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Original filing (PDF)20251009085927NAL0006715329001
CAROL WOODS RETIREMENT CENTER
Form 5500
FILING_RECEIVED
THE CAROL WOODS PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
55% in single holdingNo recordkeeper disclosed
Active participants
253
Accounts w/ balance
276
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- Top holding "Vanguard Wellington Admiral Vanguard 0" is 55% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAROL WOODS RETIREMENT CENTER.
Plan sponsor
Name
CAROL WOODS RETIREMENT CENTER
EIN
23-7271041
Address
RETIREMENT CENTER, INC · 750 WEAVER DAIRY ROAD · CHAPEL HILL, NC · 27514
Phone
(919) 918-3280
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $16K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $14K | — |
| NEXTCAPITAL GROUP, INC. | — | CHICAGO, IL | NONE | $100 | — |
Investments
18 direct securities · 1 pooled fund· $7.2M(93% 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
$6.6M
18 holdings
Common Collective Trust
$564K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $3.9M | 50.9% | |
| GOLDMAN SACHS STABLE VALUE INSTL 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $564K | 7.3% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $486K | 6.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $386K | 5.0% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $300K | 3.9% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $299K | 3.9% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $224K | 2.9% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $216K | 2.8% | |
| American Century Growth R6 American Century 0 | — | — | — | $210K | 2.7% | |
| Fidelity International Index Fidelity 0 | — | — | — | $179K | 2.3% | |
| Parnassus Core Equity Inst Parnassus 0 | — | — | — | $121K | 1.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $60K | 0.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $55K | 0.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $41K | 0.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $33K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $29K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $21K | 0.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $16K | 0.2% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $15K | 0.2% |