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Original filing (PDF)20250729130655NAL0001338915001
CUE HEALTH INC.
Form 5500
FILING_RECEIVED
CUE 401(K) PLAN
401(k) retirement plan
Signals · 1
~150 bps in Sched C fees
Active participants
6
Accounts w/ balance
602
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
How this plan invests
This plan
8 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 150 bps in Schedule C fees — 419% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUE HEALTH INC..
Plan sponsor
Name
CUE HEALTH INC.
EIN
27-1562193
Address
2301 E. EVESHAM ROAD · PAVILION 800, SUITE 210 · VOORHEES, NJ · 08043
Phone
(856) 767-3000
Industry
Professional & Technical Servicessee 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
2025-07-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SEE ATTACHED REASONABLE CAUSE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $193K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $77K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GIULIANO, MILLER & COMPANY, LLC | 22-3327698 | — | ACCOUNTANT | $65K | — |
| JGD ASSOCIATES | 95-3132551 | — | AUDITOR | $9K | — |
Investments
24 direct securities · 8 pooled funds· $24.0M(100% 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
$21.5M
24 holdings
Common Collective Trust
$2.5M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2055 IPR | — | 186,376.265 | $3.4M | $4.0M | 16.6% | |
| FID FDM IDX 2050 IPR | — | 130,978.95 | $2.9M | $3.4M | 14.2% | |
| FID FDM IDX 2060 IPR | — | 142,990.77 | $2.2M | $2.6M | 10.8% | |
| FID 500 INDEX | — | 11,159.14 | $1.8M | $2.3M | 9.5% | |
| FID FDM IDX 2045 IPR | — | 82,802.066 | $1.9M | $2.1M | 8.9% | |
| FID FDM IDX 2040 IPR | — | 69,758.494 | $1.5M | $1.7M | 7.2% | |
| FID FDM IDX 2035 IPR | — | 67,595.748 | $1.4M | $1.6M | 6.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | 38,754.065 | $645K | $835K | 3.5% | |
| FID FDM IDX 2065 IPR | — | 50,389.875 | $617K | $738K | 3.1% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | 44,436.319 | $538K | $687K | 2.9% | |
| FID FDM IDX 2030 IPR | — | 32,996.755 | $610K | $666K | 2.8% | |
| FID INTL INDEX | — | 10,181.134 | $453K | $484K | 2.0% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | 41,829.968 | $448K | $468K | 1.9% | |
| FID FDM IDX 2025 IPR | — | 19,529.365 | $341K | $363K | 1.5% | |
| FID MID CAP IDX | — | 10,409.452 | $296K | $352K | 1.5% | |
| FID SM CAP IDX | — | 10,355.008 | $238K | $287K | 1.2% | |
| MFS MA INV GR STK R6 | — | 5,736.913 | $224K | $254K | 1.1% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | 24,316.695 | $232K | $242K | 1.0% | |
| FID US BOND IDX | — | 21,283.786 | $221K | $218K | 0.9% | |
| AF NEW WORLD R6 | — | 2,562.655 | $189K | $197K | 0.8% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | 9,538.115 | $131K | $128K | 0.5% | |
| PIF REAL EST SEC R6 | — | 3,088.266 | $84K | $87K | 0.4% | |
| FID FDM IDX 2020 IPR | — | 5,439.58 | $86K | $86K | 0.4% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | 5,224.722 | $71K | $83K | 0.3% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | 2,839.218 | $45K | $52K | 0.2% | |
| PIMCO INCOME INST | — | 3,854.467 | $40K | $41K | 0.2% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | 1,017.696 | $13K | $16K | <0.1% | |
| PGIM GLB TOT RTN R6 | — | 826.818 | $4K | $4K | <0.1% | |
| MFS NEW DISCOVERY R6 | — | 118.579 | $3K | $4K | <0.1% | |
| AF AMER MUTUAL R6 | — | 60.741 | $3K | $3K | <0.1% | |
| FID GOVT MMKT K6 | — | 2,359.32 | $2K | $2K | <0.1% | |
| FID FDM IDX INC IPR | — | 11.736 | $134 | $137 | <0.1% |