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Original filing (PDF)20251014184259NAL0001767363001
CAMELOT COMMUNITY CARE, INC.
Form 5500
FILING_RECEIVED
CAMELOT COMMUNITY CARE, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~104 bps in Sched C fees
Active participants
1,069
Accounts w/ balance
1,183
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
42 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
- 104 bps in Schedule C fees — 259% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMELOT COMMUNITY CARE, INC..
Plan sponsor
Name
CAMELOT COMMUNITY CARE, INC.
EIN
31-1659302
Address
15500 ROOSEVELT BLVD., SUITE 204 · CLEARWATER, FL · 33760
Phone
(727) 593-0003
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
2025-10-14
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
RIVERO, GORDIMER & COMPANY, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | GREENWOOD, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R.J.L. PENSION SERVICES, INC. | 59-3033722 | — | TPA | $47K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | — | NONE | $50K | — |
Investments
42 direct securities · 1 pooled fund· $20.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$10.8M
42 holdings
Pooled Separate Account
$10.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TALCOTT RESOLUTION LIFE INSURANCE C SEPARATE ACCOUNT 401 · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $10.0M | 93.4% | |
| JPMorgan SmartRetirement 2030 R6 Mutual Fund - | — | — | — | $1.3M | 11.9% | |
| JPMorgan SmartRetirement 2060 R6 Mutual Fund - | — | — | — | $849K | 7.9% | |
| JPMorgan SmartRetirement 2055 R6 Mutual Fund - | — | — | — | $721K | 6.7% | |
| JPMorgan SmartRetirement 2040 R6 Mutual Fund - | — | — | — | $708K | 6.6% | |
| JPMorgan SmartRetirement 2035 R6 Mutual Fund - | — | — | — | $705K | 6.6% | |
| JPMorgan SmartRetirement 2050 R6 Mutual Fund - | — | — | — | $702K | 6.5% | |
| JPMorgan SmartRetirement 2045 R6 Mutual Fund - | — | — | — | $620K | 5.8% | |
| JPMorgan SmartRetirement 2025 R6 Mutual Fund - | — | — | — | $573K | 5.3% | |
| Interest Identity of Issue, Borrower, Lessor, or Similar Party Par, or Maturity Value Cost Current Value * General Account (at contract value) General Account - | — | — | — | $539K | 5.0% | |
| Vanguard 500 Index Admiral Mutual Fund - | — | — | — | $464K | 4.3% | |
| iShares US Aggregate Bond Index K Mutual Fund - | — | — | — | $316K | 2.9% | |
| Alger Capital Appreciation INSTL Y Mutual Fund - | — | — | — | $294K | 2.7% | |
| iShares Russell Mid-Cap Index K Mutual Fund - | — | — | — | $293K | 2.7% | |
| JPMorgan SmartRetirement 2020 R6 Mutual Fund - | — | — | — | $226K | 2.1% | |
| Fidelity Advisor Diversified Stock Z Mutual Fund - | — | — | — | $220K | 2.1% | |
| iShares MSCI EAFE INTL IDX K Mutual Fund - | — | — | — | $208K | 1.9% | |
| American Funds Capital World GR&INC R6 Mutual Fund - | — | — | — | $198K | 1.8% | |
| JPMorgan Large Cap Growth R6 Mutual Fund - | — | — | — | $196K | 1.8% | |
| * Participant loans 4.75% - 10.00% - | — | — | — | $171K | 1.6% | |
| MFS Value R6 Mutual Fund - | — | — | — | $158K | 1.5% | |
| MFS Government Securities R6 Mutual Fund - | — | — | — | $152K | 1.4% | |
| Fidelity Advisor Total Bond Z Mutual Fund - | — | — | — | $136K | 1.3% | |
| MFS Growth R6 Mutual Fund - | — | — | — | $134K | 1.2% | |
| American Funds EuroPacific Growth R6 Mutual Fund - | — | — | — | $115K | 1.1% | |
| Goldman Sachs High Yield R6 Mutual Fund - | — | — | — | $105K | 1.0% | |
| Invesco International Bond R6 Mutual Fund - | — | — | — | $99K | 0.9% | |
| Virtus NFJ Dividend Value R6 Mutual Fund - | — | — | — | $91K | 0.8% | |
| American Funds Capital Income BLDR R6 Mutual Fund - | — | — | — | $79K | 0.7% | |
| JPMorgan SmartRetirement Income R6 Mutual Fund - | — | — | — | $70K | 0.6% | |
| Invesco International Diversified R6 Mutual Fund - | — | — | — | $63K | 0.6% | |
| American Funds American Balanced R6 Mutual Fund - | — | — | — | $61K | 0.6% | |
| Goldman Sachs Small Cap Value R6 Mutual Fund - | — | — | — | $47K | 0.4% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund - | — | — | — | $35K | 0.3% | |
| AB Discovery Value Z Mutual Fund - | — | — | — | $35K | 0.3% | |
| MFS Mid Cap Value R6 Mutual Fund - | — | — | — | $25K | 0.2% | |
| Invesco Small Cap Growth R6 Mutual Fund - | — | — | — | $23K | 0.2% | |
| Franklin Mutual Global Discovery R6 Mutual Fund - | — | — | — | $14K | 0.1% | |
| DFA US Large Cap Value I Mutual Fund - | — | — | — | $8K | <0.1% | |
| Invesco Intermediate Bond Factor R6 Mutual Fund - | — | — | — | $5K | <0.1% | |
| Templeton Foreign R6 Mutual Fund - | — | — | — | $4K | <0.1% | |
| DFA US Large Cap Growth Instl Mutual Fund - | — | — | — | $4K | <0.1% | |
| PGIM High Yield R6 Mutual Fund - | — | — | — | $2K | <0.1% |