Original filing (PDF)20250711122954NAL0004669955001

AMERICAN HEALTHCARE OPPS HOLDINGS, LLC

Name: AMERICAN HEALTHCARE OPPS HOLDINGS, LLC — AMERICAN HEALTHCARE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AMERICAN HEALTHCARE OPPS HOLDINGS, LLC

Form 5500

FILING_RECEIVED

AMERICAN HEALTHCARE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

115

Accounts w/ balance

152

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

How this plan invests

This plan

38 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

Decision-maker contacts

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

Plan sponsor

Name

AMERICAN HEALTHCARE OPPS HOLDINGS, LLC

EIN

86-3151174

Address

18191 VON KARMAN SUITE 300 · IRVINE, CA · 92612

Phone

(949) 270-9297

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-11

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$34K	—

Investments

38 direct securities· $20.0M(99% of reported assets)

Other securities

$19.1M

34 holdings

Cash / Money Market

$436K

2 holdings

Bonds / Notes

$332K

1 holding

Common Stock

$162K

1 holding

					% of plan
iShares S&P 500 Index Fund Mutual Funds	Other securities	—	—	$2.9M	14.2%
American Funds 2040 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$2.2M	11.0%
American Funds 2035 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$1.8M	9.1%
American Funds 2030 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$1.4M	7.0%
AB Large Cap Growth Fund Advisor Class Mutual Funds	Other securities	—	—	$1.3M	6.2%
American Funds 2045 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$1.2M	5.8%
American Funds 2055 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$842K	4.2%
American Funds 2050 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$814K	4.0%
Fidelity Mid Cap Value Index Fund Mutual Funds	Other securities	—	—	$804K	4.0%
T. Rowe Price Dividend Growth Fund Mutual Funds	Other securities	—	—	$711K	3.5%
BlackRock Health Sciences Opportunities Portfolio Fund Mutual Funds	Other securities	—	—	$609K	3.0%
Fidelity Large Cap Value Index Fund Mutual Funds	Other securities	—	—	$527K	2.6%
Fidelity Small Cap Growth Index Fund Mutual Funds	Other securities	—	—	$500K	2.5%
Fidelity Government Money Market Fund Class K6 Mutual Funds	Cash / Money Market	—	—	$433K	2.1%
iShares Russell 2000 Small-Cap Index Fund Class K Mutual Funds	Other securities	—	—	$424K	2.1%
MFS Mid Cap Value Fund Class R3 Mutual Funds	Other securities	—	—	$357K	1.8%
Franklin Small Cap Value Fund Class A Mutual Funds	Other securities	—	—	$345K	1.7%
Participant Loans to participants, bearing interest from 5.25% to 10.50%	Bonds / Notes	—	—	$332K	1.6%
American Funds 2025 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$324K	1.6%
PGIM Jennison International Opps R6 Mutual Funds	Other securities	—	—	$314K	1.6%
DWS Real Estate Securities Fund Mutual Funds	Other securities	—	—	$312K	1.6%
MFS International Diversification Fund Class R3 Mutual Funds	Other securities	—	—	$212K	1.1%
DFA Emerging Markets I Mutual Funds	Other securities	—	—	$200K	1.0%
Nuveen Strategic Inc. Mutual Funds	Common Stock	—	—	$162K	0.8%
Victory Government SEC R6 Mutual Funds	Other securities	—	—	$147K	0.7%
PGIM High Yield Fund- Class R6 Mutual Funds	Other securities	—	—	$138K	0.7%
Fidelity International Index Fund Mutual Funds	Other securities	—	—	$136K	0.7%
MassMutual Mid Cap Growth I Mutual Funds	Other securities	—	—	$130K	0.6%
American Funds 2060 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$129K	0.6%
Victory Trivalent International Small-Cap Fund Class Y Mutual Funds	Other securities	—	—	$88K	0.4%
MFS Value Fund Class R3 Mutual Funds	Other securities	—	—	$85K	0.4%
American Funds 2065 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$81K	0.4%
Fidelity International Small Cap Opportunities Fund Mutual Funds	Other securities	—	—	$42K	0.2%
DFA Inflation-Protected Securities Portfolio Mutual Funds	Other securities	—	—	$38K	0.2%
American Centruy SH Dur R6 Mutual Funds	Other securities	—	—	$27K	0.1%
American Funds 2020 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$19K	<0.1%
American Funds 2015 Target Date Retirement Fund Class R6 Mutual Funds	Other securities	—	—	$5K	<0.1%
Fidelity Government Money Market Fund Mutual Funds	Cash / Money Market	—	—	$3K	<0.1%