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Original filing (PDF)20250910095232NAL0013085443001
CARE DIMENSIONS, INC.
Form 5500
FILING_RECEIVED
CARE DIMENSIONS, INC. 403(B) PLAN
403(b) retirement plan
Active participants
608
Accounts w/ balance
751
Plan assets (EOY)
$23.9M
Net assets (EOY)
$23.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARE DIMENSIONS, INC..
Plan sponsor
Name
CARE DIMENSIONS, INC.
EIN
22-2873792
Address
75 SYLVAN STREET SUITE B-102 · DANVERS, MA · 01923
Phone
(978) 774-7566
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
2025-09-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOIVIN AND ASSOCIATES, CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | HUNTINGDON VALLEY, PA | INVESTMENT ADVISOR | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
27 direct securities· $21.8M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund – 149,471shares | — | — | $149K | $3.8M | 16.0% | |
| T. Rowe Price Retirement 2035 Fund – 139,321 shares | — | — | $139K | $2.9M | 12.3% | |
| T. Rowe Price Retirement 2040 Fund – 77,363 shares | — | — | $77K | $2.4M | 9.9% | |
| T. Rowe Price Retirement 2045 Fund – 90,404 shares | — | — | $90K | $2.0M | 8.4% | |
| T. Rowe Price Retirement 2050 Fund – 94,231 shares | — | — | $94K | $1.8M | 7.5% | |
| MassMutual S&P 500 Index Fund – 115,188 shares | — | — | $115K | $1.7M | 7.0% | |
| T. Rowe Price Retirement 2025 Fund – 83,414 shares | — | — | $83K | $1.4M | 5.8% | |
| MassMutual Blue Chip Growth Fund – 48,852 shares | — | — | $49K | $1.1M | 4.5% | |
| T. Rowe Price Retirement 2020 Fund – 57,775 shares | — | — | $58K | $1.1M | 4.5% | |
| American Funds Europacific Growth Fund – 13,654 shares | — | — | $14K | $734K | 3.1% | |
| Baird Core Plus Bond Fund – 50,216 shares | — | — | $50K | $503K | 2.1% | |
| iShares Russell Mid-Cap Index Fund – 30,779 shares | — | — | $31K | $457K | 1.9% | |
| Invesco Comstock Fund – 13,857 shares | — | — | $14K | $395K | 1.7% | |
| T. Rowe Price Retirement 2060 Fund – 21,909 shares | — | — | $22K | $363K | 1.5% | |
| Empower Life & Annuity Insurance Company of New York Capital Preservation Account | — | — | — | $315K | 1.3% | |
| JP Morgan Mid Cap Value Fund – 5,227 shares | — | — | $5K | $192K | 0.8% | |
| T. Rowe Price Retirement 2015 Fund – 14,324 shares | — | — | $14K | $180K | 0.8% | |
| Victory Sycamore Small Company Opportunity Fund – 2,936 shares | — | — | $3K | $138K | 0.6% | |
| MassMutual Mid Cap Growth Fund – 5,912 shares | — | — | $6K | $114K | 0.5% | |
| Fidelity Advisor Strategic Income Fund – 7,777 shares | — | — | $8K | $90K | 0.4% | |
| Invesco International Bond Fund – 13,795 shares | — | — | $14K | $59K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund – 4,126 shares | — | — | $4K | $55K | 0.2% | |
| MassMutual Balanced Fund – 3,733 shares | — | — | $4K | $45K | 0.2% | |
| iShares | — | — | — | $17K | <0.1% | |
| DFA | — | — | — | $9K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund –659 shares | — | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund –281 shares | — | — | — | $4K | <0.1% |
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