American Healthcare Opps Holdings 401(k) match, vesting and fees
What American Healthcare Opps Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Pension Assurance LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| American Healthcare Opps Holdings: employer contribution per participant | $2,413 | |
| Peer median | $2,521 |
| American Healthcare Opps Holdings: average balance | $132,455 | |
| Peer median | $75,833 |
| American Healthcare Opps Holdings: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $14.3M at the end of plan year 2022 to $20.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 155 | $20.1M | $367K | $2,413 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 153 | $17.4M | $316K | $2,122 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 149 | $14.3M | $310K | $2,106 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does American Healthcare Opps Holdings match 401(k) contributions?
The match terms for the American Healthcare 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $367K in employer contributions, about $2,413 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the American Healthcare Opps Holdings 401(k) match vested?
The vesting schedule for the American Healthcare 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the American Healthcare Opps Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is American Healthcare Opps Holdings, LLC.
I left American Healthcare Opps Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (American Healthcare Opps Holdings, LLC, (949) 270-9297) or the recordkeeper, Fidelity Investments Institutional. The American Healthcare Opps Holdings old 401(k) page lists the contacts from every plan filing. Find an old American Healthcare Opps Holdings 401(k)
Data from the public Form 5500 annual reports American Healthcare Opps Holdings filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with American Healthcare Opps Holdings. Not financial advice. Report a correction · Methodology