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Original filing (PDF)20230918095005NAL0019623139001
WINGATE HEALTHCARE, INC.
Form 5500
FILING_RECEIVED
WINGATE HEALTHCARE INVESTMENT PLAN
401(k) retirement plan
Signals · 1
~83 bps in Sched C fees
Active participants
660
Accounts w/ balance
922
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
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
- 83 bps in Schedule C fees — 186% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINGATE HEALTHCARE, INC..
Plan sponsor
Name
WINGATE HEALTHCARE, INC.
EIN
13-2704000
Address
ONE CHARLES RIVER PLACE · 63 KENDRICK STREET · NEEDHAM, MA · 02494
Phone
(781) 707-9000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STOWE & DEGON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER, TRUST | $111K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P MORGAN SECURITIES | 13-4110995 | NEW YORK, NY | SECURITIES BROKERAGE | $69K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PENSION SERVICE INC | 06-0874395 | NORTH HAVEN, CT | TPA | $27K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.