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Original filing (PDF)20251007101757NAL0004426161001
BAYADA HOME HEALTH CARE INC.
Form 5500
FILING_RECEIVED
BAYADA HOME HEALTH CARE 401(K) PLAN
401(k) retirement plan
Signals · 1
81% in single holding
Active participants
48,232
Accounts w/ balance
11,309
Plan assets (EOY)
$398.6M
Net assets (EOY)
$398.6M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "regulations for reporting and disclosure under ERISA. 2024 2023 Statement of net assets available for benefits Investments, at fair value" is 81% of plan.
- Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAYADA HOME HEALTH CARE INC..
Plan sponsor
Name
BAYADA HOME HEALTH CARE INC.
EIN
23-1943113
Address
4300 HADDONFIELD ROAD · PENNSAUKEN, NJ · 08109
Phone
(856) 793-1733
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $285K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | NEW YORK, NY | INVESTMENT ADVISOR | $100K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | TAMPA, FL | AUDITOR | $34K | — |
Investments
3 direct securities · 1 pooled fund· $373.2M(94% 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
$342.9M
3 holdings
Pooled Separate Account
$30.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| regulations for reporting and disclosure under ERISA. 2024 2023 Statement of net assets available for benefits Investments, at fair value | — | — | $326.8M | $277.3M | 69.6% | |
| Investments, at contract value | — | — | $66.4M | $65.6M | 16.5% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $30.3M | 7.6% | |
| 5500 – Schedule H, Line 4(i)– Schedule of Assets (Held at End of Year) as of December 31, 2024, have been compiled from statements certified as complete and accurate by the trustee and insurance company of the Plan in accordance with 29 CFR 2520.103-8 of DOL Rules and | — | — | — | $3K | <0.1% |