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Original filing (PDF)20250624105630NAL0004187059001
CARE CENTRAL VNA AND HOSPICE, INC.
Form 5500
FILING_RECEIVED
CARE CENTRAL VNA & HOSPICE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
187
Accounts w/ balance
282
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
1 pooled trust
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARE CENTRAL VNA AND HOSPICE, INC..
Plan sponsor
Name
CARE CENTRAL VNA AND HOSPICE, INC.
EIN
04-2104246
Address
34 PEARLY LN · GARDNER, MA · 01440
Phone
(978) 632-1230
Industry
Health Care & Social Assistancesee 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
2025-06-24
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY | $4K | — |
Investments
29 direct securities · 1 pooled fund· $15.7M(94% 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.
Uncategorized
$15.1M
29 holdings
Common Collective Trust
$641K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MoA Clear Passage 2030 Fund . Mutual of America MUTUAL FUND | — | — | — | $4.3M | 25.8% | |
| MOA 2025 Retirement Fund Mutual Fund | — | — | — | $1.8M | 11.0% | |
| MoA Clear Passage 2025 Fund . Mutual of America MUTUAL FUND | — | — | — | $1.7M | 10.4% | |
| MOA 2040 Retirement Fund Mutual Fund | — | — | — | $1.3M | 7.9% | |
| MOA 2050 Retirement Fund Mutual Fund | — | — | — | $1.3M | 7.5% | |
| MOA 2020 Retirement Fund Mutual Fund | — | — | — | $1.1M | 6.8% | |
| Dodge & Cox Stock . Invesco COLLECTIVE TRUST | — | — | — | $641K | 3.8% | |
| INVESCO STABLE VALUE TRUST A1 MUTUAL OF AMERICA · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $641K | 3.8% | |
| MoA Mid Cap Equity Index Fund . Mutual of America MUTUAL FUND | — | — | — | $494K | 2.9% | |
| MoA Clear Passage 2065 Fund . Mutual of America MUTUAL FUND | — | — | — | $396K | 2.4% | |
| T. Rowe Price Blue Chip Growth Fund I Mutual Fund | — | — | — | $313K | 1.9% | |
| MoA Clear Passage 2050 Fund . Mutual of America MUTUAL FUND | — | — | — | $288K | 1.7% | |
| MOA Mid-Cap Equity Index Fund Mutual Fund | — | — | — | $268K | 1.6% | |
| Vanguard Treasury Money Market Investor Mutual Fund | — | — | — | $169K | 1.0% | |
| MOA 2060 Retirement Fund Mutual Fund | — | — | — | $165K | 1.0% | |
| Vanguard Treasury Money Market Investor . Victory Funds MUTUAL FUND | — | — | — | $151K | 0.9% | |
| Dodge & Cox Stock Mutual Fund | — | — | — | $147K | 0.9% | |
| BlackRock Mid-Cap Growth Equity Mutual Fund | — | — | — | $78K | 0.5% | |
| Calvert Bond R6 Fund Mutual Fund | — | — | — | $63K | 0.4% | |
| MFS Mid Cap Value R6 . Mutual of America MUTUAL FUND | — | — | — | $62K | 0.4% | |
| MOA 2015 Retirement Fund Mutual Fund | — | — | — | $62K | 0.4% | |
| Vanguard International Growth Admiral Mutual Fund | — | — | — | $60K | 0.4% | |
| MFS Mid Cap Value Fund R6 Mutual Fund | — | — | — | $32K | 0.2% | |
| MoA Clear Passage 2060 Fund . Mutual of America MUTUAL FUND | — | — | — | $19K | 0.1% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $15K | <0.1% | |
| Vanguard International Growth Adm . Vanguard MUTUAL FUND | — | — | — | $12K | <0.1% | |
| Calvert US Large Cap Core Rspnb Idx R6 . Delward MUTUAL FUND | — | — | — | $11K | <0.1% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| MOA Small Cap Equity Index Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| Calvert International Responsible Index Fund Mutual Fund | — | — | — | $2K | <0.1% |