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Original filing (PDF)20251014124402NAL0002789105001
CARE ONE MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
HEALTHBRIDGE MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,304
Accounts w/ balance
4,040
Plan assets (EOY)
$85.4M
Net assets (EOY)
$85.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — 140% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARE ONE MANAGEMENT, LLC.
Plan sponsor
Name
CARE ONE MANAGEMENT, LLC
EIN
20-0219127
Address
173 BRIDGE PLAZA NORTH 6TH FLOOR · FORT LEE, NJ · 07024
Phone
(201) 242-4000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SAX LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | GREENWOOD VILLAGE, CO | NONE | $257K | — |
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $70K | — |
Investments
28 direct securities· $82.3M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Sagic Diversified Bond I Insurance General Account | — | — | — | $9.2M | 10.8% | |
| American Funds 2035 Trgt Date Retire R Registered investment company | — | — | — | $8.4M | 9.8% | |
| Fidelity 500 Index Registered investment company | — | — | — | $7.3M | 8.6% | |
| American Funds 2030 Trgt Date Retire R Registered investment company | — | — | — | $6.9M | 8.1% | |
| American Funds 2025 Trgt Date Retire R Registered investment company | — | — | — | $6.7M | 7.8% | |
| American Funds 2040 Trgt Date Retire R Registered investment company | — | — | — | $6.4M | 7.5% | |
| American Funds 2045 Trgt Date Retire R Registered investment company | — | — | — | $5.9M | 7.0% | |
| Fidelity Contrafund Registered investment company | — | — | — | $4.8M | 5.6% | |
| American Funds 2055 Trgt Date Retire R Registered investment company | — | — | — | $4.5M | 5.3% | |
| American Funds 2050 Trgt Date Retire R Registered investment company | — | — | — | $4.4M | 5.1% | |
| Notes receivable from participants 3.25% - 8.50% | — | — | — | $2.5M | 2.9% | |
| Blackrock Equity Dividend A Registered investment company | — | — | — | $2.2M | 2.6% | |
| Mfs International Diversification R3 Registered investment company | — | — | — | $2.1M | 2.4% | |
| American Funds 2020 Trgt Date Retire R Registered investment company | — | — | — | $1.9M | 2.3% | |
| American Funds 2060 Trgt Date Retire R Registered investment company | — | — | — | $1.9M | 2.2% | |
| Touchstone Mid Cap Growth A Registered investment company | — | — | — | $1.2M | 1.5% | |
| Pimco Real Return A Registered investment company | — | — | — | $1.0M | 1.2% | |
| Victory Sycamore Established Value R Registered investment company | — | — | — | $946K | 1.1% | |
| Undiscovered Mgrs Behavioral Value R6 Registered investment company | — | — | — | $893K | 1.0% | |
| American Funds 2065 Trgt Date Retire R Registered investment company | — | — | — | $656K | 0.8% | |
| Vanguard Small Cap Index Instl Registered investment company | — | — | — | $645K | 0.8% | |
| Nationwide Geneva Small Cap Gr Instl S Registered investment company | — | — | — | $551K | 0.6% | |
| American Funds 2015 Trgt Date Retire R Registered investment company | — | — | — | $311K | 0.4% | |
| Columbia High Yield Bond Inst Registered investment company | — | — | — | $282K | 0.3% | |
| Gqg Partners Emerging Markets Equity I Registered investment company | — | — | — | $254K | 0.3% | |
| Cohen & Steers Realty Shares Registered investment company | — | — | — | $171K | 0.2% | |
| Goldman Sachs Global Core Fixed Inc In Registered investment company | — | — | — | $86K | 0.1% | |
| Party Lessor, or Similar party Collateral, Par, or Maturity Value * American Funds 2010 Trgt Date Retire R Registered investment company | — | — | — | $69K | <0.1% |
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