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Original filing (PDF)20250804121609NAL0000966801001
ANMED HEALTH
Form 5500
FILING_RECEIVED
ANMED HEALTH RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,869
Accounts w/ balance
3,403
Plan assets (EOY)
$237.0M
Net assets (EOY)
$237.0M
How this plan invests
This plan
74 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANMED HEALTH.
Plan sponsor
Name
ANMED HEALTH
EIN
57-0359174
Address
800 NORTH FANT STREET · ANDERSON, SC · 29621
Phone
(864) 512-1000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $99K | — |
| THE VARIABLE ANNUITY LIFE INSURANCE | 74-1625348 | — | NONE | $1K | — |
Investments
74 direct securities· $232.5M(98% of reported assets)
Uncategorized
$174.4M
72 holdings
Guaranteed Income / GIC
$56.5M
1 holding
Mutual Funds
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Variable Annuity Life Insurance Co. Fixed-Account | Guaranteed Income / GIC | — | — | $56.5M | 23.9% | |
| Institutional Index Fund | — | — | — | $51.4M | 21.7% | |
| Vanguard Small Cap Institutional Fund | — | — | — | $15.3M | 6.4% | |
| Natixis Loomis Sayles Core Plus Bond Fund | — | — | — | $14.0M | 5.9% | |
| Mid Cap Institutional Fund | — | — | — | $13.3M | 5.6% | |
| American Europacific Growth Fund | — | — | — | $12.9M | 5.4% | |
| Century Growth Fund | — | — | — | $11.2M | 4.7% | |
| International Growth Admiral Fund | — | — | — | $9.4M | 4.0% | |
| Target Retirement 2040 | — | — | — | $5.5M | 2.3% | |
| Target Retirement 2025 | — | — | — | $3.9M | 1.7% | |
| Target Retirement 2030 | — | — | — | $3.9M | 1.6% | |
| Target Retirement 2050 | — | — | — | $3.7M | 1.6% | |
| Target Retirement 2045 | — | — | — | $3.2M | 1.3% | |
| Target Retirement 2035 | — | — | — | $3.1M | 1.3% | |
| Target Retirement 2055 | — | — | — | $2.9M | 1.2% | |
| maturing through November 2033 | — | — | — | $2.7M | 1.1% | |
| Beacon Large Cap Value Fund | — | — | — | $2.7M | 1.1% | |
| Explorer Fund | — | — | — | $2.0M | 0.9% | |
| Cohen and Steers Institutional Real Estate Fund | — | — | — | $1.8M | 0.8% | |
| Target Retirement 2065 | — | — | — | $1.6M | 0.7% | |
| JP Morgan Mid Cap Val I Fund | — | — | — | $1.5M | 0.6% | |
| American Funds Beacon Small Cap Value Fund | Mutual Funds | — | — | $1.5M | 0.6% | |
| Target Retirement 2060 | — | — | — | $1.5M | 0.6% | |
| MassMutual Select Mid Cap Growth Equity II Fund | — | — | — | $1.4M | 0.6% | |
| Target Retirement 2020 | — | — | — | $493K | 0.2% | |
| CP Pres MM Inv Fund | — | — | — | $485K | 0.2% | |
| Stock Index Fund | — | — | — | $439K | 0.2% | |
| Science & Technology Fund | — | — | — | $429K | 0.2% | |
| Target Retirement Income | — | — | — | $412K | 0.2% | |
| Large Capital Growth | — | — | — | $325K | 0.1% | |
| NASDAQ-100 (R) Index | — | — | — | $302K | 0.1% | |
| Mid Cap Index Fund | — | — | — | $302K | 0.1% | |
| T. Rowe Price Retirement 2030 | — | — | — | $273K | 0.1% | |
| Lifestrategy Moderate | — | — | — | $189K | <0.1% | |
| Wellington | — | — | — | $170K | <0.1% | |
| Moderate Growth Lifestyle | — | — | — | $166K | <0.1% | |
| Mid Cap Strategic Growth | — | — | — | $163K | <0.1% | |
| Windsor II | — | — | — | $152K | <0.1% | |
| Aggressive Growth Lifestyle | — | — | — | $129K | <0.1% | |
| VALIC Government Money Market Fund Inst | — | — | — | $128K | <0.1% | |
| Fixed accounts held as collateral for loans to participants | — | — | — | $90K | <0.1% | |
| Retirement 2035 | — | — | — | $80K | <0.1% | |
| Dividend Value | — | — | — | $74K | <0.1% | |
| Small Cap Growth Fund | — | — | — | $71K | <0.1% | |
| Small Cap Index Fund | — | — | — | $66K | <0.1% | |
| Lifestrategy Growth | — | — | — | $63K | <0.1% | |
| Ariel Appreciation Fund 293 Ariel | — | — | — | $59K | <0.1% | |
| Systematic Core Fund | — | — | — | $55K | <0.1% | |
| Variable Annuities American Funds Beacon Large Cap Growth Fund | — | — | — | $49K | <0.1% | |
| Global Strategy | — | — | — | $46K | <0.1% | |
| International Equities Index Fund | — | — | — | $44K | <0.1% | |
| International Value | — | — | — | $41K | <0.1% | |
| Retirement 2050 | — | — | — | $38K | <0.1% | |
| Capital Appreciation | — | — | — | $37K | <0.1% | |
| Small Cap Special Value Fund | — | — | — | $36K | <0.1% | |
| Core Bond | — | — | — | $29K | <0.1% | |
| Inflation Protected Fund | — | — | — | $27K | <0.1% | |
| International Growth Fund | — | — | — | $21K | <0.1% | |
| Systematic Value | — | — | — | $19K | <0.1% | |
| Retirement 2040 | — | — | — | $19K | <0.1% | |
| Retirement 2055 | — | — | — | $17K | <0.1% | |
| International Socially Responsible Fund | — | — | — | $17K | <0.1% | |
| Long-Term Inv-Grade | — | — | — | $16K | <0.1% | |
| High Yield Bond | — | — | — | $16K | <0.1% | |
| Long-Term Treasury | — | — | — | $15K | <0.1% | |
| Systematic Growth Fund | — | — | — | $12K | <0.1% | |
| Growth Fund | — | — | — | $6K | <0.1% | |
| Retirement 2045 | — | — | — | $5K | <0.1% | |
| International Government Bond | — | — | — | $4K | <0.1% | |
| Vanguard Lifestrategy Conservative | — | — | — | $4K | <0.1% | |
| Mid Cap Value Fund | — | — | — | $3K | <0.1% | |
| Conservative Growth Lifestyle | — | — | — | $3K | <0.1% | |
| Small Cap Value Fund | — | — | — | $2K | <0.1% | |
| Retirement 2060 | — | — | — | $1K | <0.1% |