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Original filing (PDF)20250625135047NAL0007887921001
MICROCARE, LLC
Form 5500
FILING_RECEIVED
MICROCARE, LLC SALARY SAVINGS PLAN
401(k) retirement plan
Active participants
123
Accounts w/ balance
130
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICROCARE, LLC.
Plan sponsor
Name
MICROCARE, LLC
EIN
06-1092951
Address
595 JOHN DOWNEY DRIVE · NEW BRITAIN, CT · 06051
Phone
(860) 827-0626
Industry
Wholesale 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
2025-06-25
Pension benefit codes
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)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $20K | — |
Investments
36 direct securities · 1 pooled fund· $11.7M(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.
Uncategorized
$10.2M
35 holdings
Mutual Funds
$1.3M
1 holding
Common Collective Trust
$228K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $1.3M | 10.9% | |
| Fidelity Investments Fidelity Mid-Cap Index Fund | — | — | — | $1.2M | 10.1% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | — | — | — | $1.1M | 9.9% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund | — | — | — | $1.1M | 9.7% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund | — | — | — | $990K | 8.5% | |
| Morgan Stanley Morgan Stanley International Opportunity Portfolio | — | — | — | $635K | 5.5% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | — | — | — | $608K | 5.2% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $560K | 4.8% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | — | — | — | $486K | 4.2% | |
| various dates, secured by participant account balances. | — | — | — | $357K | 3.1% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $340K | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund | — | — | — | $294K | 2.5% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $258K | 2.2% | |
| Fidelity Investments Fidelity NASDAQ Composite Index Fund | — | — | — | $256K | 2.2% | |
| Common collective trust * Fidelity Management Trust Company Fidelity Managed Income Portfolio | — | — | — | $228K | 2.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $228K | 2.0% | |
| Oakmark Funds Oakmark Fund | — | — | — | $213K | 1.8% | |
| Fidelity Investments Fidelity Total International Index Fund | — | — | — | $178K | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund | — | — | — | $177K | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | — | — | — | $172K | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | — | — | — | $169K | 1.5% | |
| Fidelity Investments Fidelity Emerging Markets Fund | — | — | — | $114K | 1.0% | |
| T. Rowe Price T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | — | — | — | $113K | 1.0% | |
| Fidelity Investments Fidelity Small-Cap Value Index Fund | — | — | — | $108K | 0.9% | |
| Invesco Equally-Weighted S&P 500 Fund | — | — | — | $100K | 0.9% | |
| Fidelity Investments Fidelity Small-Cap Index Fund | — | — | — | $92K | 0.8% | |
| Fidelity Investments Fidelity Freedom Index Income Fund | — | — | — | $70K | 0.6% | |
| Fidelity Investments Fidelity Balanced Fund | — | — | — | $45K | 0.4% | |
| BlackRock High Yield Bond Portfolio | — | — | — | $41K | 0.3% | |
| Dimensional Fund Advisors DFA Global Equity Portfolio | — | — | — | $30K | 0.3% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | — | — | — | $25K | 0.2% | |
| Fidelity Investments Fidelity U.S. Sustainability Index Fund | — | — | — | $23K | 0.2% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $20K | 0.2% | |
| Principal Funds, Inc. Principal Real Estate Securities Fund | — | — | — | $16K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund | — | — | — | $12K | <0.1% | |
| Money market fund * Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $3K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | — | — | — | $1K | <0.1% |
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