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Original filing (PDF)20251006113933NAL0003577873002
CATTARAUGUS REHABILITATION CENTER, INC.
Form 5500
FILING_RECEIVED
THE REHABILITATION CENTER RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
485
Accounts w/ balance
413
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATTARAUGUS REHABILITATION CENTER, INC..
Plan sponsor
Name
CATTARAUGUS REHABILITATION CENTER, INC.
EIN
16-1291766
Address
1439 BUFFALO STREET · OLEAN, NY · 147601140
Phone
(716) 375-4747
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BRYANS & GRAMUGLIA CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $19K | — |
Investments
31 direct securities · 1 pooled fund· $11.1M(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
$11.1M
31 holdings
Pooled Separate Account
$18K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Corebridge Financial • Corebridge Fixed Interest Option s | — | — | — | $1.6M | 14.0% | |
| Nuveen Lifecycle Index 2035 Fund Individual Mutual Fund, 117,569 shares | — | — | $118K | $1.5M | 13.4% | |
| Nuveen Lifecycle Index 2030 Fund Individual Mutual Fund, 104,051 shares | — | — | $104K | $1.3M | 11.5% | |
| Nuveen Lifecycle Index 2025 Fw,d Individual Mutual Fund, 92,825 shares | — | — | $93K | $1.1M | 9.9% | |
| Nuveen Lifecycle Index 2040 Fw,d Individual Mutual Fund, 71,942 shares | — | — | $72K | $950K | 8.5% | |
| Nuveen Lifecycie Index 2045 Fund Individual Mutual Fund, 68,611 shares | — | — | $69K | $934K | 8.4% | |
| College Retirement Equities Fw,d (CREF) Stock Account, 971 units | — | — | — | $869K | 7.8% | |
| l!l {!!} !£1 @ w TIAA-CREF • Teachers Insurance and Annuity Association of America (TIAA) TIAA Traditional Annuity Accow,t s | — | — | — | $655K | 5.9% | |
| Nuveen Lifecycle Index 2050 Fund Individual Mutual Fund, 29,493 shares | — | — | $29K | $406K | 3.6% | |
| College Retirement Equities Fund (CREF) Global Equities Account, 1,029 w,its | — | — | $1K | $350K | 3.1% | |
| Nuveen Lifecycie Index 2015 Fund Individual Mutual Fund, 14 shares 163 Nuveen Lifecycle Index 2020 Fw,d Individual Mutual Fund, 27,520 shares | — | — | $28K | $320K | 2.9% | |
| Nuveen Lifecycle Index 2055 Fund Individual Mutual Fund, 17,522 shares | — | — | $18K | $243K | 2.2% | |
| College Retirement Equities Fw,d (CREF) Growth Account, 427 units | — | — | — | $220K | 2.0% | |
| Nuveen Lifecycle Index 2060 Fund Individual Mutual Fund, 9,74 I shares | — | — | — | $131K | 1.2% | |
| College Retirement Equities Fw,d (CREF) Social Choice Account, 348 units | — | — | — | $126K | 1.1% | |
| Nuveen Lifecycle Index 2065 Fund Individual Mutual Fund, 9,042 shares | — | — | $9K | $117K | 1.1% | |
| College Retirement Equities Fw,d (CREF) Money Market Account, 3,548 units | — | — | $4K | $103K | 0.9% | |
| College Retirement Equities Fund (CREF) Bond Market Account, 473 units | — | — | — | $62K | 0.6% | |
| College Retirement Equities Fund (CREF) Equity Index Account, 113 units | — | — | — | $57K | 0.5% | |
| Vanguard Wellington Fund Admiral Shares Individual Mutual Fund, 478 shares | — | — | — | $35K | 0.3% | |
| JPMorgan Large Cap Growth Fund Class R6 Individual Mutual Fund, 4 I 9 shares | — | — | — | $35K | 0.3% | |
| Vanguard 500 Index Fw,d Admiral Shares Individual Mutual Fund, 46 shares | — | — | — | $25K | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $18K | 0.2% | |
| American Funds EuroPacific Growth Fw,d Individual Mutual Fund, 228 shares | — | — | — | $12K | 0.1% | |
| Nuveen Lifecycie Index 20IO Fund Individual Mutual Fund, 927 shares | — | — | — | $10K | <0.1% | |
| Vanguard Small Cap Index Fw,d Admiral Shares Individual Mutual Fund, 81 shares | — | — | — | $9K | <0.1% | |
| College Retirement Equities Fund (CREF) Inflation - Linked Bond Account, 90 units | — | — | — | $7K | <0.1% | |
| PIMCO Income Fund Institutional Class Individual Mutual Fund, 461 shares | — | — | — | $5K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Individual Mutual Fund, 9 shares | — | — | — | $3K | <0.1% | |
| Allspring Core Plus Bond Fund Class R6 Individual Mutual Fund, 217 shares | — | — | — | $2K | <0.1% | |
| Vanguard Real Estate Index Fw,d Admiral Shares Individual Mutual Fund, 14 shares | — | — | — | $2K | <0.1% | |
| JPMorgan Equity Income Fund Class R6 Individual Mutual Fund, 60 shares | — | — | — | $1K | <0.1% |