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Original filing (PDF)20251008050435NAL0008885776001
CADUCEUS, INC.
Form 5500
FILING_RECEIVED
CADUCEUS 401(K) PLAN
401(k) retirement plan
Active participants
252
Accounts w/ balance
230
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
24 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 CADUCEUS, INC..
Plan sponsor
Name
CADUCEUS, INC.
EIN
22-3475067
Address
30 MONTGOMERY STREET SUITE 600 · JERSEY CITY, NJ · 07302
Phone
(646) 517-6180
Industry
Admin Support & Waste Mgmtsee 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
2025-10-08
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROSS ROSENTHAL AND CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY PLAN PARTNERS, LLC | 81-2872393 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
Investments
14 direct securities · 13 pooled funds· $4.7M(97% 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.
Common Collective Trust
$3.6M
13 holdings
Registered Investment Companies
$1.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GGT TRP RETIRE DATE 2030 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $996K | 20.5% | |
| GGT TRP RETIRE DATE 2045 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $628K | 12.9% | |
| GGT TRP RETIRE DATE 2035 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $557K | 11.5% | |
| GGT TRP RETIRE DATE 2055 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $382K | 7.9% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $277K | 5.7% | |
| GGT TRP RETIRE DATE 2050 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $259K | 5.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $225K | 4.6% | |
| GGT TRP RETIRE DATE 2040 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $223K | 4.6% | |
| GGT TRP RETIRE DATE 2025 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $183K | 3.8% | |
| GGT TRP RETIRE DATE 2020 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $182K | 3.8% | |
| GGT TRP RETIRE DATE 2060 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $136K | 2.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $124K | 2.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $103K | 2.1% | |
| JPM US GOVT MONEY MARKET INST | Registered Investment Companies | — | — | $97K | 2.0% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $92K | 1.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $58K | 1.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $52K | 1.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $38K | 0.8% | |
| NEU LARGE CAP VALUE - R6 | Registered Investment Companies | — | — | $33K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $20K | 0.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $19K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $10K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $7K | 0.1% | |
| GGT TRP RETIRE DATE 2015 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| GGT TRP RETIRE DATE 2010 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $657 | <0.1% | |
| GGT TRP RETIRE DATE 2005 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $653 | <0.1% | |
| GGT TRP RETIRE DATE 2065 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $329 | <0.1% |
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