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Original filing (PDF)20250829150421NAL0022440850001
INTEGRACARE
Form 5500
FILING_RECEIVED
INTEGRACARE 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
385
Accounts w/ balance
447
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRACARE.
Plan sponsor
Name
INTEGRACARE
EIN
25-1846800
Address
6600 BROOKTREE COURT, SUITE 1000 · WEXFORD, PA · 15090
Phone
(724) 940-5544
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
2025-08-29
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF INC | — | PITTSBURGH, PA | CONTRACT ADMIN | $18K | — |
Investments
30 direct securities· $8.6M(100% of reported assets)
Uncategorized
$7.8M
29 holdings
Mutual Funds
$777K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral N/R | Mutual Funds | — | — | $777K | 9.0% | |
| Vanguard Target Retirement 2045 Inv N/R | — | — | — | $756K | 8.8% | |
| Vanguard Target Retirement 2025 Inv N/R | — | — | — | $586K | 6.8% | |
| MFS Securities MFS International Value R6 N/R | — | — | — | $514K | 6.0% | |
| Vanguard Target Retirement 2035 Inv N/R | — | — | — | $495K | 5.7% | |
| Vanguard Target Retirement 2055 Inv N/R | — | — | — | $491K | 5.7% | |
| Vanguard Wellington Fund N/R | — | — | — | $474K | 5.5% | |
| Vanguard Target Retirement 2030 Inv N/R | — | — | — | $447K | 5.2% | |
| Vanguard Target Retirement 2040 Inv N/R | — | — | — | $427K | 5.0% | |
| JP Morgan JPMorgan Core Plus Bond R6 N/R | — | — | — | $426K | 4.9% | |
| JP Morgan JPMorgan Large Cap Growth R6 N/R | — | — | — | $365K | 4.2% | |
| Fidelity Advisor Stock Selector Small Cap Z N/R | — | — | — | $287K | 3.3% | |
| Vanguard Target Retirement 2050 Inv N/R | — | — | — | $285K | 3.3% | |
| Vanguard Real Estate Index Admiral N/R | — | — | — | $265K | 3.1% | |
| Vanguard Total Bond Market Index Adm N/R | — | — | — | $243K | 2.8% | |
| Vanguard Target Retirement 2020 Inv N/R | — | — | — | $242K | 2.8% | |
| Vanguard Mid Cap Index Fund - Admiral N/R | — | — | — | $228K | 2.6% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | — | — | — | $160K | 1.9% | |
| Vanguard Equity-Income Adm N/R | — | — | — | $158K | 1.8% | |
| Vanguard Total Intl Stock Index Admiral N/R | — | — | — | $142K | 1.6% | |
| Vanguard Short-Term Bond Index ADM N/R | — | — | — | $128K | 1.5% | |
| Vanguard Target Retirement Income Inv N/R | — | — | — | $124K | 1.4% | |
| Vanguard Target Retirement 2060 Inv N/R | — | — | — | $118K | 1.4% | |
| Touchstone Investments Touchstone Mid Cap R6 N/R | — | — | — | $112K | 1.3% | |
| Pimco Int Bond (USD-Hedged) Inst N/R | — | — | — | $92K | 1.1% | |
| Fully Benefit Responsive Investment Contract * Empower Key Guaranteed Portfolio Fund N/R | — | — | — | $77K | 0.9% | |
| Vanguard Target Retirement 2065 Inv N/R | — | — | — | $72K | 0.8% | |
| Fidelity Focused Emerging Market Z N/R | — | — | — | $71K | 0.8% | |
| Vanguard Small Cap Index Adm N/R | — | — | — | $53K | 0.6% | |
| Vanguard Target Retirement 2070 Inv N/R | — | — | — | $1K | <0.1% |
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