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Original filing (PDF)20251009220233NAL0007531153030
NURSES CASE MANAGEMENT, LLC DBA CAREFOR
Form 5500
FILING_RECEIVED
NURSES CASE MANAGEMENT, LLC DBA CAREFOR 401(K) PLAN
401(k) retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
128
Accounts w/ balance
102
Plan assets (EOY)
$67K
Net assets (EOY)
$67K
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Market Index Fund Admiral Shares" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NURSES CASE MANAGEMENT, LLC DBA CAREFOR.
Plan sponsor
Name
NURSES CASE MANAGEMENT, LLC DBA CAREFOR
EIN
30-0786230
Address
7800 NORTH MOPAC EXPRESSWAY · SUITE 210 · AUSTIN, TX · 78759
Phone
(512) 338-4533
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $66K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $27K | 39.9% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares ** 734 Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $13K | 19.6% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $12K | 17.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $6K | 9.0% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $5K | 7.2% | |
| Vanguard Federal Money Market Fund ** 36 Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $3K | 5.0% |
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