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Original filing (PDF)20251015094748NAL0005856016001
CHENMED, LLC
Form 5500
FILING_RECEIVED
CHENMED, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,572
Accounts w/ balance
5,313
Plan assets (EOY)
$217.8M
Net assets (EOY)
$217.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 172% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHENMED, LLC.
Plan sponsor
Name
CHENMED, LLC
EIN
46-3929096
Address
1395 NW 167TH ST · MIAMI GARDENS, FL · 331695373
Phone
(888) 694-8709
Industry
Offices of Physicians· 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
2025-10-15
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $592K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALSTON & BIRD LLP | 58-0137615 | — | LEGAL | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INV ADV, PARTICIPANTS | $0 | — |
| CROWE LLP | 35-0921680 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
31 direct securities · 1 pooled fund· $219.2M(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
$217.8M
31 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2070 Inv Fund | — | — | $0 | $32.5M | 14.9% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | $0 | $30.2M | 13.9% | |
| Vanguard Tgt Rmt 2065 Inv Fund | — | — | $0 | $26.0M | 11.9% | |
| Victory Sycamore Est Val R6 Fd | — | — | $0 | $23.5M | 10.8% | |
| Vanguard Tgt Rmt 2060 Inv Fund | — | — | $0 | $21.3M | 9.8% | |
| Prin Real Estate Secs Inst Fd | — | — | $0 | $17.1M | 7.8% | |
| Vanguard Tgt Rmt 2055 Inv Fund | — | — | $0 | $14.9M | 6.9% | |
| Vanguard Tgt Rmt 2040 Inv Fund | — | — | $0 | $9.0M | 4.1% | |
| Participant Loans | — | — | $0 | $7.0M | 3.2% | |
| Vanguard Tgt Rmt 2035 Inv Fund | — | — | $0 | $6.2M | 2.9% | |
| Vanguard Tgt Rmt 2030 Inv Fund | — | — | $0 | $3.3M | 1.5% | |
| Vanguard Tgt Rmt 2045 Inv Fund | — | — | $0 | $3.0M | 1.4% | |
| Vanguard Tgt Rmt 2025 Inv Fund | — | — | $0 | $2.8M | 1.3% | |
| Franklin Small Cap Value R6 Fd | — | — | $0 | $2.4M | 1.1% | |
| MFS Intl Intrinsic Value R6 Fd | — | — | $0 | $2.0M | 0.9% | |
| Fidelity 500 Index Fund | — | — | $0 | $1.8M | 0.8% | |
| JP Morgan Equity Income R6 Fd | — | — | $0 | $1.8M | 0.8% | |
| Franklin Small Cap Grth R6 Fd | — | — | $0 | $1.7M | 0.8% | |
| JP MORGAN LARGE CAP GR R6 FD | — | — | $0 | $1.7M | 0.8% | |
| Vanguard Tgt Rmt 2020 Inv Fund | — | — | $0 | $1.4M | 0.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| Vanguard Tgt Rmt 2050 Inv Fund | — | — | $0 | $1.3M | 0.6% | |
| BlackRock HY Portfolio K Fund | — | — | $0 | $942K | 0.4% | |
| Dodge & Cox Income I Fund | — | — | $0 | $891K | 0.4% | |
| Fidelity Sm Cap Index Fund | — | — | $0 | $825K | 0.4% | |
| Vanguard Tgt Rmt Inc Inv Fund | — | — | $0 | $811K | 0.4% | |
| American Funds NewWorld R6 | — | — | $0 | $727K | 0.3% | |
| Am Funds New Economy R6 Fund | — | — | $0 | $705K | 0.3% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd | — | — | $0 | $600K | 0.3% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $547K | 0.3% | |
| Principal Stable Value Z Fund | — | — | $0 | $457K | 0.2% | |
| Fidelity International Idx Fd | — | — | $0 | $263K | 0.1% |
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