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Original filing (PDF)20251013114850NAL0002649874001
SHARECARE, INC.
Form 5500
FILING_RECEIVED
SHARECARE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,701
Accounts w/ balance
1,667
Plan assets (EOY)
$90.8M
Net assets (EOY)
$90.8M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARECARE, INC..
Plan sponsor
Name
SHARECARE, INC.
EIN
27-0876664
Address
255 EAST PACES FERRY ROAD · ATLANTA, GA · 30305
Phone
(404) 671-4000
Industry
Information / Tech / Mediasee 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
2025-10-13
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
MAULDIN & JENKINS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE | 31-4156830 | — | TRUST RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | CONSULTANT | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAULDIN AND JENKINS, LLC | 58-0692043 | — | ACCOUNTANT | $22K | — |
Investments
33 direct securities· $89.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE AmCent RtrmntRdns2045 | — | — | — | $12.8M | 14.1% | |
| NATIONWIDE LIFE INSURANCE AmCent RtrmntRdns2050 | — | — | — | $11.2M | 12.3% | |
| NATIONWIDE LIFE INSURANCE AmCent RtrmntRdns2040 | — | — | — | $10.0M | 11.0% | |
| NATIONWIDE LIFE INSURANCE AmCent RtrmntRdns2035 | — | — | — | $9.4M | 10.4% | |
| NATIONWIDE LIFE INSURANCE AmCent RtrmntRdns2030 | — | — | — | $8.6M | 9.5% | |
| NATIONWIDE LIFE INSURANCE AmCent RtrmntRdns2025 | — | — | — | $8.5M | 9.4% | |
| NATIONWIDE LIFE INSURANCE AmCent RtrmntRdns2055 | — | — | — | $7.4M | 8.1% | |
| NATIONWIDE LIFE INSURANCE Fid 500 Indx | — | — | — | $6.6M | 7.3% | |
| NATIONWIDE LIFE INSURANCE Vngrd Fed Mny Mkt Inv | — | — | — | $2.3M | 2.6% | |
| NATIONWIDE LIFE INSURANCE AmCent RtrmntRdns2060 | — | — | — | $2.2M | 2.5% | |
| NATIONWIDE LIFE INSURANCE Vngrd US Gr Adml | — | — | — | $1.8M | 2.0% | |
| NATIONWIDE LIFE INSURANCE Fid MdCap Indx | — | — | — | $1.2M | 1.3% | |
| NATIONWIDE LIFE INSURANCE Vngrd Sm Cap Indx Fd AS | — | — | — | $1.2M | 1.3% | |
| NATIONWIDE LIFE INSURANCE Vngrd Lf Strat Gr Inv | — | — | — | $1.1M | 1.2% | |
| NATIONWIDE LIFE INSURANCE Nuvn Intl Eq Indx R6 | — | — | — | $922K | 1.0% | |
| NATIONWIDE LIFE INSURANCE AB LgCap Gr Z | — | — | — | $684K | 0.8% | |
| NATIONWIDE LIFE INSURANCE JPM US Val R6 | — | — | — | $447K | 0.5% | |
| NATIONWIDE LIFE INSURANCE Vngrd Wlsly Inc Adml | — | — | — | $327K | 0.4% | |
| NATIONWIDE LIFE INSURANCE AmCent RtrmntRdns2065 | — | — | — | $326K | 0.4% | |
| NATIONWIDE LIFE INSURANCE MFS Intl Gr R6 | — | — | — | $296K | 0.3% | |
| NATIONWIDE LIFE INSURANCE Vngrd Sel Val Inv | — | — | — | $256K | 0.3% | |
| NATIONWIDE LIFE INSURANCE AmFds New Wld R6 | — | — | — | $247K | 0.3% | |
| NATIONWIDE LIFE INSURANCE PIMCO Inc Inst | — | — | — | $214K | 0.2% | |
| NATIONWIDE LIFE INSURANCE AmFds Am Bal R6 | — | — | — | $177K | 0.2% | |
| NATIONWIDE LIFE INSURANCE DodgeCox Inc X | — | — | — | $176K | 0.2% | |
| NATIONWIDE LIFE INSURANCE Vngrd ST Fed Adml | — | — | — | $171K | 0.2% | |
| NATIONWIDE LIFE INSURANCE Mcqrie MdCap Gr R6 | — | — | — | $138K | 0.2% | |
| NATIONWIDE LIFE INSURANCE Fid Infl Prtct Bd Indx | — | — | — | $121K | 0.1% | |
| NATIONWIDE LIFE INSURANCE Allspr Spec SmCap Val R6 | — | — | — | $100K | 0.1% | |
| NATIONWIDE LIFE INSURANCE Nationwide True Flex Fund | — | — | — | $86K | <0.1% | |
| NATIONWIDE LIFE INSURANCE CohenStrs RealEst Sec Z | — | — | — | $73K | <0.1% | |
| NATIONWIDE LIFE INSURANCE MFS New Disc R6 | — | — | — | $72K | <0.1% | |
| NATIONWIDE LIFE INSURANCE PIMCO Intl BdUSDlrHdgInst | — | — | — | $36K | <0.1% |