
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEGNER CPA'S, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT, INC. | 39-1884254 | APPLETON, WI | RECORDKEEPER & INFO MGT | $1K | — |
Investments
12 direct securities · 30 pooled funds· $13.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$7.8M
30 holdings
Uncategorized
$6.0M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Retirement Living 2030 | — | — | — | $1.3M | 16.8% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 16.8% | |
| John Hancock Retirement Living 2040 | — | — | — | $1.3M | 16.6% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 16.6% | |
| John Hancock Retirement Living 2035 | — | — | — | $991K | 12.9% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $991K | 12.9% | |
| John Hancock Retirement Living 2050 | — | — | — | $726K | 9.4% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $726K | 9.4% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $548K | 7.1% | |
| John Hancock Retirement Living 2045 | — | — | — | $530K | 6.9% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $530K | 6.9% | |
| John Hancock Retirement Living 2015 ** 116 * John Hancock Retirement Living 2020 | — | — | — | $352K | 4.6% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $352K | 4.6% | |
| John Hancock Retirement Living 2025 | — | — | — | $248K | 3.2% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $216K | 2.8% | |
| John Hancock Retirement Living 2060 | — | — | — | $208K | 2.7% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $208K | 2.7% | |
| John Hancock Retirement Living 2055 | — | — | — | $194K | 2.5% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $194K | 2.5% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $183K | 2.4% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $182K | 2.4% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $122K | 1.6% | |
| AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $121K | 1.6% | |
| John Hancock Retirement Living 2065 | — | — | — | $116K | 1.5% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $116K | 1.5% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $111K | 1.4% | |
| MID VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $111K | 1.4% | |
| LORD ABBETT VALUE OPPS FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $98K | 1.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 1.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $68K | 0.9% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $63K | 0.8% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.8% | |
| AF THE INCOME FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.5% | |
| CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.5% | |
| HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.5% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.4% | |
| John Hancock Retirement Living 2010 | — | — | — | $26K | 0.3% | |
| JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.3% | |
| with maturities through 2029 -0- | — | — | — | $17K | 0.2% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| SELECT AA CONSERVATIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $206 | <0.1% | |
| JH MULTIMANAGER 2015 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $116 | <0.1% |
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