Original filing (PDF)20251007164606NAL0011812738001

AMERICAN HEALTH CARE ASSOCIATION

Name: AMERICAN HEALTH CARE ASSOCIATION — AMERICAN HEALTH CARE ASSOCIATION 401K AND DISCRETIONARY DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: AMERICAN HEALTH CARE ASSOCIATION

Form 5500

FILING_RECEIVED

AMERICAN HEALTH CARE ASSOCIATION 401K AND DISCRETIONARY DEFINED CONTRIBUTION PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

105

Accounts w/ balance

142

Plan assets (EOY)

$39.3M

Net assets (EOY)

$39.3M

How this plan invests

This plan

25 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

High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

AMERICAN HEALTH CARE ASSOCIATION

EIN

53-0260105

Address

122 C STREET NW · SUITE 400 · WASHINGTON, DC · 20001

Phone

(202) 842-4444

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES, LLC	46-5378846	—	NONE	$66K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CERITY PARTNERS	35-2467663	—	NONE	$27K	—
MATRIX TRUST COMPANY	75-3182674	—

Investments

25 direct securities· $38.5M(98% of reported assets)

Other securities

$37.2M

24 holdings

Common Collective Trusts

$1.3M

1 holding

					% of plan
Vanguard Target Retirement 2035 Inv Mutual Fund	Other securities	—	—	$7.1M	18.1%
Vanguard Target Retirement 2040 Inv Mutual Fund	Other securities	—	—	$5.2M	13.3%
Vanguard Target Retirement 2025 Inv Mutual Fund	Other securities	—	—	$3.4M	8.6%
Vanguard 500 Index Admiral Mutual Fund	Other securities	—	—	$3.4M	8.6%
Vanguard Target Retirement 2045 Inv Mutual Fund	Other securities	—	—	$2.2M	5.6%
Vanguard Target Retirement 2030 Inv Mutual Fund	Other securities	—	—	$1.8M	4.6%
American Funds Washington Mutual R6 Mutual Fund	Other securities	—	—	$1.7M	4.4%
Vanguard Target Retirement 2055 Inv Mutual Fund	Other securities	—	—	$1.7M	4.3%
Vanguard Total Bond Market Index Admiral Mutual Fund	Other securities	—	—	$1.7M	4.2%
Vanguard Target Retirement 2050 Inv Mutual Fund	Other securities	—	—	$1.4M	3.7%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$1.4M	3.7%
New York Life Anchor Account 35 Common Collective Trust	Common Collective Trusts	—	—	$1.3M	3.3%
Vanguard Small Cap Index Admiral Mutual Fund	Other securities	—	—	$1.1M	2.7%
Vanguard Target Retirement 2060 Inv Mutual Fund	Other securities	—	—	$747K	1.9%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Other securities	—	—	$717K	1.8%
Vanguard Mid Cap Index Admiral Mutual Fund	Other securities	—	—	$665K	1.7%
Vanguard Balanced Index Admiral Mutual Fund	Other securities	—	—	$544K	1.4%
Janus Henderson Triton I Mutual Fund	Other securities	—	—	$541K	1.4%
Vanguard Target Retirement 2020 Inv Mutual Fund	Other securities	—	—	$540K	1.4%
Carillion Eagle Mid Cap Growth Fund R5 Mutual Fund	Other securities	—	—	$403K	1.0%
Principal Diversifed Real Asset Fund 1 Mutual Fund	Other securities	—	—	$343K	0.9%
Vanguard Selected Value Inv Mutual Fund	Other securities	—	—	$255K	0.6%
DFA US Small Cap Value I Mutual Fund	Other securities	—	—	$178K	0.5%
Vanguard Target Retirement Income Inv Mutual Fund	Other securities	—	—	$97K	0.2%
Vanguard Target Retirement 2065 Inv Mutual Fund	Other securities	—	—	$73K	0.2%