Back to filter
Original filing (PDF)20250912145629NAL0001408785001
BHCARE, INC.
Form 5500
FILING_RECEIVED
BHCARE, INC. RETIREMENT PLAN
403(b) retirement plan
Active participants
308
Accounts w/ balance
244
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BHCARE, INC..
Plan sponsor
Name
BHCARE, INC.
EIN
22-2598799
Address
127 WASHINGTON AVE 3RD FLOOR WEST · NORTH HAVEN, CT · 06473
Phone
(203) 446-9739
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
2025-09-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $31K | — |
Investments
27 direct securities· $17.7M(100% of reported assets)
Uncategorized
$14.7M
26 holdings
Mutual Funds
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * American Funds American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $3.0M | 17.1% | |
| American Funds American Funds AMCAP Fund | — | — | — | $2.1M | 12.0% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $1.6M | 9.3% | |
| The Royce Funds Royce Total Return Fund | — | — | — | $1.3M | 7.5% | |
| American Funds American Funds Investment Company of America | — | — | — | $1.2M | 6.9% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $1.2M | 6.8% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $1.1M | 6.3% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $914K | 5.2% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $875K | 4.9% | |
| Money market fund * American Funds American Funds U.S. Government Money Market Fund | — | — | — | $766K | 4.3% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $649K | 3.7% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $477K | 2.7% | |
| American Funds American Funds Washington Mutual Investors Fund | — | — | — | $439K | 2.5% | |
| American Funds American Funds Bond Fund of America | — | — | — | $415K | 2.3% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $413K | 2.3% | |
| various dates, secured by participant account balances | — | — | — | $298K | 1.7% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $245K | 1.4% | |
| Invesco Oppenheimer International Growth Fund | — | — | — | $135K | 0.8% | |
| BlackRock High Yield Bond Fund | — | — | — | $116K | 0.7% | |
| American Funds American Funds New World Fund | — | — | — | $104K | 0.6% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $62K | 0.4% | |
| Invesco Global Real Estate Fund | — | — | — | $44K | 0.3% | |
| PIMCO Real Return Fund | — | — | — | $33K | 0.2% | |
| American Funds American Funds Intermediate Bond Fund of America | — | — | — | $28K | 0.2% | |
| American Funds American Funds Capital World Bond Fund | — | — | — | $5K | <0.1% | |
| American Funds American Funds U.S. Government Securities Fund | — | — | — | $4K | <0.1% | |
| American Funds American Funds 2010 Target Date Retrement Fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using CAPITAL GROUP RETIREMENT PLAN SVCS.
TRADER JOE'S COMPANY
TRADER JOE'S COMPANY RETIREMENT PLAN
$3.2B · 64,951 participants
BEACON SALES ACQUISITION, INC.
BEACON SALES ACQUISITION, INC. 401(K) PROFIT SHARING PLAN
$653.9M · 7,320 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
PINNACLE BANK
PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN
$564.6M · 3,612 participants
SMITHGROUP COMPANIES, INC.
THE SMITHGROUP RETIREMENT ACCUMULATION PLAN
$335.3M · 1,547 participants
SELECT REHABILITATION, LLC
SELECT REHABILITATION, LLC 401(K) PLAN AND TRUST
$279.0M · 15,130 participants
Similar-size Health Care & Social Assistance plans
SEACOAST MENTAL HEALTH CENTER, INC
SEACOAST MENTAL HEALTH CENTER, INC. TAX-DEFERRED ANNUITY SAVINGS PLAN
$17.5M · 189 participants
ADVANCED RECOVERY SYSTEMS, LLC
ARS 401(K) PLAN
$17.4M · 1,357 participants
WELLNEST EMOTIONAL HEALTH & WELLNESS
WELLNEST 401(K) PLAN
$18.0M · 279 participants
GATEWAY REHABILITATION CENTER
GATEWAY REHABILITATION CENTER 401(K) PROFIT SHARING PLAN
$17.4M · 538 participants
KEDREN COMMUNITY HEALTH CENTER, INC.
KEDREN RETIREMENT PLAN
$17.4M · 342 participants
SOUTH METRO HUMAN SERVICES
RADIAS HEALTH 403(B) PLAN
$18.2M · 441 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B