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Original filing (PDF)20251015061511NAL0005494400001
COMPREHENSIVE CARE SERVICES, INC.
Form 5500
FILING_RECEIVED
COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
828
Accounts w/ balance
723
Plan assets (EOY)
$83.5M
Net assets (EOY)
$83.5M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPREHENSIVE CARE SERVICES, INC..
Plan sponsor
Name
COMPREHENSIVE CARE SERVICES, INC.
EIN
32-0078468
Address
45211 HELM STREET · PLYMOUTH, MI · 48170
Phone
(734) 525-9712
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT, MILLMAN & JOHNSON, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $52K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $22K | — |
Investments
38 direct securities · 1 pooled fund· $83.3M(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
$82.5M
38 holdings
Common Collective Trust
$710K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date | — | 409,830 | — | $8.7M | 10.4% | |
| American Funds 2030 Target Date | — | 486,278 | — | $8.4M | 10.1% | |
| Vanguard 500 Index | — | 13,600 | — | $7.4M | 8.8% | |
| American Funds 2035 Target Date | — | 377,714 | — | $7.2M | 8.6% | |
| American Funds 2040 Target Date | — | 313,897 | — | $6.5M | 7.7% | |
| American Funds 2025 Target Date | — | 408,237 | — | $6.2M | 7.4% | |
| American Funds 2055 Target Date | — | 229,438 | — | $6.1M | 7.3% | |
| American Funds 2050 Target Date | — | 288,517 | — | $6.0M | 7.2% | |
| T. Rowe Price Growth Stock | — | 33,001 | — | $3.5M | 4.2% | |
| American Funds 2020 Target Date | — | 217,078 | — | $2.9M | 3.5% | |
| American Funds 2060 Target Date | — | 158,713 | — | $2.8M | 3.4% | |
| Self-Directed Brokerage Accounts (Invest) | — | 2,761,217 | — | $2.8M | 3.3% | |
| JP Morgan Equity Income | — | 59,430 | — | $1.4M | 1.7% | |
| Participant Loans | — | — | — | $1.2M | 1.5% | |
| JP Morgan Mid Cap Growth | — | 20,484 | — | $1.1M | 1.3% | |
| American Funds 2015 Target Date | — | 81,117 | — | $994K | 1.2% | |
| Vanguard Total International IX | — | 29,116 | — | $923K | 1.1% | |
| American Century Small Cap Value | — | 82,030 | — | $866K | 1.0% | |
| American Funds 2065 Target Date | — | 47,251 | — | $826K | 1.0% | |
| Vanguard Mid Cap Index | — | 2,436 | — | $796K | 1.0% | |
| AllSpring Special Mid Cap Value | — | 16,534 | — | $790K | 0.9% | |
| T ROWE PRICE STABLE VALUE FUND A T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | 710,698 | — | $710K | 0.9% | |
| Vanguard Small Cap Index | — | 5,845 | — | $673K | 0.8% | |
| Vanguard Total Bond Market IX | — | 66,470 | — | $630K | 0.8% | |
| JP Morgan Emerging Markets | — | 17,493 | — | $529K | 0.6% | |
| American Century Small Cap GR R6 | — | 22,654 | — | $522K | 0.6% | |
| MFS International Growth R6 | — | 10,402 | — | $431K | 0.5% | |
| Vanguard International Value | — | 11,402 | — | $428K | 0.5% | |
| MFS Value | — | 8,671 | — | $420K | 0.5% | |
| AllSpring Core Bond | — | 35,254 | — | $384K | 0.5% | |
| Vanguard Inflation Protected | — | 13,817 | — | $311K | 0.4% | |
| PGIM High Yield | — | 46,954 | — | $224K | 0.3% | |
| Alliance Bernstein Global Bond | — | 22,139 | — | $152K | 0.2% | |
| Vanguard ST Investment Grade Bond | — | 14,082 | — | $145K | 0.2% | |
| MFS Total Return Fund | — | 7,346 | — | $139K | 0.2% | |
| PIMCO Commodity Real Return | — | 9,088 | — | $120K | 0.1% | |
| PGI CIT US Real Estate Secs Tier 1 | — | 554 | — | $84K | 0.1% | |
| American Funds 2010 Target Date | — | 1,046 | — | $12K | <0.1% | |
| American Funds 2070 Target Date | — | 36 | — | $393 | <0.1% |
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