Original filing (PDF)20250827155352NAL0016841808001

MEDICAL HOMES OF RHODE ISLAND, INC.

Name: MEDICAL HOMES OF RHODE ISLAND, INC. — BRIARCLIFFE 401(K) PLAN, Form 5500 (2024)
Creator: MEDICAL HOMES OF RHODE ISLAND, INC.

Form 5500

FILING_RECEIVED

BRIARCLIFFE 401(K) PLAN

401(k) retirement plan

Signals · 2

~170 bps in Sched C feesNo recordkeeper disclosed

Active participants

214

Accounts w/ balance

302

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

How this plan invests

This plan

27 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

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICAL HOMES OF RHODE ISLAND, INC..

Plan sponsor

Name

MEDICAL HOMES OF RHODE ISLAND, INC.

DBA

BRIARCLIFFE MANOR

EIN

05-0302286

Address

49 OLD POCASSET ROAD · JOHNSTON, RI · 02919

Phone

(401) 944-2450

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-27

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)

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MAYFLOWER FINANCIAL ADVISORS, LLC	84-4826355	—	INVESTMENT ADVISOR	$4K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTONLARSONALLEN LLP	41-0746749	—	AUDITOR	$14K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

26 direct securities· $3.4M(89% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds	—	—	—	$668K	17.7%
American Funds	—	—	—	$405K	10.7%
American Funds	—	—	—	$388K	10.3%
American Funds	—	—	—	$353K	9.3%

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