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Original filing (PDF)20250714104531NAL0000965313001
SPECIALTYCARE, INC.
Form 5500
FILING_RECEIVED
SPECIALTYCARE 401(K) PLAN
401(k) retirement plan
Active participants
2,030
Accounts w/ balance
2,457
Plan assets (EOY)
$241.4M
Net assets (EOY)
$241.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALTYCARE, INC..
Plan sponsor
Name
SPECIALTYCARE, INC.
EIN
20-8825842
Address
3 MARYLAND FARMS · SUITE, 200 · BRENTWOOD, TN · 37027
Phone
(615) 345-5586
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
2025-07-14
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
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $134K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $87K | — |
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISOR | $46K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC,PC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
25 direct securities · 6 pooled funds· $251.9M(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
$220.6M
25 holdings
Common Collective Trust
$31.4M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $39.1M | 16.2% | |
| American Funds 2035 Retirement Fund Class R6 | — | — | — | $22.5M | 9.3% | |
| American Funds 2045 Retirement Fund Class R6 | — | — | — | $21.0M | 8.7% | |
| American Funds 2040 Retirement Fund Class R6 | — | — | — | $20.6M | 8.5% | |
| American Funds 2030 Retirement Fund Class R6 | — | — | — | $18.1M | 7.5% | |
| American Funds 2050 Retirement Fund Class R6 | — | — | — | $17.7M | 7.3% | |
| American Funds 2025 Retirement Fund Class R6 | — | — | — | $14.5M | 6.0% | |
| American Funds 2055 Retirement Fund Class R6 | — | — | — | $13.2M | 5.4% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $11.4M | 4.7% | |
| BlackRock U.S. Index Fund | — | — | — | $6.4M | 2.6% | |
| BR MSCI ACWI EX US R BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $6.4M | 2.6% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $6.3M | 2.6% | |
| American Funds 2060 Retirement Fund Class R6 | — | — | — | $6.1M | 2.5% | |
| American Funds 2020 Retirement Fund Class R6 | — | — | — | $5.8M | 2.4% | |
| Fidelity Investments Small Cap Growth K6 Fund | — | — | — | $5.3M | 2.2% | |
| Baird Asset Management Core Plus Institutional | — | — | — | $4.8M | 2.0% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.9% | |
| Galliard Capital Management Stable Value Fund Class C | — | — | — | $4.2M | 1.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.7% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $3.8M | 1.6% | |
| through May 2054 - | — | — | — | $3.6M | 1.5% | |
| MFS Investment Management Value Fund Class R3 | — | — | — | $2.7M | 1.1% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.1% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.0% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $1.4M | 0.6% | |
| American Funds 2015 Retirement Fund Class R6 | — | — | — | $1.4M | 0.6% | |
| American Funds 2065 Retirement Fund Class R6 | — | — | — | $1.1M | 0.5% | |
| Allspring Special Small Cap Value Fund - Class A | — | — | — | $724K | 0.3% | |
| Principal Funds, Inc. Diversified Real Asset Fund | — | — | — | $297K | 0.1% | |
| American Funds 2010 Retirement Fund Class R6 | — | — | — | $117K | <0.1% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $74K | <0.1% |
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