How big is MJ Care, Inc.'s plan?

MJ Care, Inc.'s plan reported $8.7M in assets and 383 participants for 2024.

Original filing (PDF)20250912082629NAL0001734880001

MJ Care, Inc.

Name: MJ Care, Inc. — MJ Care, Inc. 401(k) Plan, Form 5500 (2024)
Creator: MJ Care, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MJ Care, Inc. 401(k) Plan

401(k) retirement plan · MJ Care, Inc.'s MJ Care, Inc. 401(k) Plan held $8.7M in plan assets for 383 participants in 2024, with Fidelity as recordkeeper.

Active participants

383

Accounts w/ balance

146

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Rachael Wolfe signed MJ Care, Inc.'s 2024 Form 5500 as plan administrator.

Rachael Wolfe — 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

MJ Care, Inc.'s EIN is 39-1644180.

EIN 39-1644180

Plan number 002

Plan year 2024

ACK ID 20250912082629NAL0001734880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MJ Care, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MJ Care, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

Below-peer total plan cost (87th percentile).
High average account balance (88th percentile).

Plan sponsor

Name

MJ CARE, INC.

EIN

all filings

Address

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

Phone

(414) 329-2500

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

2025-09-12

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

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)

Mutual Funds

$7.4M

20 holdings

Common Collective Trusts

$617K

5 holdings

Other securities

$571K

6 holdings

Common Stocks

$55K

2 holdings

Bonds / Notes

$34K

1 holding

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