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Original filing (PDF)20251009124657NAL0003919091002
CARE, INC.
Form 5500
FILING_RECEIVED
CARE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
423
Accounts w/ balance
859
Plan assets (EOY)
$115.5M
Net assets (EOY)
$115.5M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 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 CARE, INC..
Plan sponsor
Name
CARE, INC.
EIN
13-1685039
Address
151 ELLIS STREET NE · ATLANTA, GA · 30303
Phone
(404) 979-9337
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MSTILLER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $91K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
12 direct securities · 15 pooled funds· $117.9M(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
$59.0M
12 holdings
Common Collective Trust
$58.9M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index | — | — | — | $26.1M | 22.6% | |
| TROWE PR D 2040 TR A T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.5M | 10.8% | |
| TROWE PR D 2030 TR A T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $9.7M | 8.4% | |
| Parnassus Core Eq Inv | — | — | — | $9.1M | 7.9% | |
| TROWE PR D 2050 TR A T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.6M | 6.6% | |
| William Blair William Blair Small-Mid Cap Gr I | — | — | — | $7.4M | 6.4% | |
| INVESCO STABLE VAL TRUST CLASS B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $6.3M | 5.5% | |
| TROWE PR D 2035 TR A T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.2M | 5.3% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $4.5M | 3.9% | |
| TROWE PR D 2045 TR A T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.1M | 3.6% | |
| TROWE PR D 2025 TR A T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.0% | |
| TROWE PR D 2055 TR A T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.5% | |
| Self-Directed Brokerage Accounts Various Mutual Funds | — | — | — | $2.5M | 2.1% | |
| Charles Schwab Instl Personal Choice Retment Account | — | — | — | $2.5M | 2.1% | |
| Baird Core Plus Bd Inst | — | — | — | $2.2M | 1.9% | |
| TROWE PR D 2020 TR A T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.9% | |
| Vanguard Total Bd Mkt Index Adm | — | — | — | $1.9M | 1.6% | |
| TROWE PR D 2060 TR A T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| Vanguard Extended Market Index Adm | — | — | — | $1.3M | 1.1% | |
| ARISTOTLE SMALL/MID CAP EQ CLASS B ARISTOTLE / SEIC · EIN 82-3397846 / PN 004 | Common Collective Trust | — | — | $1.1M | 1.0% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $956K | 0.8% | |
| TROWE PR D 2010 TR A T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $788K | 0.7% | |
| Notes receivable from participants Bearing interest at 3.25%-5.50% | — | — | — | $510K | 0.4% | |
| PIMCO DIV REAL ASSET COLLECTIVE TR PIMCO · EIN 27-0834313 / PN 004 | Common Collective Trust | — | — | $342K | 0.3% | |
| TROWE PR D 2015 TR A T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $291K | 0.3% | |
| TROWE PR D 2005 TR A T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $78K | <0.1% | |
| Transamerica Financial Life Ins. Co. General Account | — | — | — | $50K | <0.1% |
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