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Original filing (PDF)20250911125838NAL0000786944001
NEW VISION HOME CARE SERVICES, LLC
Form 5500
FILING_RECEIVED
NEW VISION HOME CARE SERVICES, LLC RETIREMENT PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
~1608 bps in Sched C fees
Active participants
61
Accounts w/ balance
61
Plan assets (EOY)
$82K
Net assets (EOY)
$61K
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 1608 bps in Schedule C fees — 918% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW VISION HOME CARE SERVICES, LLC.
Plan sponsor
Name
NEW VISION HOME CARE SERVICES, LLC
EIN
45-2460065
Address
37 SAW MILL RIVER ROAD, SUITE 200 · HAWTHORNE, NY · 10532
Phone
(914) 449-8021
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
2025-09-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRONICK KALADA BERDY & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN PENSION CONSULTING, INC. | — | NEW YORK, NY | NONE | $12K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | — | COLUMBUS, OH | NONE | $1K | — |
| IRON FINANCIAL FLEX ADV FOUNDATIONS | — | NORTHBROOK, IL | NONE | $50 | — |
| QUINT CAPITAL CORPORATION | — | NEW YORK, NY | NONE | $0 | — |
| CORNERSTONE INVESTMENTS | — | NEW YORK, NY | NONE | $0 | — |
Investments
10 direct securities· $82K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Fund Nationwide Life Insurance Co. | — | — | — | $14K | 17.5% | |
| Nuveen Lifecycle Index 2050 Fund Nationwide Life Insurance Co. | — | — | — | $11K | 13.4% | |
| Nuveen Lifecycle Index 2030 Fund Nationwide Life Insurance Co. | — | — | — | $11K | 12.8% | |
| Nuveen Lifecycle Index 2055 Fund Nationwide Life Insurance Co. | — | — | — | $10K | 12.6% | |
| Nuveen Lifecycle Index 2040 Fund Nationwide Life Insurance Co. | — | — | — | $9K | 11.0% | |
| Nuveen Lifecycle Index 2045 Fund Nationwide Life Insurance Co. | — | — | — | $9K | 10.5% | |
| Nuveen Lifecycle Index 2025 Fund Nationwide Life Insurance Co. | — | — | — | $8K | 10.3% | |
| Nuveen Lifecycle Index 2020 Fund Nationwide Life Insurance Co. | — | — | — | $4K | 4.5% | |
| Nuveen Lifecycle Index 2060 Fund Nationwide Life Insurance Co. | — | — | — | $4K | 4.3% | |
| Nuveen Lifecycle Index 2015 Fund Nationwide Life Insurance Co. | — | — | — | $3K | 3.1% |