How big is Post Acute Medical, LLC's plan?

Post Acute Medical, LLC's plan reported $90.2M in assets and 7,873 participants for 2024.

Original filing (PDF)20251010162306NAL0008473473001

Post Acute Medical, LLC

Name: Post Acute Medical, LLC — Post Acute Medical, LLC, Form 5500 (2024)
Creator: Post Acute Medical, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Post Acute Medical, LLC 401(k) Plan

401(k) retirement plan · Post Acute Medical, LLC's Post Acute Medical, LLC 401(k) Plan held $90.2M in plan assets for 7,873 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

7,873

Accounts w/ balance

2,680

Plan assets (EOY)

$90.2M

Net assets (EOY)

$90.2M

People on this filing

Karick Stober signed Post Acute Medical, LLC's 2024 Form 5500 as plan administrator.

Karick Stober — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Post Acute Medical, LLC's EIN is 65-1293677.

EIN 65-1293677

Plan number 001

Plan year 2024

ACK ID 20251010162306NAL0008473473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Post Acute Medical, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Post Acute Medical, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POST ACUTE MEDICAL, LLC.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 4512K (25% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

POST ACUTE MEDICAL, LLC

EIN

all filings

Address

1828 GOOD HOPE ROAD · SUITE 102 · ENOLA, PA · 17025

Phone

(717) 731-9660

Industry

Health Care & Social Assistance

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

2025-10-10

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0472300	—	SERVICE PROVIDER	$76K	—

Investments

26 direct securities· $88.7M(98% of reported assets)

Mutual Funds

$77.7M

19 holdings

Other securities

$3.6M

4 holdings

Stable Value

$3.0M

1 holding

Common Collective Trusts

$2.7M

1 holding

Bonds / Notes

$1.7M

1 holding

					% of plan
MFS Lifetime 2035 Class R3 Mutual Fund	Mutual Funds	—	—	$13.2M	14.6%
MFS Lifetime 2040 Class R3 Mutual Fund	Mutual Funds	—	—	$10.9M	12.1%
MFS Lifetime 2030 Class R3 Mutual Fund	Mutual Funds	—	—	$8.3M	9.2%
MFS Lifetime 2045 Class R3 Mutual Fund	Mutual Funds	—	—	$7.8M	8.7%
MFS Lifetime 2050 Class R3 Mutual Fund	Mutual Funds	—	—	$7.6M	8.5%
MFS Lifetime 2055 Class R3 Mutual Fund	Mutual Funds	—	—	$6.5M	7.2%
MFS Lifetime 2025 Class R3 Mutual Fund	Mutual Funds	—	—	$5.5M	6.1%
MFS Growth Class R3 Mutual Fund	Mutual Funds	—	—	$3.9M	4.4%
Vanguard Mid Cap Index Admiral Shares Mutual Fund	Mutual Funds	—	—	$3.3M	3.7%
Lincoln Stable Value Account Group Fixed Annuity Contract	Stable Value	—	—	$3.0M	3.3%
MFS Lifetime 2060 Class R3 Mutual Fund	Mutual Funds	—	—	$3.0M	3.3%
Invesco Equally Weighted S&P 500 Class Y Mutual Fund	Common Collective Trusts	—	—	$2.7M	3.0%
MFS Lifetime Income Class R3 Mutual Fund	Mutual Funds	—	—	$2.3M	2.6%
Vanguard Small Cap Index Admiral Shares Mutual Fund	Mutual Funds	—	—	$2.1M	2.3%
Notes Receivable from Participants (Participant Loans) 4.25% - 9.50% -0-	Bonds / Notes	—	—	$1.7M	1.9%
JPMorgan Equity Income Class R4 Mutual Fund	Other securities	—	—	$1.3M	1.5%
Eaton Vance Atlanta Capital SMID Cap Class I Mutual Fund	Other securities	—	—	$1.1M	1.2%
John Hancock Funds Disciplined Value Mid Cap Class R4 Mutual Fund	Other securities	—	—	$804K	0.9%
Vanguard Inflation Protected Securities Admiral Shares Mutual Fund	Mutual Funds	—	—	$750K	0.8%
MFS International Intrinsic Value Class R3 Mutual Fund	Mutual Funds	—	—	$613K	0.7%
Fidelity Advisor Small Cap Growth I Class Mutual Fund	Mutual Funds	—	—	$589K	0.7%
American Funds New World Class R4 Mutual Fund	Mutual Funds	—	—	$448K	0.5%
Pioneer Bond Class Y Mutual Fund	Other securities	—	—	$395K	0.4%
Invesco Small Cap Index Value Class Y Mutual Fund	Mutual Funds	—	—	$338K	0.4%
DFA International Core Equity Institutional Class Mutual Fund	Mutual Funds	—	—	$250K	0.3%
Invesco Global Strategic Income Class Y Mutual Fund	Mutual Funds	—	—	$91K	0.1%