Retirement plan

ASIAN PACIFIC HEALTH CARE VENTURE, INC. 401(K) PLAN

Name: ASIAN PACIFIC HEALTH CARE VENTURE, INC. - ASIAN PACIFIC HEALTH CARE VENTURE, INC. 401(K) PLAN (2025) Form 5500
Creator: ASIAN PACIFIC HEALTH CARE VENTURE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASIAN PACIFIC HEALTH CARE VENTURE, INC. 401(K) PLAN, ASIAN PACIFIC HEALTH CARE VENTURE, INC.

ASIAN PACIFIC HEALTH CARE VENTURE, INC.EIN 95-4177752Plan #001PY 2025

4216 FOUNTAIN AVE - LOS ANGELES, CA 90029323-644-3880aphcv.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$22.2M

+23.7% from 2024

Total participants

362

+4.3% from 2024

Average account balance

$64,365

+16.9% from 2024

Annual return

18.47%

-1.30 pp from 2024

Benchmarks

See 1,145 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort1,145 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.21M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

345

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.

93.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.30M

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

+18.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$5,131
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786	Loan Processing	$4,575

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$10K

$38 / participant

Recordkeeping$5K47.1%
Investment mgmt$5K52.9%

% of EOY assets

0.044%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WEINBERG&CO
Auditor EIN: 650386288
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,365

$46,464+38.5%

$150,298-57.2%

$79,634-19.2%

Participation rate

93.4%

57.0%+36.4pp

77.8%+15.6pp

62.5%+30.9pp

Annual return

18.47%

27.89%-9.4pp

62.79%-44.3pp

36.46%-18.0pp

Employer contribution / active EE

$1,301

$1,512-13.9%

$4,154-68.7%

$2,529-48.6%

Participant deferral / active EE

$3,782

$2,157+75.4%

$5,453-30.6%

$3,835-1.4%

Admin fee / account holder

$28

$891-96.8%

$14,116-99.8%

$1,002-97.2%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$5,131

FIDELITY INVESTMENTS INSTITUTIONAL11+ years

Service code 37 · EIN 04-2647786

Loan Processing

$4,575

ASIAN PACIFIC HEALTH CARE VENTURE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASIAN PACIFIC HEALTH CARE VENTURE, INC. 401(K) PLAN

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