Original filing (PDF)20250924150212NAL0007703649001

AMERICARE HEALTH & RETIREMENT, INC.

Name: AMERICARE HEALTH & RETIREMENT, INC. — AMERICARE HEALTH & RETIREMENT, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AMERICARE HEALTH & RETIREMENT, INC.

Form 5500

FILING_RECEIVED

AMERICARE HEALTH & RETIREMENT, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

~109 bps in Sched C fees

Active participants

272

Accounts w/ balance

350

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (16th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICARE HEALTH & RETIREMENT, INC..

Plan sponsor

Name

AMERICARE HEALTH & RETIREMENT, INC.

EIN

33-0062797

Address

140 LOMAS SANTA FE DRIVE, SUITE 103 · SOLANA BEACH, CA · 92075

Phone

(858) 792-0696

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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANTY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$21K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PREMIER PLAN CONSULTANTS INC	82-0986372	SAN DIEGO, CA	CONTRACT ADMIN	$32K	—

Investments

26 direct securities· $4.5M(92% of reported assets)

Other securities

$4.4M

23 holdings

Common Stock

$56K

2 holdings

Bonds / Notes

$14K

1 holding

					% of plan
Invesco Discovery Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$849K	17.5%
Fidelity Total Market Index Mutual Fund	Other securities	—	—	$671K	13.8%
Fidelity Freedom Index 2030 Instl Prem Mutual Fund	Other securities	—	—	$646K	13.3%
Fidelity Freedom Index 2040 Instl Prem Mutual Fund	Other securities	—	—	$417K	8.6%
Empower Annuity Insurance Company of America Fixed Account	Other securities	—	—	$268K	5.5%
Fidelity Freedom Index 2055 Instl Prem Mutual Fund	Other securities	—	—	$265K	5.5%
Fidelity Freedom Index 2045 Instl Prem Mutual Fund	Other securities	—	—	$262K	5.4%
Fidelity Freedom Index 2025 Instl Prem Mutual Fund	Other securities	—	—	$243K	5.0%
Fidelity Freedom Index 2060 Instl Prem Mutual Fund	Other securities	—	—	$199K	4.1%
Fidelity Freedom Index 2035 Instl Prem Mutual Fund	Other securities	—	—	$185K	3.8%
Fidelity Freedom Index 2020 Instl Prem Mutual Fund	Other securities	—	—	$157K	3.2%
Fidelity Freedom Index 2050 Instl Prem Mutual Fund	Other securities	—	—	$117K	2.4%
Fidelity Freedom Index 2065 Instl Prem Mutual Fund	Other securities	—	—	$58K	1.2%
American Funds American Balanced R6 Mutual Fund ** 616 American Funds Growth and Inc Port R6 Mutual Fund	Common Stock	—	—	$39K	0.8%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$17K	0.4%
Fidelity Freedom Index Inc Instl Prem Mutual Fund	Common Stock	—	—	$17K	0.4%
Participant Loans to participants, bearing interest from 3.25% to 9.50%	Bonds / Notes	—	—	$14K	0.3%
JPMorgan Growth Advantage R6 Mutual Fund	Other securities	—	—	$11K	0.2%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$8K	0.2%
Fidelity International Index Mutual Fund	Other securities	—	—	$6K	0.1%
Fidelity Advisor Total Bond I Mutual Fund	Other securities	—	—	$6K	0.1%
DFA Emerging Markets I Mutual Fund	Other securities	—	—	$4K	<0.1%
JPMorgan Mid Cap Value R6 Mutual Fund	Other securities	—	—	$3K	<0.1%
Fidelity Emerging Markets Index Mutual Fund ** 66 Fidelity Extended Market Index Mutual Fund	Other securities	—	—	$2K	<0.1%
Fidelity U.S. Bond Index Mutual Fund	Other securities	—	—	$1K	<0.1%
DFA US Targeted Value I Mutual Fund	Other securities	—	—	$1K	<0.1%