Retirement plan

EMPLOYEE BENEFIT PLAN OF AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.

Name: AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC. - EMPLOYEE BENEFIT PLAN OF AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC. (2025) Form 5500
Creator: AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC., AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.

AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.EIN 90-0753581Plan #001PY 2025

1600 E HILL ST - SIGNAL HILL, CA 907553612562-988-2278auhs.eduLinkedIn11-50 employeeshigher education

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.1M

+25.9% from 2024

Total participants

+58.8% from 2024

Average account balance

$44,718

+33.8% from 2024

Annual return

14.86%

+3.34 pp from 2024

Benchmarks

See 3,430 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,430 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.15M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$45K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

59.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$409K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4613

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$221K

$2734 / participant

Other / not subdivided$221K100.0%

% of EOY assets

10.316%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,718

$47,479-5.8%

$62,929-28.9%

$82,448-45.8%

Participation rate

59.3%

66.9%-7.6pp

73.1%-13.9pp

68.1%-8.8pp

Annual return

14.86%

20.34%-5.5pp

1063.93%-1049.1pp

41.64%-26.8pp

Employer contribution / active EE

$745

$1,885-60.5%

$2,505-70.2%

$2,551-70.8%

Participant deferral / active EE

$4,310

$2,870+50.1%

$3,888+10.8%

$4,139+4.1%

Admin fee / account holder

$4,613

$3,804+21.3%

$5,065-8.9%

$7,234-36.2%

EMPLOYEE BENEFIT PLAN OF AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF AMERICAN UNIVERSITY OF HEALTH SCIENCES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion