Original filing (PDF)20251007124927NAL0007910640001

ATLAS HEALTHCARE PARTNERS, LLC

Name: ATLAS HEALTHCARE PARTNERS, LLC — ATLAS HEALTHCARE PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: ATLAS HEALTHCARE PARTNERS, LLC

Form 5500

FILING_RECEIVED

ATLAS HEALTHCARE PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

894

Accounts w/ balance

1,173

Plan assets (EOY)

$26.6M

Net assets (EOY)

$26.6M

How this plan invests

This plan

11 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ATLAS HEALTHCARE PARTNERS, LLC

EIN

82-3431080

Address

2355 E CAMELBACK RD SUITE 700 · PHOENIX, AZ · 85016

Phone

(602) 374-2560

Industry

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$126K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING LLC	—	OVERLAND PARK, KS	INVESTMENT ADVISOR	$56K	—

Investments

11 pooled funds· $12.3M(46% 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.

			% of plan
PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259	Common Collective Trust	$2.8M	10.6%
PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258	Common Collective Trust	$2.8M	10.6%
PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260	Common Collective Trust	$2.2M	8.4%
PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272	Common Collective Trust	$1.8M	6.9%
PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273	Common Collective Trust	$1.2M	4.3%
PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261	Common Collective Trust	$566K	2.1%
PUTNAM RETIREMENT ADV TRST 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274	Common Collective Trust	$326K	1.2%
PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262	Common Collective Trust	$264K	1.0%
PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268	Common Collective Trust	$175K	0.7%
PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275	Common Collective Trust	$103K	0.4%
PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268	Common Collective Trust	$3K	<0.1%