Back to filter
Original filing (PDF)20251124112322NAL0002862960001
HDC CARE SOLUTIONS LLC
Form 5500
FILING_RECEIVED
HDC CARE SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 0.3 mo92% in single holding
Active participants
172
Accounts w/ balance
182
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
99
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- Top holding "Other" is 92% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HDC CARE SOLUTIONS LLC.
Plan sponsor
Name
HDC CARE SOLUTIONS LLC
EIN
45-4748124
Address
100 CROSSING BLVD STE 300 · FRAMINGHAM, MA · 017025555
Phone
(857) 255-0494
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
2025-11-24
Pension benefit codes
2A · Age/service weighted or new comparability
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | ADVISOR | $16K | — |
Investments
3 direct securities · 1 pooled fund· $760K(7% 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.
Common Collective Trust
$380K
1 holding
OTHER
$348K
1 holding
Uncategorized
$32K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $380K | 3.3% | |
| Other | OTHER | — | $348K | $348K | 3.0% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | $16K | $16K | 0.1% | |
| Value of funds held in insurance company general account (unallocated contracts) | — | — | $16K | $16K | 0.1% |
Related plans
Other plans using PAYCHEX, INC.
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY
BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND
$6.6B · 14,943 participants
BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND
LINE CONSTRUCTION BENEFIT FUND
$1.9B · 65,981 participants
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
$1.2B · 2,817 participants
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND
I. A. T. S. E. NATIONAL PENSION FUND
$673.2M · 15,401 participants
SHEET METAL WORKERS PENSION FUND OF LOCAL UNION
SHEET METAL WORKERS PENSION FUND OF LOCAL UNION NO. 19
$519.2M · 1,833 participants
Similar-size Health Care & Social Assistance plans
VANTAGE PHYSICAL THERAPY & REHABILATATION, INC.
VANTAGE 401(K) PLAN
$11.5M · 72 participants
CHILDRENS ORTHOPAEDIC SURGERY FOUNDATION, INC.
CHILDRENS ORTHOPAEDIC SURGERY FOUNDATION, INC. 403(B) PLAN
$11.4M · 46 participants
PARKS DERMATOLOGY CENTER, LLC
PARKS DERMATOLOGY, INC. 401(K) PROFIT SHARING PLAN
$11.4M · 86 participants
GLENWOOD INC
GLENWOOD INC. 403(B) PLAN
$11.4M · 468 participants
CARDIOVASCULAR GROUP, LLC
CVG PHYSICIANS GROUP, LLC CASH BALANCE PLAN
$11.4M · 43 participants
TRANSITIONAL SERVICES FOR NEW YORK, INC
TRANSITIONAL SERVICES FOR NEW YORK, INC. DEFINED BENEFIT PLAN
$11.5M · 218 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B