Original filing (PDF)20251013133701NAL0001413697001

THERACARE OF NEW YORK, INC

Name: THERACARE OF NEW YORK, INC — THERACARE 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: THERACARE OF NEW YORK, INC

Form 5500

FILING_RECEIVED

THERACARE 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

733

Accounts w/ balance

1,079

Plan assets (EOY)

$29.8M

Net assets (EOY)

$29.8M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THERACARE OF NEW YORK, INC.

Plan sponsor

Name

THERACARE OF NEW YORK, INC

EIN

13-3599274

Address

888 VETERANS HIGHWAY · SUITE 310 · HAUPPAUGE, NY · 117882940

Phone

(631) 851-9473

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEAFHOUSE FINANCIAL ADVISORS LLC	26-4311657	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$208K	—

Investments

33 direct securities· $29.8M(100% of reported assets)

Other securities

$28.0M

29 holdings

Common Stock

$1.5M

3 holdings

Bonds / Notes

$325K

1 holding

					% of plan
Fidelity Investments Fidelity Frdm Idx 2045 Ins Pre	Other securities	—	—	$5.3M	17.8%
Fidelity Investments Fidelity Frdm Idx 2040 Ins Pre	Other securities	—	—	$5.2M	17.4%
Fidelity Investments Fidelity Frdm Idx 2035 Ins Pre	Other securities	—	—	$4.0M	13.5%
Fidelity Investments Fidelity Frdm Idx 2050 Ins Pre	Other securities	—	—	$2.5M	8.5%
Fidelity Investments Fidelity Frdm Idx 2055 Ins Pre	Other securities	—	—	$2.2M	7.3%
Fidelity Investments Fidelity Frdm Idx 2030 Ins Pre	Other securities	—	—	$1.8M	6.1%
Investment Contract * Principal Life Insurance Company Prin Fixed Inc Guar Option	Common Stock	—	—	$1.4M	4.6%
Fidelity Investments Fidelity Frdm Idx 2025 Ins Pre	Other securities	—	—	$1.2M	4.1%
Fidelity Investments Fidelity 500 Index Fund	Other securities	—	—	$1.2M	4.1%
Alliance Bernstein AB Large Cap Growth Z Fund	Other securities	—	—	$730K	2.5%
Fidelity Investments Fidelity Frdm Idx 2060 Ins Pre	Other securities	—	—	$643K	2.2%
Fidelity Investments Fidelity Frdm Idx 2020 Ins Pre	Other securities	—	—	$536K	1.8%
Fidelity Investments Fidelity International Idx Fd	Other securities	—	—	$394K	1.3%
Fidelity Investments Fidelity Mid Cp Index Fund	Other securities	—	—	$355K	1.2%
Participant Loans Interest rates ranging from 4.25% to 9.50% -0-	Bonds / Notes	—	—	$325K	1.1%
PGIM Investments PGIM High Yield R6 Fund	Other securities	—	—	$250K	0.8%
Fidelity Investments Fidelity Frdm Idx 2015 Ins Pre	Other securities	—	—	$249K	0.8%
Dimensional Fund Advisors DFA US Small Cap I Fund	Other securities	—	—	$202K	0.7%
Dimensional Fund Advisors DFA US SM CAP GROWTH INSTL FD	Other securities	—	—	$135K	0.5%
Putnam Investments Putnam Large Cap Value R6 Fund	Other securities	—	—	$131K	0.4%
The American Funds Am Fds Bd Fd of Am R6 Fd	Other securities	—	—	$124K	0.4%
The American Funds AMERICAN FUNDS NEWWORLD R6	Other securities	—	—	$121K	0.4%
Fidelity Investments Fidelity Frdm Idx 2065 Ins Pre	Other securities	—	—	$111K	0.4%
PGTM Investments PGTM Total Ret. Bond R6 Fd	Other securities	—	—	$106K	0.4%
Fidelity Investments Fidelity Frdm Idx 2010 Ins Pre	Other securities	—	—	$100K	0.3%
PGIM Investments PGIM Jennison Md Cp Gth R6 Fd	Other securities	—	—	$85K	0.3%
Legg Mason ClearBridge Int1 Grth IS Fd	Other securities	—	—	$85K	0.3%
PIMCO Funds PIMCO Intl Bond (USD-Hdg) I Fd	Other securities	—	—	$76K	0.3%
Principal Funds Inc Prin RE Secs R6 Fund	Common Stock	—	—	$75K	0.3%
Fidelity Investments Fidelity Frdm Idx Inc Ins Prem	Common Stock	—	—	$41K	0.1%
American Century Investments American Centur Mid-Cap Val R6	Other securities	—	—	$35K	0.1%
Dimensional Fund Advisors DEA Infl Protected Sec I Fund	Other securities	—	—	$20K	<0.1%
Dimensional Fund Advisors DFA US TARGETED VALUE I FUND	Other securities	—	—	$11K	<0.1%