Original filing (PDF)20260213120936NAL0001540929001

HEALTHCARE ACCESS MARYLAND, INC.

Name: HEALTHCARE ACCESS MARYLAND, INC. — HEALTHCARE ACCESS MARYLAND RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: HEALTHCARE ACCESS MARYLAND, INC.

Form 5500

FILING_RECEIVED

HEALTHCARE ACCESS MARYLAND RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

~76 bps in Sched C fees

Active participants

193

Accounts w/ balance

244

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

How this plan invests

This plan

2 pooled trusts

Schedule D

27 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHCARE ACCESS MARYLAND, INC..

Plan sponsor

Name

HEALTHCARE ACCESS MARYLAND, INC.

EIN

52-2017095

Address

217 E REDWOOD STREET · BALTIMORE, MD · 21202

Phone

(410) 649-0521

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$36K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

27 direct securities · 2 pooled funds· $7.1M(100% 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.

Other securities

$7.1M

27 holdings

Common Collective Trust

$14K

2 holdings

					% of plan
American Funds 2045 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$1.3M	18.7%
American Funds 2050 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$1.1M	14.9%
American Funds 2040 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$1.0M	14.5%
American Funds 2035 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$777K	11.0%
Key Guaranteed Portfolio Fund Interest in insurance company general account xx	Other securities	—	—	$466K	6.6%
American Funds 2055 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$458K	6.5%
American Funds 2025 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$362K	5.1%
American Funds 2030 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$328K	4.6%
American Funds 2020 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$289K	4.1%
American Funds 2060 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$276K	3.9%
maturing at various dates through March 2032 -	Other securities	—	—	$253K	3.6%
Fidelity 500 Index Interest in registered investment companies xx	Other securities	—	—	$92K	1.3%
American Funds New World Fund R6 Interest in registered investment companies xx	Other securities	—	—	$65K	0.9%
American Funds 2015 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$56K	0.8%
Fidelity U.S Bond Index Fund Interest in registered investment companies xx	Other securities	—	—	$44K	0.6%
Fidelity Internationa Index Fund Interest in registered investment companies xx	Other securities	—	—	$40K	0.6%
Fidelity Mid Cap Index Fund Interest in registered investment companies xx	Other securities	—	—	$32K	0.5%
Fidelity Small Cap Index Interest in registered investment companies xx	Other securities	—	—	$29K	0.4%
American Funds Bond Fund of America R6 Interest in registered investment companies xx	Other securities	—	—	$26K	0.4%
DFA International large Cap Growth Portfolio Interest in registered investment companies xx	Other securities	—	—	$20K	0.3%
American Funds New Perspective Fund Class R6 Interest in registered investment companies xx	Other securities	—	—	$12K	0.2%
American Funds 2010 Target Date Retirement R6 Interest in registered investment companies xx	Other securities	—	—	$10K	0.1%
LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626	Common Collective Trust	—	—	$10K	0.1%
MFS Mid Cap Value Fund Class R6 Interest in registered investment companies xx 610 MFS New Discovery Value R6 Interest in registered investment companies xx	Other securities	—	—	$9K	0.1%
J.P. Morgan Mid Cap Growth R6 Interest in registered investment companies xx	Other securities	—	—	$7K	0.1%
J.P. Morgan Equity Income R6 Interest in registered investment companies xx	Other securities	—	—	$7K	<0.1%
Hartford Climate Opportunities Fund Class R6 Interest in registered investment companies xx	Other securities	—	—	$7K	<0.1%
PGIM High-Yield Fund Class R6 Interest in registered investment companies xx	Other securities	—	—	$5K	<0.1%
SMALL CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4097324 / PN 487	Common Collective Trust	—	—	$4K	<0.1%