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Original filing (PDF)20251015202812NAL0002971907001
TRINITY CARE PROVIDERS
Form 5500
FILING_RECEIVED
TRINITY CARE PROVIDERS 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No auditor on file27% in single holding
Active participants
331
Accounts w/ balance
208
Plan assets (EOY)
$14K
Net assets (EOY)
$14K
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
76
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
87
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "AMERCENT ONE CHOICE 2040 R" is 27% of plan.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY CARE PROVIDERS.
Plan sponsor
Name
TRINITY CARE PROVIDERS
EIN
45-3536478
Address
925 N PLUM GROVE RD · STE C · SCHAUMBURG, IL · 60173
Phone
(630) 717-5195
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYLIFE SECURITIES LLC | 27-0145686 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
Investments
16 direct securities · 1 pooled fund· $14K(100% 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.
Uncategorized
$14K
16 holdings
Common Collective Trust
$66
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2040 R | — | — | — | $4K | 26.8% | |
| AMERCENT ONE CHOICE 2050 R | — | — | — | $2K | 12.8% | |
| AMERCENT ONE CHOICE 2060 R | — | — | — | $2K | 11.9% | |
| AMERCENT ONE CHOICE 2045 R | — | — | — | $2K | 11.0% | |
| AMERCENT ONE CHOICE 2030 R | — | — | — | $1K | 10.5% | |
| AMERCENT ONE CHOICE 2025 R | — | — | — | $926 | 6.8% | |
| AMERCENT ONE CHOICE 2055 R | — | — | — | $872 | 6.4% | |
| AMERCENT ONE CHOICE 2035 R | — | — | — | $807 | 5.9% | |
| AMERCENT ONE CHOICE RETIRE R | — | — | — | $536 | 3.9% | |
| FIDELITY ADVISOR SM CAP VAL M | — | — | — | $91 | 0.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $66 | 0.5% | |
| JPMORGAN US EQUITY - R2 | — | — | — | $65 | 0.5% | |
| NATIONWIDE S&P 500 INDEX - R | — | — | — | $65 | 0.5% | |
| INVESCO CORE BOND R | — | — | — | $65 | 0.5% | |
| PIONEER FUNDAMENTAL GROWTH R | — | — | — | $64 | 0.5% | |
| GS EMG MKTS EQTY INSIGHTS R | — | — | — | $64 | 0.5% | |
| JANUS HEND TRITON R | — | — | — | $63 | 0.5% |
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