Original filing (PDF)20250912082629NAL0001734880001

MJ CARE, INC.

Name: MJ CARE, INC. — MJ CARE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: MJ CARE, INC.

Form 5500

FILING_RECEIVED

MJ CARE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

383

Accounts w/ balance

146

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Knocking points off

Only 38% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Below-peer total fees (6 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MJ CARE, INC..

Plan sponsor

Name

MJ CARE, INC.

EIN

39-1644180

Address

2725 S MOORLAND RD, SUITE 301 · NEW BERLIN, WI · 53151

Phone

(414) 329-2500

Industry

Health Care & Social Assistancesee all

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

2025-09-12

Pension benefit codes

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)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Investments

34 direct securities· $8.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom 2030 Fund Mutual Fund	—	—	—	$1.3M	14.4%
Fidelity Freedom 2035 Fund Mutual Fund	—	—	—	$981K	11.2%
Fidelity Freedom 2025 Fund Mutual Fund	—	—	—	$976K	11.2%
Fidelity Freedom 2045 Fund Mutual Fund	—	—	—	$813K	9.3%
Fidelity Freedom 2040 Fund Mutual Fund	—	—	—	$753K	8.6%
Fidelity Contra Fund Mutual Fund	—	—	—	$736K	8.4%
Fidelity Freedom 2050 Fund Mutual Fund	—	—	—	$483K	5.5%
Fidelity Freedom 2055 Fund Mutual Fund	—	—	—	$384K	4.4%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$379K	4.3%
Fidelity Retirement Money Market Portfolio Money Market Fund	—	—	—	$267K	3.1%
CRLN E Mid Cap Gr A Mutual Fund	—	—	—	$195K	2.2%
Fidelity Fund Mutual Fund	—	—	—	$171K	2.0%
Baron Small Cap Fund Mutual Fund	—	—	—	$148K	1.7%
Fidelity Extend Market Index Fund Mutual Fund	—	—	—	$144K	1.7%
Fidelity International Discovery Fund Mutual Fund	—	—	—	$107K	1.2%
PUTN LG Cap Val A Mutual Fund	—	—	—	$107K	1.2%
Fidelity Freedom 2060 Fund Mutual Fund	—	—	—	$105K	1.2%
MFS Mid Cap Value R4 Mutual Fund	—	—	—	$103K	1.2%
Fidelity Freedom 2020 Fund Mutual Fund	—	—	—	$83K	1.0%
Fidelity Puritan Fund Mutual Fund	—	—	—	$78K	0.9%
Fidelity Total Bond Mutual Fund	—	—	—	$69K	0.8%
Fidelity US Bond Index Fund Mutual Fund	—	—	—	$59K	0.7%
Mainstay Large Cap Gr R1 Mutual Fund	—	—	—	$53K	0.6%
EV Inc. Fund Boston I Mutual Fund	—	—	—	$46K	0.5%
COL SM Cap Val II I Mutual Fund	—	—	—	$45K	0.5%
Fidelity Low Priced Stock Fund Mutual Fund	—	—	—	$43K	0.5%
Participants Participant Loans Rates from 4.25% to 9.25% -	—	—	—	$34K	0.4%
Fidelity International Index Fund Mutual Fund	—	—	—	$31K	0.4%
Fidelity Freedom 2065 Fund Mutual Fund	—	—	—	$28K	0.3%
PIM Rae Emerging Markets A Mutual Fund	—	—	—	$25K	0.3%
Cohen & Steers Realty Shares, Inc. Mutual Fund	—	—	—	$9K	0.1%
Fidelity Freedom Income Fund Mutual Fund	—	—	—	$5K	<0.1%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	—	—	—	$4K	<0.1%
Fidelity Freedom 2010 Fund Mutual Fund	—	—	—	$3K	<0.1%