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Original filing (PDF)20250210155358NAL0009733779001
MINAMYER RESIDENTIAL CARE SERVICES, INC.
Form 5500
FILING_RECEIVED
MINAMYER RESIDENTIAL 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 26.8 mo~141 bps in Sched C feesNo recordkeeper disclosed
Active participants
112
Accounts w/ balance
66
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 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
75
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- Filed 26.8 months past the 10.5-month grace window.
- 141 bps in Schedule C fees — 171% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINAMYER RESIDENTIAL CARE SERVICES, INC..
Plan sponsor
Name
MINAMYER RESIDENTIAL CARE SERVICES, INC.
EIN
30-0045265
Address
967 WORTHINGTON WOODS LOOP RD. · WORTHINGTON, OH · 430855743
Phone
(614) 802-0190
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-02-10
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
MCCURDY AND ASSOCIATES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE FINANCIAL SERVICES | — | COLUMBUS, OH | — | $25K | — |
| LINCOLN INVESTMENT PLANNING | — | FORT WASHINGTON, PA | — | — | — |
Investments
47 direct securities· $1.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Allspring Disciplined US Core Fund Mutual Fund 464 American Funds Growth Fund of America R6 Mutual Fund | — | — | — | $344K | 19.4% | |
| Harding Loevner International Equity Port Mutual Fund | — | — | — | $195K | 11.0% | |
| Vanguard Mid-Cap Index Fund AS Mutual Fund | — | — | — | $170K | 9.6% | |
| Vanguard Value Index Fund Adml Mutual Fund | — | — | — | $165K | 9.3% | |
| Vanguard Small-Cap Index Fund AS Mutual Fund | — | — | — | $157K | 8.9% | |
| Nationwide Destination 2025 Fund R6 Mutual Fund | — | — | — | $123K | 6.9% | |
| Vanguard Developed Markets Index Fund Adml Mutual Fund | — | — | — | $108K | 6.1% | |
| Nationwide Destination 2035 Fund R6 Mutual Fund | — | — | — | $77K | 4.4% | |
| Nationwide Destination 2040 Fund R6 Mutual Fund | — | — | — | $70K | 4.0% | |
| Notes receivable from participants Interest rate: 4.25% to 6.50% | — | — | — | $66K | 3.7% | |
| Nationwide Destination 2030 Fund R6 Mutual Fund | — | — | — | $49K | 2.8% | |
| Nationwide Destination 2050 Fund R6 Mutual Fund | — | — | — | $29K | 1.7% | |
| JPMorgan Intrepid Growth Fund R5 Mutual Fund | — | — | — | $18K | 1.0% | |
| Nationwide Destination 2045 Fund R6 Mutual Fund | — | — | — | $18K | 1.0% | |
| TIAA-CREF Large-Cap Growth Index Fund Mutual Fund | — | — | — | $12K | 0.7% | |
| Nationwide Fixed Select Option Annuity Contract Group Annuity | — | — | — | $11K | 0.6% | |
| Government Obligations Fund Mutual Fund | — | — | — | $10K | 0.6% | |
| Western Asset Core Bond Fund I Mutual Fund | — | — | — | $10K | 0.6% | |
| Vanguard Equity Income Fund Adml Mutual Fund | — | — | — | $9K | 0.5% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $9K | 0.5% | |
| Nationwide Destination Retirement R6 Mutual Fund | — | — | — | $9K | 0.5% | |
| Nationwide Destination 2060 Fund R6 Mutual Fund | — | — | — | $8K | 0.5% | |
| Janus Henderson Triton Fund Class N Mutual Fund 482 JPMorgan Core Plus Bond Fund R6 Mutual Fund | — | — | — | $8K | 0.4% | |
| DFA Emerging Markets Core Equity Portfolio Inst Mutual Fund | — | — | — | $7K | 0.4% | |
| BlackRock Strategic Income Opportunities Portfolio Mutual Fund 962 BlackRock Total Return Fund K Mutual Fund 777 Cohen & Steers Real Estate Securities Fund I Mutual Fund | — | — | — | $7K | 0.4% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $6K | 0.3% | |
| Vanguard 500 Index Fund AS Mutual Fund | — | — | — | $6K | 0.3% | |
| DodgeCox International Mutual Fund | — | — | — | $5K | 0.3% | |
| Goldman Sachs GQG Partners International Opportunities Fund R6 Mutual Fund | — | — | — | $5K | 0.3% | |
| DFA US Large Cap Value Portfolio Mutual Fund | — | — | — | $5K | 0.3% | |
| JPMorgan Equity Income Fund R5 Mutual Fund | — | — | — | $5K | 0.3% | |
| Nationwide Loomis All Cap Growth Fund R6 Mutual Fund | — | — | — | $4K | 0.2% | |
| Columbia Select Large Cap Growth Fund I2 Mutual Fund | — | — | — | $4K | 0.2% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $3K | 0.2% | |
| Diamond Hill MidCap I Mutual Fund | — | — | — | $3K | 0.1% | |
| BlackRock MidCap Growth Equity Mutual Fund | — | — | — | $2K | 0.1% | |
| BlackRock Hi Yield Bond Portfolio Class K Mutual Fund | — | — | — | $2K | 0.1% | |
| Nationwide Destination 2055 Fund R6 Mutual Fund | — | — | — | $2K | 0.1% | |
| PGIM Total Return Bond Fund R6 Mutual Fund | — | — | — | $2K | 0.1% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| similar party investment value AB Global Bond I Mutual Fund | — | — | — | $2K | <0.1% | |
| Principal Global Real Estate R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund Mutual Fund | — | — | — | $1K | <0.1% | |
| Avantis US Small Cap Value Fund Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $1K | <0.1% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $1K | <0.1% | |
| Nationwide Destination 2065 Fund R6 Mutual Fund | — | — | — | $1K | <0.1% |