Original filing (PDF)20251009130133NAL0003593443001

RURAL HEALTH CARE, INCORPORATED D/B/A AZA HEALTH

Name: RURAL HEALTH CARE, INCORPORATED D/B/A AZA HEALTH — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RURAL HEALTH CARE, INCORPORATED D/B/A AZA HEALTH, Form 5500 (2024)
Creator: RURAL HEALTH CARE, INCORPORATED D/B/A AZA HEALTH

Form 5500

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RURAL HEALTH CARE, INCORPORATED D/B/A AZA HEALTH

401(k) retirement plan

Active participants

251

Accounts w/ balance

371

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

How this plan invests

This plan

1 pooled trust

Schedule D

46 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RURAL HEALTH CARE, INCORPORATED D/B/A AZA HEALTH.

Plan sponsor

Name

RURAL HEALTH CARE, INCORPORATED D/B/A AZA HEALTH

EIN

59-1792958

Address

146 COMFORT RD · PALATKA, FL · 321778636

Phone

(386) 326-1086

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

JAMES MOORE & CO., P.L.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$4K	—

Investments

46 direct securities · 1 pooled fund· $39.6M(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

$20.6M

46 holdings

Pooled Separate Account

$19.1M

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$19.1M	92.9%
Mutual of America Life Insurance Company	Other securities	—	—	$4.3M	20.7%
Mutual of America Life Insurance Company	Other securities	—	—	$2.0M	9.6%
Mutual of America Life Insurance Company	Other securities	—	—	$1.9M	9.2%
Mutual of America Life Insurance Company	Other securities	—	—	$1.7M	8.3%
Mutual of America Life Insurance Company	Other securities	—	—	$1.6M	7.6%
Mutual of America Life Insurance Company	Other securities	—	—	$1.1M	5.4%
Mutual of America Life Insurance Company	Other securities	—	—	$909K	4.4%
Mutual of America Life Insurance Company	Other securities	—	—	$886K	4.3%
Mutual of America Life Insurance Company	Other securities	—	—	$850K	4.1%
Mutual of America Life Insurance Company	Other securities	—	—	$694K	3.4%
Mutual of America Life Insurance Company	Other securities	—	—	$680K	3.3%
Mutual of America Life Insurance Company	Other securities	—	—	$677K	3.3%
Mutual of America Life Insurance Company	Other securities	—	—	$565K	2.8%
Mutual of America Life Insurance Company	Other securities	—	—	$425K	2.1%
Mutual of America Life Insurance Company	Other securities	—	—	$417K	2.0%
Notes receivable from participants	Other securities	—	—	$337K	1.6%
Mutual of America Life Insurance Company	Other securities	—	—	$292K	1.4%
Mutual of America Life Insurance Company	Other securities	—	—	$220K	1.1%
Mutual of America Life Insurance Company	Other securities	—	—	$179K	0.9%
Mutual of America Life Insurance Company	Other securities	—	—	$169K	0.8%
Mutual of America Life Insurance Company	Other securities	—	—	$158K	0.8%
Mutual of America Life Insurance Company	Other securities	—	—	$59K	0.3%
Mutual of America Life Insurance Company	Other securities	—	—	$59K	0.3%
Mutual of America Life Insurance Company	Other securities	—	—	$57K	0.3%
Mutual of America Life Insurance Company	Other securities	—	—	$50K	0.2%
Mutual of America Life Insurance Company	Other securities	—	—	$39K	0.2%
Mutual of America Life Insurance Company	Other securities	—	—	$35K	0.2%
Mutual of America Life Insurance Company	Other securities	—	—	$32K	0.2%
Mutual of America Life Insurance Company	Other securities	—	—	$31K	0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$26K	0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$23K	0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$19K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$18K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$17K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$17K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$17K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$15K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$12K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$11K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$10K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$9K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$6K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$5K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$4K	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$300	<0.1%
Mutual of America Life Insurance Company	Other securities	—	—	$122	<0.1%

1–47 of 47

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