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Original filing (PDF)20260121113505NAL0005904384002
NATIONWIDE HEALTHCARE SERVICES LLC
Form 5500
FILING_RECEIVED
NHE PENSION PLAN
401(k) retirement plan
Signals · 3
Late filing · 2.2 mo37% in single holding~78 bps in Sched C fees
Active participants
540
Accounts w/ balance
174
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
91
Concentration risk
82
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Filed 2.2 months past the 10.5-month grace window.
- Top holding "IndexSelect Moderate 2035 Fund CL 1 Collective Trust Funds" is 37% of plan.
- 78 bps in Schedule C fees — 51% above peer band of 52 bps.
- Only 32% 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 NATIONWIDE HEALTHCARE SERVICES LLC.
Plan sponsor
Name
NATIONWIDE HEALTHCARE SERVICES LLC
EIN
26-3999886
Address
260 CHAMBERS BRIDGE ROAD · BRICK, NJ · 08723
Phone
(732) 262-2255
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
2026-01-21
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLATT & DAUMAN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INS COMP | — | SPRINGFIELD, MA | BROKER/ADVISOR | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES INC | — | WOODCLIFF LAKE, NJ | CONTRACT ADMINISTRATOR | $3K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE HEALTHCARE SERVICES LLC | — | BRICK, NJ | OTHER | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
19 direct securities · 13 pooled funds· $5.6M(99% 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
$4.7M
13 holdings
Uncategorized
$875K
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.0M | 36.2% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.5M | 26.6% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $832K | 14.7% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $224K | 4.0% | |
| Participant Loans Interest rates from 4.25% - 9.50% - | — | — | — | $159K | 2.8% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $153K | 2.7% | |
| JP Morgan Large Cap Growth R6 Mutual Funds | — | — | — | $93K | 1.6% | |
| Fidelity Advisor Total Bond Z Mutual Funds | — | — | — | $64K | 1.1% | |
| iShares MSCI EAFE International Index N Mutual Funds | — | — | — | $63K | 1.1% | |
| Putnam Small Cap Growth R6 Mutual Funds * 814 T. Rowe Price Inflation Protected Bond Mutual Funds | — | — | — | $48K | 0.9% | |
| American Funds New World R6 Mutual Funds | — | — | — | $48K | 0.9% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $42K | 0.7% | |
| EI Fixed Account – Series Class 1 Insurance Co. General Account | — | — | — | $42K | 0.7% | |
| Fidelity MdCp Index Mutual Funds | — | — | — | $40K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $38K | 0.7% | |
| DFA Global Equity I Mutual Funds | — | — | — | $33K | 0.6% | |
| Fidelity SmCp Index Mutual Funds | — | — | — | $25K | 0.4% | |
| American Funds Capital World Bond R6 Mutual Funds | — | — | — | $25K | 0.4% | |
| MFS Mid Cap Value Fund Mutual Funds * 859 PGIM High Yield R6 Mutual Funds | — | — | — | $19K | 0.3% | |
| Putnam LrgCp Value R6 Mutual Funds | — | — | — | $17K | 0.3% | |
| Fidelity Advisor International Growth Z Mutual Funds | — | — | — | $15K | 0.3% | |
| Franklin Real Estate Securities R6 Mutual Funds | — | — | — | $13K | 0.2% | |
| American Century SmCp Value R6 Mutual Funds | — | — | — | $10K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $7K | 0.1% | |
| T. Rowe Price Mid-Cap Growth I Mutual Funds | — | — | — | $4K | <0.1% | |
| IndexSelect Conservative 2035 Fund Collective Trust Funds | — | — | — | $3K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $987 | <0.1% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Common Collective Trust | — | — | $859 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |