Original filing (PDF)20251015115940NAL0009099170001

Silver Lake Specialized Rehabilitation & Care Center

Name: Silver Lake Specialized Rehabilitation & Care Center — Form 5500 Plan 002 (2024)
Creator: Silver Lake Specialized Rehabilitation & Care Center
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Silver Lake Specialized Rehabilitation & Care Center 401(k) Plan

401(k) retirement plan · Silver Lake Specialized Rehabilitation & Care Center's Silver Lake Specialized Rehabilitation & Care Center 401(k) Plan held $4.7M in plan assets for 79 participants in 2024.

Signals · 2

Possibly inadequate fidelity bond32% in single holding

Active participants

Accounts w/ balance

126

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Michael Kraus signed Silver Lake Specialized Rehabilitation & Care Center's 2024 Form 5500 as plan administrator.

Michael Kraus — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Silver Lake Specialized Rehabilitation & Care Center's EIN is 35-2328193.

EIN 35-2328193

Plan number 002

Plan year 2024

ACK ID 20251015115940NAL0009099170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Silver Lake Specialized Rehabilitation & Care Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Silver Lake Specialized Rehabilitation & Care Center's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SILVER LAKE SPECIALIZED REHABILITATION & CARE CENTER.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

SILVER LAKE SPECIALIZED REHABILITATION & CARE CENTER

EIN

all filings

Address

275 CASTLETON AVENUE · STATEN ISLAND, NY · 10301

Phone

(718) 447-7800

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

BONADIO & CO. LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR	36-3297908	—	INVESTMENT ADVISORY	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP INC	06-1493970	—	OTHER SERVICES	$0	—

Investments

32 direct securities· $4.5M(96% of reported assets)

Pooled Separate Accounts

$4.2M

30 holdings

Other securities

$286K

1 holding

Bonds / Notes

$31K

1 holding

					% of plan
Vangrd LifeStrat Cns Gr Fd Inv Pooled separate account	Pooled Separate Accounts	—	—	$1.4M	30.3%
Nuveen Lifcyc In 2025 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$446K	9.4%
Nuveen Lifcyc In 2030 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$340K	7.2%
Voya Fixed Account Fully benefit-responsive investment contract	Other securities	—	—	$286K	6.0%
Nuveen Lifcyc In 2020 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$278K	5.9%
JPMorgan LgCp Grw Fnd R6 Pooled separate account	Pooled Separate Accounts	—	—	$268K	5.7%
Nuveen Lifcyc In 2035 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$195K	4.1%
Vangrd 500 Index Fund Adm Pooled separate account	Pooled Separate Accounts	—	—	$156K	3.3%
PGIM Global Total Return Fd R6 Pooled separate account	Pooled Separate Accounts	—	—	$130K	2.8%
Vangrd Small-Cap Index Fnd Adm Pooled separate account	Pooled Separate Accounts	—	—	$128K	2.7%
Vangrd Mid-Cap Index Fund Adm Pooled separate account	Pooled Separate Accounts	—	—	$108K	2.3%
Vangrd LifeStrat Md Grw Fd Inv Pooled separate account	Pooled Separate Accounts	—	—	$105K	2.2%
BlackRock Mid-Cap Grw Eq Por K Pooled separate account	Pooled Separate Accounts	—	—	$92K	1.9%
Nuveen Lifcyc In 2050 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$82K	1.7%
Nuveen Lifcyc In 2055 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$69K	1.5%
Vangrd Info Tech Indx Fd Adm Pooled separate account	Pooled Separate Accounts	—	—	$60K	1.3%
Vangrd Equity Income Fund Adm Pooled separate account	Pooled Separate Accounts	—	—	$50K	1.1%
Vangrd High-Yd Corp Fnd Inv Pooled separate account	Pooled Separate Accounts	—	—	$49K	1.0%
Vangrd LifeStrat Grw Fd Inv Pooled separate account	Pooled Separate Accounts	—	—	$45K	0.9%
Vangrd Mid-Cap Vl Indx Fnd Adm Pooled separate account	Pooled Separate Accounts	—	—	$44K	0.9%
American Funds Nw Prspctv R6 Pooled separate account	Pooled Separate Accounts	—	—	$38K	0.8%
Nuveen Lifcyc In 2060 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$34K	0.7%
NOTES RECEIVABLE FROM PARTICIPANTS Participant loan bearing interest at 5%, maturing in 2029	Bonds / Notes	—	—	$31K	0.7%
Nuveen Lifcyc In 2040 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$13K	0.3%
Nuveen Lifcyc In 2065 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$12K	0.3%
John Hanck Bond Fund R6 Pooled separate account	Pooled Separate Accounts	—	—	$12K	0.2%
DFA Real Estate Secs Port Ins Pooled separate account	Pooled Separate Accounts	—	—	$10K	0.2%
Nuveen Lifcyc In 2045 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$9K	0.2%
Voya Gv Mny Mkt F A (Hld Acct) Pooled separate account	Pooled Separate Accounts	—	—	$9K	0.2%
Vangrd Balanced Index Fnd Adm Pooled separate account	Pooled Separate Accounts	—	—	$5K	0.1%
Nuveen Lifcyc In 2015 F R6 Pooled separate account	Pooled Separate Accounts	—	—	$4K	<0.1%
Vangrd Tot Int Stk In F Adm Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%