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Original filing (PDF)20251013122156NAL0000596067001
ULTIMATE CARE, INC.
Form 5500
FILING_RECEIVED
ULTIMATE CARE, INC. RETIREMENT PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
100% in single holding~237 bps in Sched C fees
Active participants
3,246
Accounts w/ balance
7,581
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "NW Inv Dest Mod Cnsrv R6 Registered Investment Companies ** $" is 100% of plan.
- 237 bps in Schedule C fees — 355% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ULTIMATE CARE, INC..
Plan sponsor
Name
ULTIMATE CARE, INC.
EIN
11-2843538
Address
1000 GATES AVENUE · 4TH FLOOR · BROOKLYN, NY · 11221
Phone
(718) 257-0702
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FASTEN HALBERSTAM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $91K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE INVESTMENTS | — | NEW YORK, NY | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN PENSION CONSULTING, INC. | — | NEW YORK, NY | CONTRACT ADMIN | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINT CAPITAL CORPORATION | — | NEW YORK, NY | INVESTMENT MGMT | $0 | — |
Investments
4 direct securities· $3.9M(88% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NW Inv Dest Mod Cnsrv R6 Registered Investment Companies ** $ | — | — | — | $3.9M | 87.6% | |
| Vngrd 500 Index Fd AS Registered Investment Companies | — | — | — | $8K | 0.2% | |
| NW Inv Dest Mod R6 Registered Investment Companies | — | — | — | $5K | 0.1% | |
| NW Inv Dest Mod Agg R6 Registered Investment Companies | — | — | — | $1K | <0.1% |
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