Back to filter
Original filing (PDF)20250926093858NAL0003928067001
ADDUS HEALTHCARE, INC.
Form 5500
FILING_RECEIVED
ADDUS HEALTHCARE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
25,864
Accounts w/ balance
3,413
Plan assets (EOY)
$48.2M
Net assets (EOY)
$48.2M
How this plan invests
This plan
12 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 70 bps in Schedule C fees — 141% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADDUS HEALTHCARE, INC..
Plan sponsor
Name
ADDUS HEALTHCARE, INC.
EIN
42-1014070
Address
2300 WARRENVILLE RD · DOWNERS GROVE, IL · 605151702
Phone
(866) 218-4272
Industry
Health Care & Social Assistancesee 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
2025-09-26
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $74K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $263K | — |
Investments
13 direct securities · 12 pooled funds· $54.4M(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.
Common Collective Trust
$38.7M
11 holdings
Uncategorized
$14.4M
13 holdings
Pooled Separate Account
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LFPTH IDX RTMT S FD GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $6.9M | 14.2% | |
| Great Gray Trust Company BlackRock LifePath Index Retirement S Fund | — | — | — | $6.9M | 14.2% | |
| BLACKROCK LFPTH IDX 2030 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $6.4M | 13.3% | |
| BLACKROCK LFPTH INDX 2035 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $5.4M | 11.2% | |
| BLACKROCK LFPTH INDX 2045 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $5.2M | 10.8% | |
| BLACKROCK LFPTH IDX 2040 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $4.7M | 9.8% | |
| BLACKROCK LFPTH IDX 2050 S FD GREAT GRAY TRUST COMPANY · EIN 26-3763031 / PN 149 | Common Collective Trust | — | — | $4.7M | 9.8% | |
| Great Gray Trust Company iShares S&P 500 Index K Fund | — | — | — | $2.6M | 5.4% | |
| BLACKROCK LFPTH INDX 2055 S FD GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $2.3M | 4.8% | |
| BLACKROCK LFPTH IDX 2060 S FD GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $1.7M | 3.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.3M | 2.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $1.0M | 2.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.1% | |
| American Funds Washington Mutual Investors R6 Fund | — | — | — | $531K | 1.1% | |
| Wasatch Core Growth Institutional Fund | — | — | — | $502K | 1.0% | |
| Hartford International Opportunities R6 Fund | — | — | — | $473K | 1.0% | |
| Great Gray Trust Company BlackRock Mid-Cap Growth Equity K Fund | — | — | — | $467K | 1.0% | |
| Great Gray Trust Company iShares Russell 2000 Small-Cap Index K Fund | — | — | — | $420K | 0.9% | |
| Great Gray Trust Company iShares Russell Mid-Cap Index K Fund | — | — | — | $387K | 0.8% | |
| American Funds American Balanced R6 Fund | — | — | — | $373K | 0.8% | |
| BLACKROCK LFPTH IDX 2065 S FD GREAT GRAY TRUST COMPANY · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $318K | 0.7% | |
| Hartford Total Return R6 Fund | — | — | — | $275K | 0.6% | |
| Delaware Small Cap Value R6 Fund | — | — | — | $239K | 0.5% | |
| American Century Mid-Cap Value R6 Fund | — | — | — | $208K | 0.4% | |
| BLACKROCK LFPTH INDX 2025 S FD GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |