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Original filing (PDF)20251015174628NAL0002826419001
AYLO HEALTH, LLC
Form 5500
FILING_RECEIVED
AYLO HEALTH 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
~79 bps in Sched C fees
Active participants
588
Accounts w/ balance
707
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 79 bps in Schedule C fees — 171% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AYLO HEALTH, LLC.
Plan sponsor
Name
AYLO HEALTH, LLC
EIN
58-1871078
Address
3333 RIVERWOOD PARKWAY · SUITE 250 · ATLANTA, GA · 30339
Phone
(770) 914-0116
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | — | CLEVELAND, OH | INVESTMENT ADVISOR | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC | — | CINCINNATI, OH | CONTRACT ADMIN | $28K | — |
Investments
29 direct securities· $10.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Investor Mutual Fund | — | — | — | $1.7M | 16.1% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.1M | 9.7% | |
| Fidelity Freedom Index 2045 Investor Mutual Fund | — | — | — | $917K | 8.5% | |
| Fidelity Freedom Index 2025 Investor Mutual Fund | — | — | — | $848K | 7.8% | |
| Fidelity Freedom Index 2040 Investor Mutual Fund | — | — | — | $832K | 7.7% | |
| Fidelity Freedom Index 2030 Investor Mutual Fund | — | — | — | $805K | 7.4% | |
| Fidelity Freedom Index 2050 Investor Mutual Fund | — | — | — | $727K | 6.7% | |
| Fidelity Freedom Index 2055 Investor Mutual Fund | — | — | — | $690K | 6.4% | |
| Empower Self-Directed Brokerage Accounts Self-Directed Brokerage | — | — | — | $371K | 3.4% | |
| Fidelity Freedom Index 2060 Investor Mutual Fund | — | — | — | $363K | 3.3% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $313K | 2.9% | |
| Fidelity Freedom Index 2020 Investor Mutual Fund | — | — | — | $309K | 2.8% | |
| American Funds Eupac R6 Mutual Fund | — | — | — | $249K | 2.3% | |
| American Funds New World R6 Mutual Fund | — | — | — | $235K | 2.2% | |
| Fidelity Freedom Index Income Investor Mutual Fund | — | — | — | $221K | 2.0% | |
| Notes receivable from participants various maturities | — | — | — | $215K | 2.0% | |
| Fidelity Freedom Index 2065 Investor Mutual Fund | — | — | — | $175K | 1.6% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $160K | 1.5% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $116K | 1.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $114K | 1.1% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $83K | 0.8% | |
| PIMCO Real Return Instl Mutual Fund | — | — | — | $63K | 0.6% | |
| Fixed Account - Series Class I Guaranteed contract | — | — | — | $62K | 0.6% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $57K | 0.5% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $57K | 0.5% | |
| AB Small Cap Growth Z Mutual Fund | — | — | — | $45K | 0.4% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $14K | 0.1% | |
| Franklin Small Cap Value R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| PIMCO Int Bond (USD-Hedged) Instl Mutual Fund | — | — | — | $1K | <0.1% |