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Filings through Oct 24, 2026.

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A.W. Holdings, LLC

EIN 20-8906852-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
3
$42.5M assets
Health & Benefits
1
$871K premiums
Participants
4,308
8515 BLUFFTON ROAD - FORT WAYNE, IN 46809260-744-6145
Plans on this EIN
4 filings
#004401(k)-$42.2M - 2,353 part#002Profit-sharing-$252K - 12 part#003403(b)-$63K - 21 part#501Mixed-$871K - 2,461 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $42.5M assets / 2,386 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#004)$42.2M
  • REHABILITATION CENTER MPPP (#002)$252K
  • WAYNE REHABILITATION CENTER (#003)$63K
Total $42.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$42.2M
  • (Not disclosed)$315K
Total $42.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)2,353
  • WAYNE REHABILITATION CENTER (#003)21
  • REHABILITATION CENTER MPPP (#002)12
Total 2,386Select a row to open it

Benefits portfolio analytics

1 plan / $871K premiums / 2,461 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$720K
  • Life$659K
  • Short-term disability$595K
  • Long-term disability$595K
  • Vision$151K
Total $871K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

AWS 401(K) PROFIT SHARING PLAN

401(k)

Assets$42.2M
Participants2,353
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ANTHONY WAYNE REHABILITATION CENTER MPPP

Profit-sharing

Assets$252K
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

403(B) PLAN FOR THE EMPLOYEES OF ANTHONY WAYNE REHABILITATION CENTER

403(b)

Assets$63K
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ANTHONY WAYNE SERVICES GROUP MEDICAL SERVICES

Mixed - AMERICAN UNITED LIFE INSURANCE CO

Premiums$871K
Covered lives2,461
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004AWS 401(K) PROFIT SHARING PLAN401(k)$42.2M2,3532025
#002ANTHONY WAYNE REHABILITATION CENTER MPPPProfit-sharing$252K122025
#003403(B) PLAN FOR THE EMPLOYEES OF ANTHONY WAYNE REHABILITATION CENTER403(b)$63K212025
  • AWS 401(K) PROFIT SHARING PLAN$42.2M
    #004 · 401(k) · 20252,353
  • ANTHONY WAYNE REHABILITATION CENTER MPPP$252K
    #002 · Profit-sharing · 202512
  • 403(B) PLAN FOR THE EMPLOYEES OF ANTHONY WAYNE REHABILITATION CENTER$63K
    #003 · 403(b) · 202521

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ANTHONY WAYNE SERVICES GROUP MEDICAL SERVICESMixedAMERICAN UNITED LIFE INSURANCE CO$871K2,4612025
  • ANTHONY WAYNE SERVICES GROUP MEDICAL SERVICES$871K
    #501 · Mixed · AMERICAN UNITED LIFE INSURANCE CO · 20252,461
Retirement plans
Health & Benefits plans

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