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Original filing (PDF)20251105050449NAL0007433859001
ALLCARE MEDICAL MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
ALLCARE MEDICAL MANAGEMENT, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
217
Accounts w/ balance
170
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIDELITY FREEDOM BLEND 2030 K6" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLCARE MEDICAL MANAGEMENT, INC..
Plan sponsor
Name
ALLCARE MEDICAL MANAGEMENT, INC.
EIN
41-2182306
Address
164 W. HOSPITALITY LANE, #1A · SAN BERNADINO, CA · 92408
Phone
(909) 723-1074
Industry
Admin Support & Waste Mgmtsee 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
2025-11-05
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SOREN MCADAM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVEST HOLDING LLC | — | COLUMBUS, OH | RECORDKEEPER | $12K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
Investments
22 direct securities · 4 pooled funds· $7.4M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$6.9M
22 holdings
Common Collective Trust
$463K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM BLEND 2030 K6 | Registered Investment Companies | — | — | $2.0M | 26.9% | |
| FIDELITY FREEDOM BLEND 2040 K6 | Registered Investment Companies | — | — | $1.5M | 19.9% | |
| FIDELITY FREEDOM BLEND 2025 K6 | Registered Investment Companies | — | — | $941K | 12.4% | |
| FIDELITY FREEDOM BLEND 2035 K6 | Registered Investment Companies | — | — | $639K | 8.5% | |
| FIDELITY FREEDOM BLEND 2050 K6 | Registered Investment Companies | — | — | $438K | 5.8% | |
| FIDELITY FREEDOM BLEND 2020 K6 | Registered Investment Companies | — | — | $313K | 4.1% | |
| FIDELITY FREEDOM BLEND INC K6 | Registered Investment Companies | — | — | $312K | 4.1% | |
| GOLDMAN SACHS SV COL TR IS 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $300K | 4.0% | |
| FIDELITY FREEDOM BLEND 2045 K6 | Registered Investment Companies | — | — | $279K | 3.7% | |
| LARGE CAP GR II - R1 WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $131K | 1.7% | |
| UNDISC MGRS BEHAVIORAL VAL R6 37 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $128K | 1.7% | |
| FIDELITY FREEDOM BLEND 2060 K6 | Registered Investment Companies | — | — | $118K | 1.6% | |
| FIDELITY FREEDOM BLEND 2055 K6 | Registered Investment Companies | — | — | $70K | 0.9% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $44K | 0.6% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $32K | 0.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $29K | 0.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $22K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $10K | 0.1% | |
| PGIM SHORT TERM CORP BOND R6 18 REGISTERED INVESTMENT COMPANY JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $9K | 0.1% | |
| VICTORY PIONEER BOND R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| FIDELITY FREEDOM BLEND 2065 K6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| VANGUARD TOT INTL STK IND ADM 35 REGISTERED INVESTMENT COMPANY VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| GOLDMAN SACHS STABLE VALUE CIT INV GOLDMAN SACHS STABLE VALUE · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |