How big is Spectrum Home Health, Inc.'s plan?

Spectrum Home Health, Inc.'s plan reported $13.1M in assets and 189 participants for 2024.

Original filing (PDF)20250903134245NAL0009108083001

Spectrum Home Health, Inc.

Name: Spectrum Home Health, Inc. — APPL Orchard 401(k), Form 5500 (2024)
Creator: Spectrum Home Health, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

APPL Orchard 401(k) Plan

401(k) retirement plan · Spectrum Home Health, Inc.'s APPL Orchard 401(k) Plan held $13.1M in plan assets for 189 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

189

Accounts w/ balance

157

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

People on this filing

Stacey Baker signed Spectrum Home Health, Inc.'s 2024 Form 5500 as plan administrator.

Stacey Baker — 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

Spectrum Home Health, Inc.'s EIN is 81-2621729.

EIN 81-2621729

Plan number 002

Plan year 2024

ACK ID 20250903134245NAL0009108083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spectrum Home Health, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spectrum Home Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

34 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

SPECTRUM HOME HEALTH, INC.

EIN

all filings

Address

2915 STRONG AVE. · KANSAS CITY, KS · 66106

Phone

(913) 831-2979

Industry

Health Care & Social Assistance

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

2025-09-03

Pension benefit codes

2E · Profit-sharing

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

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERP NATIONAL LLC	84-2409363	—	TPA	$0	—

Investments

34 direct securities · 1 pooled fund· $25.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$13.0M

1 holding

Pooled Separate Accounts

$12.5M

33 holdings

Other securities

$382K

1 holding

					% of plan
SEPARATEACCOUNTD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$13.0M	98.6%
American Funds Growth Fund of America Pooled separate account	Pooled Separate Accounts	—	—	$1.2M	8.8%
American Funds Washington Mutual Pooled separate account	Pooled Separate Accounts	—	—	$1.1M	8.0%
Voya Retirement Insurance and Annuity Company American Funds AMCAP Fund Pooled separate account	Pooled Separate Accounts	—	—	$948K	7.2%
American Funds 2035 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$880K	6.7%
American Funds 2045 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$833K	6.3%
American Funds 2030 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$750K	5.7%
American Funds New Perspective Pooled separate account	Pooled Separate Accounts	—	—	$730K	5.6%
American Funds 2040 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$580K	4.4%
American Funds 2050 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$573K	4.4%
American Funds Income Fund of America Pooled separate account	Pooled Separate Accounts	—	—	$568K	4.3%
Vanguard 500 Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$565K	4.3%
American Funds American Balanced Fund Pooled separate account	Pooled Separate Accounts	—	—	$546K	4.2%
American Funds 2055 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$534K	4.1%
American Funds EuroPacific Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$519K	3.9%
Voya Fixed Account Fixed account	Other securities	—	—	$382K	2.9%
American Funds 2025 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$380K	2.9%
Vanguard Small Cap Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$331K	2.5%
American Funds 2060 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$292K	2.2%
Vanguard Mid Cap Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$283K	2.2%
MFS Total Return Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$262K	2.0%
American Funds 2020 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$223K	1.7%
DFA U.S. Targeted Value Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$136K	1.0%
American Funds New World Pooled separate account	Pooled Separate Accounts	—	—	$72K	0.5%
DFA Real Estate Securities Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$69K	0.5%
Eaton Vance Atlanta Capital SMID-Cap Fund Pooled separate account	Pooled Separate Accounts	—	—	$68K	0.5%
Vanguard Life Strategy Moderate Growth Pooled separate account	Pooled Separate Accounts	—	—	$61K	0.5%
Victory Sycamore Established Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$51K	0.4%
Vanguard Life Strategy Cons Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$26K	0.2%
Vanguard Life Strategy Income Fund Pooled separate account	Pooled Separate Accounts	—	—	$15K	0.1%
PGIM High Yield Fund Pooled separate account	Pooled Separate Accounts	—	—	$11K	<0.1%
American Funds 2015 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$9K	<0.1%
BrandywineGLOBAL Global Opps Bond Pooled separate account 790 ClearBridge Small Cap Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$6K	<0.1%
DFA Inflation Protected Securities Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$3K	<0.1%
Voya Government Money Market Fund Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%