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Original filing (PDF)20251015181933NAL0007017808001
PREFERRED HOME HEALTH CARE & NURSING SERVICES, INC.
Form 5500
FILING_RECEIVED
PREFERRED HOME CARE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,437
Accounts w/ balance
358
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREFERRED HOME HEALTH CARE & NURSING SERVICES, INC..
Plan sponsor
Name
PREFERRED HOME HEALTH CARE & NURSING SERVICES, INC.
EIN
22-3607563
Address
45 MAIN ST. · EATONTOWN, NJ · 07724
Phone
(732) 443-8100
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4071393 | — | SERVICE PROVIDER | $0 | — |
Investments
33 direct securities · 1 pooled fund· $18.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.8M
33 holdings
Pooled Separate Account
$8.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ING SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.6M | 87.5% | |
| Vanguard LifeStrategy Moderate Growth Fund Inv Registered Investment Company (Mutual Fund) # | — | — | — | $1.5M | 15.2% | |
| Vanguard LifeStrategy Growth Fund Inv Registered Investment Company (Mutual Fund) # | — | — | — | $991K | 10.1% | |
| Separate Account Funds * Voya Retirement Insurnace and Insurance Company General Account # | — | — | — | $855K | 8.8% | |
| Vanguard 500 Index Fund Adm Registered Investment Company (Mutual Fund) # | — | — | — | $810K | 8.3% | |
| Vanguard LifeStrategy Income Fund Inv Registered Investment Company (Mutual Fund) # | — | — | — | $755K | 7.7% | |
| JPMorgan Growth Advantage Fund Registered Investment Company (Mutual Fund) # | — | — | — | $708K | 7.2% | |
| Vanguard Total International Stock Index Fund Adm Registered Investment Company (Mutual Fund) # | — | — | — | $550K | 5.6% | |
| Fidelity Advisor Balanced Fund Registered Investment Company (Mutual Fund) # | — | — | — | $424K | 4.3% | |
| from participants to 9.50% with maturities through 2035 # | — | — | — | $363K | 3.7% | |
| Vanguard Value Index Fund Adm Registered Investment Company (Mutual Fund) # | — | — | — | $316K | 3.2% | |
| Fidelity Small Cap Index Fund Registered Investment Company (Mutual Fund) # | — | — | — | $297K | 3.0% | |
| JPMorgan Equity Income Fund Registered Investment Company (Mutual Fund) # | — | — | — | $288K | 3.0% | |
| TIAA-CREF Real Estate Securities Fund Ins Registered Investment Company (Mutual Fund) # | — | — | — | $241K | 2.5% | |
| Victory Core Pl Inter Bnd RG Registered Investment Company (Mutual Fund) # | — | — | — | $223K | 2.3% | |
| Voya Index Solution 2035 Registered Investment Company (Mutual Fund) # | — | — | — | $210K | 2.2% | |
| Vanguard Inflation-Protected Securities Fund Adm Registered Investment Company (Mutual Fund) # | — | — | — | $176K | 1.8% | |
| Vanguard Mid Cap Growth Index Fund Adm Registered Investment Company (Mutual Fund) # | — | — | — | $149K | 1.5% | |
| Vanguard Mid Cap Value Index Fund Adm Registered Investment Company (Mutual Fund) # | — | — | — | $131K | 1.3% | |
| Voya Index Solution 2025 Registered Investment Company (Mutual Fund) # | — | — | — | $115K | 1.2% | |
| PGIM High Yield Fund Registered Investment Company (Mutual Fund) # | — | — | — | $93K | 1.0% | |
| Voya Government Money Market Registered Investment Company (Mutual Fund) # | — | — | — | $77K | 0.8% | |
| Voya Index Solution 2060 Registered Investment Company (Mutual Fund) # | — | — | — | $76K | 0.8% | |
| Voya Index Solution 2055 Registered Investment Company (Mutual Fund) # | — | — | — | $73K | 0.7% | |
| PGIM Global Total Return Fund Registered Investment Company (Mutual Fund) # | — | — | — | $59K | 0.6% | |
| Annunity Company Mutual Funds American Funds New World Registered Investment Company (Mutual Fund) # | — | — | — | $59K | 0.6% | |
| Vanguard Small Cap Value Index Fund Adm Registered Investment Company (Mutual Fund) # | — | — | — | $47K | 0.5% | |
| Voya Index Solution 2045 Registered Investment Company (Mutual Fund) # | — | — | — | $37K | 0.4% | |
| Voya Index Solution 2050 Registered Investment Company (Mutual Fund) # | — | — | — | $37K | 0.4% | |
| Schwab Fundamental International Large Index Registered Investment Company (Mutual Fund) # | — | — | — | $29K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Fund Inv Registered Investment Company (Mutual Fund) # | — | — | — | $29K | 0.3% | |
| Voya Index Solution 2040 Registered Investment Company (Mutual Fund) # | — | — | — | $28K | 0.3% | |
| Voya Index Solution 2065 Registered Investment Company (Mutual Fund) # | — | — | — | $25K | 0.3% | |
| Voya Index Solution 2030 Registered Investment Company (Mutual Fund) # | — | — | — | $10K | 0.1% |