How big is Forkidcare, LLC's plan?

Forkidcare, LLC's plan reported $21.1M in assets and 149 participants for 2023.

Original filing (PDF)20250415160813NAL0003537489001

Forkidcare, LLC

Name: Forkidcare, LLC — Forkidcare, LLC 401(k) Retirement, Form 5500 (2023)
Creator: Forkidcare, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Forkidcare, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Forkidcare, LLC's Forkidcare, LLC 401(k) Retirement Savings Plan held $21.1M in plan assets for 149 participants in 2023, with Empower as recordkeeper.

Signals · 2

26% in single holding14% employer stock

Active participants

149

Accounts w/ balance

240

Plan assets (EOY)

$21.1M

Net assets (EOY)

$21.1M

People on this filing

Andrew S. Weisman signed Forkidcare, LLC's 2023 Form 5500 as plan administrator.

Andrew S. Weisman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Forkidcare, LLC's EIN is 20-3248074.

EIN 20-3248074

Plan number 001

Plan year 2023

ACK ID 20250415160813NAL0003537489001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Forkidcare, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Forkidcare, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORKIDCARE, LLC.

Finding similar companies…

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

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

FORKIDCARE, LLC

EIN

all filings

Address

5310 NW 33 AVENUE SUITE 211 · FORT LAUDERDALE, FL · 333096319

Phone

(954) 731-3350

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$29K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC

Investments

33 direct securities· $20.8M(99% of reported assets)

Mutual Funds

$15.3M

26 holdings

Common Stocks

$3.0M

1 holding

Common Collective Trusts

$2.5M

3 holdings

Other securities

$98K

3 holdings

					% of plan
FRANKLIN GROWTH R6	Mutual Funds	—	—	$5.4M	25.7%
EMPOWER ANNUITY INSURANCE FIXED ANNUITIES - GUARANTEED INTEREST FUND COMPANY OF AMERICA (AT CONTRACT VALUE)	Common Stocks	—	—	$3.0M	14.0%
VANGUARD MID CAP INDEX FUND- ADMIRAL	Common Collective Trusts	—	—	$1.9M	8.8%
VANGUARD INTERM-TERM BOND INDEX ADM	Mutual Funds	—	—	$1.6M	7.4%
PUTNAM LARGE CAP VALUE R6	Mutual Funds	—	—	$1.4M	6.7%
PUTNAM DYNAMIC ASSET ALLOC GROWTH R6	Mutual Funds	—	—	$1.1M	5.4%
MFS INTERNATIONAL INTRINSIC VALUE R6	Mutual Funds	—	—	$946K	4.5%
AMERICAN FUNDS NEW WORLD R6	Mutual Funds	—	—	$851K	4.0%
VANGUARD GROWTH & INCOME ADM	Mutual Funds	—	—	$549K	2.6%
PUTNAM DYNAMIC ASSET ALLOCATION BAL R6	Mutual Funds	—	—	$501K	2.4%
VANGUARD 500 INDEX ADMIRAL	Common Collective Trusts	—	—	$498K	2.4%
PUTNAM DYNAMIC ASSET ALLOCATION CON R6	Mutual Funds	—	—	$406K	1.9%
AMERICAN FUNDS 2040 TRGT DATE RETIRE R6	Mutual Funds	—	—	$308K	1.5%
VANGUARD INFLATION- PROTECTED SECS ADM	Mutual Funds	—	—	$275K	1.3%
AMERICAN FUNDS 2030 TRGT DATE RETIRE R6	Mutual Funds	—	—	$226K	1.1%
AMERICAN FUNDS 2035 TRGT DATE RETIRE R6	Mutual Funds	—	—	$210K	1.0%
VANGUARD VANGAURD MID- CAP VALUE INDEX ADMIRAL	Mutual Funds	—	—	$209K	1.0%
FRANKLIN INCOME R6	Mutual Funds	—	—	$187K	0.9%
PIMCO GLOBAL BONDS OPPS (USD-HEDGED) INST	Mutual Funds	—	—	$164K	0.8%
AMERICAN FUNDS CAPITAL INC BLDR R6	Mutual Funds	—	—	$158K	0.8%
VANGUARD SMALL CAP GROWTH INDEX ADMIRAL	Mutual Funds	—	—	$157K	0.7%
VANGUARD TOTAL INTL BD IDX ADMIRAL	Common Collective Trusts	—	—	$153K	0.7%
DFA EMERGING MARKETS CORE EQUITY I	Mutual Funds	—	—	$128K	0.6%
AMERICAN FUNDS 2050 TRGT DATE RETIRE R6	Mutual Funds	—	—	$110K	0.5%
AMERICAN FUNDS 2045 TRGT DATE RETIRE R6	Mutual Funds	—	—	$87K	0.4%
AMERICAN FUNDS 2055 TRGT DATE RETIRE R6	Mutual Funds	—	—	$74K	0.3%
COLUMBIA SMALL CAP INDEX INSTL 2	Other securities	—	—	$72K	0.3%
AMERICAN FUNDS 2060 TRGT DATE RETIRE R6	Mutual Funds	—	—	$71K	0.3%
VANGUARD WINDSOR ADM	Mutual Funds	—	—	$61K	0.3%
NUVEEN REAL ASSET INCOME R6	Mutual Funds	—	—	$47K	0.2%
PIONEER FUNDAMENTAL GROWTH K	Other securities	—	—	$24K	0.1%
AMERICAN FUNDS 2025 TRGT DATE RETIRE R6	Mutual Funds	—	—	$2K	<0.1%
UNDISCOVERED MGRS BEHAVIORAL VALUE R6	Other securities	—	—	$2K	<0.1%