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Original filing (PDF)20251014100931NAL0002484769001
CONTINUING HEALTH CARE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CONTINUING HEALTH CARE SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
1,013
Accounts w/ balance
201
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.1M
How this plan invests
This plan
25 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
83
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "T. Rowe Price Retirement 2030 R Mutual Fund" is 34% of plan.
- Only 20% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTINUING HEALTH CARE SOLUTIONS, INC..
Plan sponsor
Name
CONTINUING HEALTH CARE SOLUTIONS, INC.
EIN
45-3307377
Address
2875 CENTER RD. · SUITE 6 · BRUNSWICK, OH · 44212
Phone
(216) 772-1105
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS INC | — | COPLEY, OH | CONTRACT ADMIN | $6K | — |
Investments
25 direct securities· $7.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 R Mutual Fund | — | — | — | $2.4M | 33.5% | |
| T. Rowe Price Retirement 2040 R Mutual Fund | — | — | — | $929K | 12.9% | |
| American Funds American Mutual R3 Mutual Fund | — | — | — | $551K | 7.7% | |
| T. Rowe Price Retirement 2050 R Mutual Fund | — | — | — | $488K | 6.8% | |
| iShares S&P 500 Index A Mutual Fund | — | — | — | $407K | 5.7% | |
| T. Rowe Price Retirement 2020 R Mutual Fund | — | — | — | $402K | 5.6% | |
| MFS Growth R3 Mutual Fund | — | — | — | $338K | 4.7% | |
| iShares Russell Mid-Cap Index A Mutual Fund | — | — | — | $301K | 4.2% | |
| iShares Russell 2000 Small-Cap Index A Mutual Fund | — | — | — | $299K | 4.2% | |
| JPMorgan US Equity R2 Mutual Fund | — | — | — | $284K | 4.0% | |
| Franklin Small Cap Value R Mutual Fund | — | — | — | $133K | 1.8% | |
| Sterling Capital Total Return Bond Cl A Mutual Fund | — | — | — | $128K | 1.8% | |
| Empower Key Guaranteed Portfolio Fund Guaranteed interest investment | — | — | — | $115K | 1.6% | |
| iShares MCSI EAFE International Index A Mutual Fund | — | — | — | $90K | 1.3% | |
| American Funds Europacific Growth R3 Mutual Fund | — | — | — | $90K | 1.3% | |
| Participant loans Interest rates of 3.25% - 8.50% $ - | — | — | — | $43K | 0.6% | |
| Invesco Developing Markets A Mutual Fund | — | — | — | $42K | 0.6% | |
| Principal Global Real Estate Sec A Mutual Fund | — | — | — | $37K | 0.5% | |
| T. Rowe Price Retirement 2060 R Mutual Fund | — | — | — | $30K | 0.4% | |
| American Century Infl Adj Bond A Mutual Fund | — | — | — | $29K | 0.4% | |
| T. Rowe Price Retirement 2010 R Mutual Fund | — | — | — | $14K | 0.2% | |
| iShares U.S. Aggregate Bond Index A Mutual Fund | — | — | — | $7K | 0.1% | |
| T. Rowe Price Balanced R Mutual Fund | — | — | — | $7K | 0.1% | |
| PGIM High-Yield R Mutual Fund | — | — | — | $5K | <0.1% | |
| Blackrock Strategic Global Bond Inv A Mutual Fund | — | — | — | $5K | <0.1% |
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