Original filing (PDF)20251114050510NAL0001931171001

TOTAL CARE RX

Name: TOTAL CARE RX — TOTAL CARE RX PROFIT SHARING, Form 5500 (2024)
Creator: TOTAL CARE RX

Form 5500

FILING_RECEIVED

TOTAL CARE RX PROFIT SHARING

401(k) retirement plan

Signals · 1

57% in single holding

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

How this plan invests

This plan

2 pooled trusts

Schedule D

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: INVESCO STABLE ASSET FUND (extraction pending)]" is 57% of plan.

Helping the score

Below-peer total fees (9 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOTAL CARE RX.

Plan sponsor

Name

TOTAL CARE RX

EIN

01-0941409

Address

223 10 UNION TURNPIKE · OAKLAND GARDENS, NY · 11364

Phone

(718) 762-7111

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$6K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERIPRISE FINANCIAL	—	SUN CITY, AZ	ADVISOR	$0	—

Investments

2 pooled funds· $299K(5% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	—	—	$169K	2.7%
	STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347	Common Collective Trust	—	—	$130K	2.1%