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Original filing (PDF)20250410092247NAL0042419474001
STONEHILL FRANCISCAN SERVICES
Form 5500
FILING_RECEIVED
STONEHILL FRANCISCAN SERVICES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
261
Accounts w/ balance
339
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONEHILL FRANCISCAN SERVICES.
Plan sponsor
Name
STONEHILL FRANCISCAN SERVICES
EIN
51-0141775
Address
3485 WINDSOR AVENUE · DUBUQUE, IA · 520011312
Phone
(563) 557-7180
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
AMERICANTCS FIDUCIARY SERVICES, LLC
EIN
93-2789379
City
PITTSBURGH, PA
Phone
(877) 514-5600
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
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)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 83-3455979 | DUBUQUE, IA | NONE | $32K | — |
Investments
1 pooled fund· $5.0M(45% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | $5.0M | 44.9% |
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