How big is Healthspan Partners' plan?

Healthspan Partners' plan reported $23.1M in assets and 22 participants for 2024.

Original filing (PDF)20251014085505NAL0003464544001

Healthspan Partners

Name: Healthspan Partners — Healthspan Retirement Savings, Form 5500 (2024)
Creator: Healthspan Partners
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Healthspan Retirement Savings Plan 403(b)

403(b) retirement plan · Healthspan Partners' Healthspan Retirement Savings Plan 403(b) held $23.1M in plan assets for 22 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

Accounts w/ balance

281

Plan assets (EOY)

$23.1M

Net assets (EOY)

$23.1M

Plan identifiers

Healthspan Partners' EIN is 46-3055925.

EIN 46-3055925

Plan number 001

Plan year 2024

ACK ID 20251014085505NAL0003464544001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Healthspan Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Healthspan Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTHSPAN PARTNERS.

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

HEALTHSPAN PARTNERS

EIN

all filings

Address

4600 MCAULEY PLACE, SUITE 100 · BLUE ASH, OH · 45242

Phone

(513) 639-0333

Industry

Health Care & Social Assistance

Plan administrator

Name

HEALTHSPAN PARTNERS RETIREMENT PLAN COMMITTEE

EIN

37-1837406

City

BLUE ASH, OH

Phone

(513) 639-0333

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

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INV. INST. OPER. C0,. LLC	04-2647786	—	RECORDKEEPER	$9K	—

Investments

24 direct securities· $23.1M(100% of reported assets)

Mutual Funds

$18.5M

19 holdings

Common Collective Trusts

$3.8M

3 holdings

Self-Directed Brokerage

$764K

1 holding

Bonds / Notes

$11K

1 holding

					% of plan
Fidelity Management Trust Company State Street Target Retirement Fund 2030	Mutual Funds	—	—	$3.9M	16.7%
Fidelity Management Trust Company State Street Target Retirement Fund 2025	Mutual Funds	—	—	$3.2M	13.7%
Fidelity Management Trust Company Fidelity® Total Market Index Fund – Institutional Class	Common Collective Trusts	—	—	$2.8M	12.2%
Fidelity Management Trust Company Harbor Capital Appreciation Fund Institutional Class	Mutual Funds	—	—	$2.4M	10.4%
Fidelity Management Trust Company State Street Target Retirement Fund 2035	Mutual Funds	—	—	$2.1M	9.2%
Fidelity Management Trust Company State Street Target Retirement Fund 2040	Mutual Funds	—	—	$1.7M	7.3%
Fidelity Management Trust Company State Street Target Retirement Fund 2020	Mutual Funds	—	—	$1.5M	6.4%
Fidelity Management Trust Company State Street Target Retirement Fund 2045	Mutual Funds	—	—	$928K	4.0%
Fidelity Management Trust Company Vanguard FTSE Social Index Fund Institutional Shares	Common Collective Trusts	—	—	$797K	3.5%
Fidelity Management Trust Company Brokerage Link – Fidelity® Mutual Funds	Self-Directed Brokerage	—	—	$764K	3.3%
Fidelity Management Trust Company Vanguard Federal Money Market Fund Investor Shares	Mutual Funds	—	—	$658K	2.9%
Fidelity Management Trust Company John Hancock Funds Disciplined Value Fund Class R6	Mutual Funds	—	—	$551K	2.4%
Fidelity Management Trust Company William Blair Small-Mid Cap Core Fund Class R6	Mutual Funds	—	—	$382K	1.7%
Fidelity Management Trust Company State Street Target Retirement Fund 2050	Mutual Funds	—	—	$339K	1.5%
Fidelity Management Trust Company American Funds EuroPacific Growth Fund® Class R-6	Mutual Funds	—	—	$331K	1.4%
Fidelity Management Trust Company Fidelity® Sustainable Emerging Markets Equity Fund	Mutual Funds	—	—	$175K	0.8%
Fidelity Management Trust Company PGIM Total Return	Mutual Funds	—	—	$156K	0.7%
Fidelity Management Trust Company Vanguard Extended Market Index Fund Institutional Shares	Common Collective Trusts	—	—	$147K	0.6%
Fidelity Management Trust Company State Street Target Retirement Fund	Mutual Funds	—	—	$141K	0.6%
Fidelity Management Trust Company Dreyfus/Standish Global Fixed Income Fund Class I	Mutual Funds	—	—	$80K	0.3%
Fidelity Management Trust Company PIMCO All Asset Fund Institutional Class	Mutual Funds	—	—	$39K	0.2%
Fidelity Management Trust Company State Street Target Retirement Fund 2060	Mutual Funds	—	—	$27K	0.1%
Fidelity Management Trust Company State Street Target Retirement Fund 2055	Mutual Funds	—	—	$17K	<0.1%
Notes receivable from participants Participant loans with interest rates of 4.25% to 9.50%,	Bonds / Notes	—	—	$11K	<0.1%