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Original filing (PDF)20251009081448NAL0011026320001
CANCER CARE, INC.
Form 5500
FILING_RECEIVED
CANCER CARE, INC. DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
142
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
27 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
- 39 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 CANCER CARE, INC..
Plan sponsor
Name
CANCER CARE, INC.
EIN
13-1825919
Address
485 MADISON AVENUE, 10TH FLOOR · NEW YORK, NY · 10022
Phone
(212) 712-8400
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRASSI &CO., CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS. CO. NY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMY | $812 | — |
Investments
27 direct securities· $10.9M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | — | — | — | $2.2M | 19.8% | |
| Blackrock LIFEPATH INDEX RETIREMENT K | — | — | — | $1.7M | 15.4% | |
| Blackrock LIFEPATH INDEX 2035 K | — | — | — | $1.7M | 15.2% | |
| Blackrock LIFEPATH INDEX 2030 K | — | — | — | $1.1M | 9.9% | |
| Blackrock LIFEPATH INDEX 2045 K | — | — | — | $656K | 5.8% | |
| Blackrock LIFEPATH INDEX 2055 K | — | — | — | $636K | 5.6% | |
| Blackrock LIFEPATH INDEX 2040 K | — | — | — | $561K | 4.9% | |
| Fixed Annuities * Empower EI FIXED ACCOUNT - SERIES CLASS VI | — | — | — | $460K | 4.1% | |
| Blackrock LIFEPATH INDEX 2060 K | — | — | — | $450K | 4.0% | |
| Blackrock LIFEPATH INDEX 2050 K | — | — | — | $323K | 2.8% | |
| Fidelity LARGE CAP GROWTH INDEX | — | — | — | $211K | 1.9% | |
| Fidelity ADVISOR STOCK SELECTOR SM CP Z | — | — | — | $123K | 1.1% | |
| Fidelity MID CAP INDEX | — | — | — | $114K | 1.0% | |
| Fidelity INTERNATIONAL INDEX | — | — | — | $104K | 0.9% | |
| American Funds AMERICAN FUNDS AMERICAN MUTUAL R6 | — | — | — | $103K | 0.9% | |
| T. Rowe Price T. ROWE PRICE BLUE CHIP GROWTH I | — | — | — | $76K | 0.7% | |
| Participant Loans Interest from 4.25% - 9.50% $-0- | — | — | — | $63K | 0.6% | |
| American Funds AMERICAN CENTURY REAL ESTATE R6 | — | — | — | $50K | 0.4% | |
| Fidelity US BOND INDEX | — | — | — | $33K | 0.3% | |
| Fidelity EMERGING MARKETS INDEX | — | — | — | $18K | 0.2% | |
| Fidelity SMALL CAP INDEX | — | — | — | $18K | 0.2% | |
| PGIM HIGH-YIELD R6 | — | — | — | $17K | 0.2% | |
| American Funds AMERICAN FUNDS BOND FUND OF AMER R6 | — | — | — | $13K | 0.1% | |
| Fidelity LARGE CAP VALUE INDEX | — | — | — | $11K | <0.1% | |
| Blackrock LIFEPATH INDEX 2065 K | — | — | — | $10K | <0.1% | |
| American Funds AMERICAN FUNDS INFLATION LINKED BD R6 | — | — | — | $4K | <0.1% | |
| American Funds AMERICAN CENTURY EMERGING MARKETS R6 | — | — | — | $3K | <0.1% |