· 2022–2024 · DOL EFAST2
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ANKENY HEALTH CARE ENTERPRISES — SUNNY VIEW 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250623133829NAL0015588498001
ANKENY HEALTH CARE ENTERPRISES
Form 5500-SF
FILING_RECEIVED
SUNNY VIEW 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
140
Accounts w/ balance
28
Plan assets (EOY)
$693K
Net assets (EOY)
$693K
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ANKENY HEALTH CARE ENTERPRISES
.
Find decision makers
Plan sponsor
Name
ANKENY HEALTH CARE ENTERPRISES
EIN
42-1522857
Address
410 NW ASH DRIVE · ANKENY, IA · 50023
Phone
(515) 250-1043
Industry
Health Care & Social Assistance
see 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
2025-06-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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$693K · 109 participants
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GENERATIONS GROUP HOMES, INC. TAX SHELTERED ANNUITY 403(B) PLAN
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LSS OF FRAZEE, LLC
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THE FAMILY HEALTH II INC DBA LILIHA HEALTHCARE CENTER
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FAMILY OF CARING HEALTHCARE OF MONTCLAIR, LLC
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 20% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FAMILY OF CARING AT MONTCLAIR 401(K) PLAN
$692K · 95 participants
COMMUNITY LIVING CONCEPTS, INC.
COMMUNITY LIVING CONCEPTS, INC. 401(K) PLAN
$692K · 81 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
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TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
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PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
