Back to filter
Original filing (PDF)20250331163235NAL0011067410001
HATTIE IDE CHAFFEE NURSING HOME
Form 5500-SF
FILING_RECEIVED
HATTIE IDE CHAFFEE 401(K) PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
47
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HATTIE IDE CHAFFEE NURSING HOME.
Plan sponsor
Name
HATTIE IDE CHAFFEE NURSING HOME
EIN
05-0258818
Address
200 WAMPANOAG TRAIL · EAST PROVIDENCE, RI · 02915
Phone
(401) 434-1520
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
2025-03-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
THE WEALSHIRE, LLC
THE WEALSHIRE 401(K) PLAN
$1.5M · 140 participants
THE KENWOOD CONGREGATE ASSOCIATES
THE KENWOOD 401(K) PLAN
$1.5M · 45 participants
WESKOTA MANOR AVERA
WESKOTA MANOR AVERA EMPLOYEES SAVINGS TRUST
$1.5M · 36 participants
RAMONA REHABILITATION AND POST ACUTE CARE, INC.
RAMONA REHAB 401(K) PLAN
$1.5M · 135 participants
WINDSOR PLACE NURSING CENTER, INC.
THE WINDSOR PLACE 401(K) PLAN
$1.5M · 156 participants
EAST VIEW ASSOCIATES, LLC DBA CAMILLUS RIDGE TER
EAST VIEW ASSOCIATES, LLC DBA CAMILLUS RIDGE TERRACE 401(K) PSP
$1.5M · 27 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B