Original filing (PDF)20251009144305NAL0004005475001

STRATEGIC HEALTH PARTNERS, INC.

Name: STRATEGIC HEALTH PARTNERS, INC. — STRATEGIC HEALTH PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: STRATEGIC HEALTH PARTNERS, INC.

Form 5500

FILING_RECEIVED

STRATEGIC HEALTH PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 4

100% in single holding100% employer stockHigh average account balanceNo recordkeeper disclosed

Active participants

103

Accounts w/ balance

102

Plan assets (EOY)

$17.8M

Net assets (EOY)

-$4.9M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade A

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATEGIC HEALTH PARTNERS, INC..

Plan sponsor

Name

STRATEGIC HEALTH PARTNERS, INC.

EIN

88-3975274

Address