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Original filing (PDF)20251007091921NAL0002338563002
RAINBOW HOSPICE CARE, INC.
Form 5500
FILING_RECEIVED
RAINBOW HOSPICE CARE 401(K) PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
129
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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 (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 RAINBOW HOSPICE CARE, INC..
Plan sponsor
Name
RAINBOW HOSPICE CARE, INC.
EIN
39-1628298
Address
147 W. ROCKWELL STREET · JEFFERSON, WI · 53549
Phone
(920) 674-6255
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
2025-10-07
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 84-0467907 | — | INVESTMENT ADVISOR | $9K | — |
| KLAAS FINANCIAL ASSETS ADVISORS LLC | 84-0467907 | — | INVESTMENT ADVISOR | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS CO., INC. | 39-1894140 | — | TPA | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | — | INVESTMENT MGMT | $3K | — |
Investments
26 direct securities· $6.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $1.1M | 16.8% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $911K | 14.5% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $684K | 10.9% | |
| American Funds 2035 Trgt Date Retire R6 | — | — | — | $605K | 9.7% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $529K | 8.4% | |
| Fidelity Advisor Growth Opps Z | — | — | — | $503K | 8.0% | |
| American Funds New Perspective R6 | — | — | — | $333K | 5.3% | |
| JPMorgan Equity Income R6 | — | — | — | $324K | 5.2% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | — | $278K | 4.4% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $256K | 4.1% | |
| American Funds American Balance R6 | — | — | — | $171K | 2.7% | |
| iShares MSCI EAFE International Index K | — | — | — | $149K | 2.4% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | — | $106K | 1.7% | |
| PGIM Total Return Bond R6 | — | — | — | $100K | 1.6% | |
| iShares S&P 500 Index K | — | — | — | $74K | 1.2% | |
| Fidelity Emerging Markets Index | — | — | — | $65K | 1.0% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $48K | 0.8% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | — | — | — | $22K | 0.4% | |
| iShares Russell 2000 Small-Cap Index K | — | — | — | $14K | 0.2% | |
| iShares Russell Mid-Cap Index K | — | — | — | $10K | 0.2% | |
| T. Rowe Price Diversified Mid Cap Gr I | — | — | — | $7K | 0.1% | |
| Janus Henderson Triton N | — | — | — | $5K | <0.1% | |
| AB Bond Inflation Strategy Z | — | — | — | $5K | <0.1% | |
| American Century Real Estate R6 | — | — | — | $5K | <0.1% | |
| American Century Mid Cap Value R6 | — | — | — | $5K | <0.1% | |
| Janus Henderson Small Cap Value N | — | — | — | $1K | <0.1% |