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Original filing (PDF)20251015142213NAL0002561859001
FRIENDLY HOME CARE, INC.
Form 5500
FILING_RECEIVED
FRIENDLY HOME CARE 401(K) PLAN
401(k) retirement plan
Signals · 1
~1047 bps in Sched C fees
Active participants
876
Accounts w/ balance
480
Plan assets (EOY)
$466K
Net assets (EOY)
$466K
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 1047 bps in Schedule C fees — 563% above peer band of 158 bps.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRIENDLY HOME CARE, INC..
Plan sponsor
Name
FRIENDLY HOME CARE, INC.
EIN
11-3523744
Address
415 OCEAN VIEW AVENUE · 2ND FLOOR · BROOKLYN, NY · 11235
Phone
(718) 998-4700
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COOPER SAVAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $49K | — |
Investments
15 direct securities · 1 pooled fund· $463K(99% 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
$458K
15 holdings
Common Collective Trust
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $114K | 24.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $65K | 14.0% | |
| JANUS HENDERSON TRITON FUND N 872 REGISTERED INVESTMENT COMPANY JPMORGAN EQUITY INCOME FUND R6 329 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $57K | 12.1% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $44K | 9.4% | |
| BLACKROCK TOTAL RETURN K 70 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $43K | 9.3% | |
| VANGUARD SM CAP VAL INDEX ADM 46 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $38K | 8.1% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $23K | 5.0% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $21K | 4.5% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $18K | 3.8% | |
| FID FREEDOM INDEX 2010 PREMIER 9 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $18K | 3.8% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $6K | 1.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $5K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL 866 REGISTERED INVESTMENT COMPANY STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $4K | 0.8% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $3K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3K | 0.6% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $2K | 0.3% |
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