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Original filing (PDF)20250926051243NAL0009080481001
CEDAR CREST NURSING CENTRE, INC.
Form 5500
FILING_RECEIVED
CEDAR CREST NURSING CENTRE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
126
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 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 CEDAR CREST NURSING CENTRE, INC..
Plan sponsor
Name
CEDAR CREST NURSING CENTRE, INC.
EIN
05-0458675
Address
125 SCITUATE AVE · CRANSTON, RI · 02921
Phone
(401) 944-8500
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
2025-09-26
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
Investments
27 direct securities · 3 pooled funds· $8.3M(100% 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.
Registered Investment Companies
$7.3M
27 holdings
Common Collective Trust
$939K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMC STRAT ALLOC AGG - R6 | Registered Investment Companies | — | — | $1.9M | 23.4% | |
| AMC STRAT ALLOC MOD - R6 | Registered Investment Companies | — | — | $1.4M | 16.4% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $882K | 10.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $497K | 6.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $399K | 4.8% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $378K | 4.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $377K | 4.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $333K | 4.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $238K | 2.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $218K | 2.6% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $212K | 2.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $189K | 2.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $166K | 2.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $140K | 1.7% | |
| SS SM M CAPEQTY IDX K | Registered Investment Companies | — | — | $135K | 1.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $102K | 1.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $97K | 1.2% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $89K | 1.1% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $82K | 1.0% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $82K | 1.0% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $63K | 0.8% | |
| FIDELITY INTERNATIONAL VALUE | Registered Investment Companies | — | — | $58K | 0.7% | |
| STATE ST S&P 500 IDX NLS N STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $55K | 0.7% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $55K | 0.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $54K | 0.7% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $42K | 0.5% | |
| JPMORGAN EQUITY INDEX FD - R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| AMC STRAT ALLOC CONS - R6 | Registered Investment Companies | — | — | $12K | 0.1% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $2K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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