Original filing (PDF)20251014174951NAL0003523265013

APTIHEALTH MEDICAL, PLLC

Name: APTIHEALTH MEDICAL, PLLC — APTIHEALTH MEDICAL 401(K) PLAN, Form 5500 (2024)
Creator: APTIHEALTH MEDICAL, PLLC

Form 5500

FILING_RECEIVED

APTIHEALTH MEDICAL 401(K) PLAN

401(k) retirement plan

Signals · 3

Late participant contributions37% in single holding66% employer stock

Active participants

127

Accounts w/ balance

144

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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) — 146K (22% of contributions).

Decision-maker contacts

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

Plan sponsor

Name

APTIHEALTH MEDICAL, PLLC

EIN

47-5066418

Address

268 BROADWAY · SUITE 101 · SARATOGA SPRINGS, NY · 12866

Phone

(888) 454-3827

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

30 direct securities· $1.5M(100% of reported assets)

Common Stock

$987K

16 holdings

Other securities

$519K

14 holdings

					% of plan
VANGUARD GROUP TOTAL STOCK INDEX ADMIRAL CLASS Mutual Fund	Common Stock	—	—	$563K	37.2%
VANGUARD FUNDS DEVELOPED MARKETS INDEX ADM Mutual Fund	Other securities	—	—	$236K	15.6%
VANGUARD GROUP BOND INDEX ADMIRAL CLASS Mutual Fund	Common Stock	—	—	$221K	14.6%
VANGUARD EMERGING MARKETS STK ADM CL Mutual Fund	Other securities	—	—	$126K	8.3%
VANGUARD GROUP INDEX 500 ADMIRAL Mutual Fund	Common Stock	—	—	$93K	6.1%
VANGUARD FUNDS TOTAL INTERNATIONAL BOND INDEX Mutual Fund	Other securities	—	—	$83K	5.5%
VANGUARD SPECIALIZED DIV REIT INDEX FUND ADM SHS Mutual Fund	Common Stock	—	—	$63K	4.2%
VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX ADM Mutual Fund	Other securities	—	—	$18K	1.2%
VANGUARD INFORMATION TECHNOLOGY INDEX ADM Mutual Fund	Other securities	—	—	$14K	0.9%
VANGUARD GROUP GROWTH INDEX ADM Mutual Fund	Common Stock	—	—	$12K	0.8%
VANGUARD UTILITIES INDEX ADMIRAL Mutual Fund	Other securities	—	—	$10K	0.6%
VANGUARD GROUP LG CAP INDEX FUND ADML Mutual Fund	Common Stock	—	—	$8K	0.5%
VANGUARD ENERGY INDEX ADMIRAL Mutual Fund	Other securities	—	—	$6K	0.4%
VANGUARD FINANCIALS INDEX ADM Mutual Fund	Other securities	—	—	$6K	0.4%
VANGUARD HEALTH CARE INDEX ADMIRAL Mutual Fund	Other securities	—	—	$5K	0.3%
VANGUARD TELECOM SERVICES INDEX ADMIRAL Mutual Fund	Other securities	—	—	$5K	0.3%
VANGUARD GROUP FTSE SOCIAL INDEX ADMIRAL Mutual Fund	Common Stock	—	—	$5K	0.3%
VANGUARD SPECIALIZED DIV DIVIDEND APPREC INDEX ADM Mutual Fund	Other securities	—	—	$4K	0.3%
VANGUARD GROUP HIGH DIVID YIELD INDEX ADMIRAL Mutual Fund	Common Stock	—	—	$4K	0.3%
VANGUARD GROUP VALUE INDEX ADM Mutual Fund	Common Stock	—	—	$4K	0.3%
VANGUARD GROUP MID CAP INDEX ADMIRAL Mutual Fund	Common Stock	—	—	$4K	0.3%
VANGUARD INDUSTRIALS INDEX ADMIRAL Mutual Fund	Other securities	—	—	$3K	0.2%
VANGUARD GROUP SMALL CAP GROWTH INDEX ADMIRAL Mutual Fund	Common Stock	—	—	$3K	0.2%
VANGUARD GROUP SM CAP INDEX ADMIRAL Mutual Fund	Common Stock	—	—	$2K	0.2%
VANGUARD GROUP ST BD INDEX ADMIRAL Mutual Fund	Common Stock	—	—	$1K	<0.1%
VANGUARD GROUP TOTAL INSTL STOCK INDEX ADM Mutual Fund	Common Stock	—	—	$1K	<0.1%
VANGUARD PACIFIC STOCK INDEX FUND ADML Mutual Fund	Other securities	—	—	$1K	<0.1%
VANGUARD GROUP INTL DVD APPREC Mutual Fund	Common Stock	—	—	$1K	<0.1%
VANGUARD GROUP MID-CAP VALUE INDEX FD - ADMIRAL Mutual Fund	Common Stock	—	—	$1K	<0.1%
VANGUARD MATERIALS INDEX ADMIRAL Mutual Fund	Other securities	—	—	$1K	<0.1%