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Original filing (PDF)20251010041434NAL0017664994001
AMIDA CARE, INC.
Form 5500
FILING_RECEIVED
SECTION 403(B) RETIREMENT PLAN FOR AMIDA CARE, INC.
403(b) retirement plan
Signals · 1
40% in single holding
Active participants
180
Accounts w/ balance
192
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "State Street Balanced Index Fund- Class K" is 40% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMIDA CARE, INC..
Plan sponsor
Name
AMIDA CARE, INC.
EIN
13-4154068
Address
14 PENN PLAZA, 2ND FLOOR · NEW YORK, NY · 10122
Phone
(646) 757-7507
Industry
Finance & Insurancesee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PW PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | INVEST MGMT RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON CO FID INDEX COMPREHENSIVE | 26-2409128 | SHAWNEE MISSION, KS | ADVISOR | $8K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | SAN RAFAEL, CA | BROKER | $32K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APS PENTEGRA | 13-3892096 | CHARLOTTE, NC | CONTRACT ADMIN | $9K | — |
Investments
46 direct securities· $18.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Balanced Index Fund- Class K | — | — | — | $7.1M | 39.5% | |
| Vanguard Growth Index Adm | — | — | — | $2.9M | 16.2% | |
| Vanguard Grade Index Admiral | — | — | — | $1.4M | 7.9% | |
| Fidelity 500 Index | — | — | — | $1.1M | 6.3% | |
| Fidelity Mult Asst Index | — | — | — | $1.1M | 6.3% | |
| Vanguard Small Cap Index Adm | — | — | — | $605K | 3.3% | |
| TIAA-CREF Lifecycle Index 2040 Instl | — | — | — | $398K | 2.2% | |
| Vanguard Value Index Adm | — | — | — | $388K | 2.1% | |
| Nationwide Trust Company | — | — | — | $360K | 2.0% | |
| Participant Notes Receivable | — | — | — | $303K | 1.7% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $270K | 1.5% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $267K | 1.5% | |
| TIAA-CREF Lifecycle Index 2025 Instl | — | — | — | $259K | 1.4% | |
| TIAA-CREF Lifecycle Index 2055 Instl | — | — | — | $232K | 1.3% | |
| TIAA-CREF Lifecycle Index 2045 Instl | — | — | — | $216K | 1.2% | |
| TIAA-CREF Lifecycle Index 2060 Instl | — | — | — | $141K | 0.8% | |
| Vanguard Developed Markets Index Adm | — | — | — | $130K | 0.7% | |
| Vanguard Wellesley Income Admiral | — | — | — | $114K | 0.6% | |
| TIAA-CREF Lifecycle Index 2030 Instl | — | — | — | $110K | 0.6% | |
| Vanguard Info Tech Index Adml | — | — | — | $73K | 0.4% | |
| Federated Instl High Yield Bond Instl | — | — | — | $52K | 0.3% | |
| TIAA-CREF Lifecycle Index 2035 Instl | — | — | — | $45K | 0.3% | |
| Federated Hermes Gov Obligations Prmr | — | — | — | $44K | 0.2% | |
| Vanguard Emerging Markets Stock Indx Adm | — | — | — | $39K | 0.2% | |
| Calvert International Response Index R6 | — | — | — | $32K | 0.2% | |
| Fidelity US Bond Index | — | — | — | $32K | 0.2% | |
| T. Rowe Price Blue Chip Growth | — | — | — | $22K | 0.1% | |
| AB Large Cap Growth I | — | — | — | $22K | 0.1% | |
| TIAA-CREF Lifecycle Index 2020 Instl | — | — | — | $20K | 0.1% | |
| Vanguard US Growth Adml | — | — | — | $18K | <0.1% | |
| AllianzGI NFJ Mid-Cap Value Instl | — | — | — | $16K | <0.1% | |
| Vanguard Target Rerirement 2050 | — | — | — | $15K | <0.1% | |
| AB Small Cap Growth Advisor | — | — | — | $15K | <0.1% | |
| AllianzGI International Small-Cap Instl | — | — | — | $13K | <0.1% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund | — | — | — | $12K | <0.1% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $6K | <0.1% | |
| JPMorgan Equity Income Select | — | — | — | $6K | <0.1% | |
| American Funds New World R6 | — | — | — | $5K | <0.1% | |
| Metropolitan West Total Return Bond I | — | — | — | $3K | <0.1% | |
| Virtus NFJ Mid Cap Value Inst | — | — | — | $3K | <0.1% | |
| TIAA-CREF Lifecycle Index 2050 Instl | — | — | — | $2K | <0.1% | |
| TIAA-CREF Lifecycle Index 2010 Instl | — | — | — | $2K | <0.1% | |
| TIAA-CREF Lifecycle Index 2015 Instl | — | — | — | $2K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $2K | <0.1% | |
| TIAA-CREF Lifecycle Index RT Inc | — | — | — | $2K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $490 | <0.1% |
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