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Original filing (PDF)20251013141236NAL0000698579001
AMERICAN HEALTH CARE
Form 5500
FILING_RECEIVED
RANDOLPH HEALTH 401(K) PLAN
401(k) retirement plan
Active participants
1,139
Accounts w/ balance
764
Plan assets (EOY)
$41.2M
Net assets (EOY)
$41.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN HEALTH CARE.
Plan sponsor
Name
AMERICAN HEALTH CARE
EIN
85-4354835
Address
1901 AVENUE OF THE STARS · SUITE 1060 · LOS ANGELES, CA · 90067
Phone
(336) 625-5151
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $89K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | FINANCIAL ADVISOR | $52K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN | 41-0746749 | — | AUDITOR | $20K | — |
Investments
25 direct securities · 1 pooled fund· $41.2M(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.
Uncategorized
$40.2M
25 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock John Hancock Mmngr 2030 Lftm R6 | — | — | — | $6.3M | 15.2% | |
| John Hancock John Hancock Mmngr 2025 Lftm R6 | — | — | — | $5.5M | 13.4% | |
| John Hancock John Hancock Mmngr 2035 Lftm R6 | — | — | — | $3.7M | 8.9% | |
| Fidelity 500 Index Fd | — | — | — | $3.5M | 8.5% | |
| John Hancock John Hancock Mmngr 2040 Lftm R6 | — | — | — | $3.0M | 7.2% | |
| John Hancock John Hancock Mmngr 2045 Lftm R6 | — | — | — | $2.5M | 6.0% | |
| Fidelity US Bond Index Fd | — | — | — | $1.8M | 4.3% | |
| John Hancock John Hancock Mmngr 2050 Lftm R6 | — | — | — | $1.7M | 4.1% | |
| John Hancock John Hancock Mmngr 2055 Lftm R6 | — | — | — | $1.5M | 3.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.5M | 3.6% | |
| Fidelity International Idx Fd | — | — | — | $1.5M | 3.5% | |
| John Hancock John Hancock Mmngr 2060 Lftm R6 | — | — | — | $1.4M | 3.4% | |
| MFS Intl Diversification Fd R6 | — | — | — | $1.2M | 3.0% | |
| JOHN HANCOCK STABLE VAL FUND R6 JOHN HANCOCK USA · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.5% | |
| Fidelity Sm Cap Index Fund | — | — | — | $894K | 2.2% | |
| Thornburg Strategic Inc R6 | — | — | — | $691K | 1.7% | |
| MFS Growth Fund R6 | — | — | — | $662K | 1.6% | |
| Putnam Large Cap Value R6 | — | — | — | $641K | 1.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $633K | 1.5% | |
| JP Morgan JP Morgan Core Bond Fund R6 | — | — | — | $562K | 1.4% | |
| John Hancock John Hancock Mmngr 2020 Lftm R6 | — | — | — | $344K | 0.8% | |
| American Cent American Cent Sm Cap Val R6 | — | — | — | $340K | 0.8% | |
| John Hancock John Hancock Mmngr 2010 Lftm R6 | — | — | — | $191K | 0.5% | |
| Loomis Sayles Sm Cap Growth N | — | — | — | $189K | 0.5% | |
| John Hancock John Hancock Mmngr 2015 Lftm R6 | — | — | — | $102K | 0.2% | |
| JP Morgan JP Morgan US Govt MMkt Cap | — | — | — | $5K | <0.1% |