How big is 2014 Health, LLC's plan?

2014 Health, LLC's plan reported $21.6M in assets and 2,262 participants for 2024.

Original filing (PDF)20251007120447NAL0002444019001

2014 Health, LLC

Name: 2014 Health, LLC — US Healthvest Group 401(k) Plan, Form 5500 (2024)
Creator: 2014 Health, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

US Healthvest Group 401(k) Plan

401(k) retirement plan · 2014 Health, LLC's US Healthvest Group 401(k) Plan held $21.6M in plan assets for 2,262 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

2,262

Accounts w/ balance

683

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

Plan identifiers

2014 Health, LLC's EIN is 46-5717505.

EIN 46-5717505

Plan number 001

Plan year 2024

ACK ID 20251007120447NAL0002444019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 2014 Health, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

2014 Health, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 2014 HEALTH, LLC.

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How this plan invests

This plan

92 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 326K (7% of contributions).
Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Plan sponsor

Name

2014 HEALTH, LLC

EIN

all filings

Address

555 WILSON LANE · DES PLAINES, IL · 60016

Phone

(847) 768-5888

Industry

Health Care & Social Assistance

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES, LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS	61-1758632	—	NONE	$60K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROACCOUNT	73-0988442	—	NONE	$44K	—
ASSURED PARTNERS NORTHEAST, LLC	—	WHITE PLAINS, NY

Investments

92 direct securities· $21.5M(99% of reported assets)

Mutual Funds

$10.9M

42 holdings

Other securities

$6.1M

34 holdings

Common Collective Trusts

$3.9M

14 holdings

Participant loans

$529K

1 holding

Common Stocks

$37K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$2.2M	10.1%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$1.9M	8.8%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$1.3M	5.9%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$1.1M	5.1%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$872K	4.0%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$865K	4.0%
JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$860K	4.0%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$775K	3.6%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$663K	3.1%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$558K	2.6%
PGIM Total Return Bond Fund -Class R	Other securities	—	—	$530K	2.5%
Participant Loans	Participant loans	—	—	$529K	2.4%
Dodge & Cox International Stock Fund Class I	Mutual Funds	—	—	$516K	2.4%
Goldman Sachs GQG Ptnrs Intl Opps R6	Other securities	—	—	$509K	2.4%
Fidelity International Index Fund	Common Collective Trusts	—	—	$505K	2.3%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$491K	2.3%
Nationwide Loomis All Cap Growth Fund	Other securities	—	—	$480K	2.2%
Avantis US Large Cap Value Inst	Other securities	—	—	$458K	2.1%
JPMorgan Equity Income Fund Class R5	Other securities	—	—	$413K	1.9%
Avantis Emerging Markets Equity Fund (Inst)	Other securities	—	—	$400K	1.8%
PIMCO Real Return Fund Institutional Class	Mutual Funds	—	—	$340K	1.6%
BlackRock High Yield Bond Portfolio Class K	Other securities	—	—	$299K	1.4%
JPMorgan U.S. Research Enhanced Equity Fund-R6	Other securities	—	—	$279K	1.3%
BlackRock Total Return Fund Class K Shares	Other securities	—	—	$275K	1.3%
Fidelity Select Semiconductors Portfolio	Mutual Funds	—	—	$243K	1.1%
MFS Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$241K	1.1%
Principal Global Real Estate Securities Fund Class R-6	Other securities	—	—	$240K	1.1%
Diamond Hill Mid Cap Fund Class I	Other securities	—	—	$239K	1.1%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$234K	1.1%
Legal & General Commodity Strategy Fund - Institutional Shares	Other securities	—	—	$213K	1.0%
American Funds American Mutual Fund Class R-6	Mutual Funds	—	—	$199K	0.9%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$192K	0.9%
Columbia Balanced Inst2 Fund Stock Price	Other securities	—	—	$180K	0.8%
American Funds Capital World Gr&Inc R6	Mutual Funds	—	—	$169K	0.8%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$163K	0.8%
Vanguard Extended Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$163K	0.8%
Vanguard High-Yield Corporate Fund Admiral Shares	Mutual Funds	—	—	$161K	0.7%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$151K	0.7%
AB Global Bond Fund (Z)	Other securities	—	—	$145K	0.7%
Vanguard Explorer Fund Admiral Shares	Mutual Funds	—	—	$135K	0.6%
Avantis US Small Cap Value Instl	Other securities	—	—	$132K	0.6%
PIMCO StocksPLUS International Fund	Mutual Funds	—	—	$127K	0.6%
Goldman Sachs Small/Mid Cap Growth Instl	Other securities	—	—	$102K	0.5%
FullerThaler Behavioral Small-Cap Equity R6	Other securities	—	—	$93K	0.4%
Baird Partners Core Plus Bond Inst Fund Stock Price	Other securities	—	—	$87K	0.4%
Baron Fund Institutional Shares	Other securities	—	—	$85K	0.4%
T Rowe Price Retirement I 2045 Fund	Mutual Funds	—	—	$83K	0.4%
Janus Henderson Contrarian Fund N	Mutual Funds	—	—	$81K	0.4%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$67K	0.3%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$63K	0.3%