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Original filing (PDF)20240308122514NAL0015562211001
CASE HEALTHCARE SOLUTIONS INC.
Form 5500
FILING_RECEIVED
CASE HCS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 5.0 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
20 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 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
80
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 5.0 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASE HEALTHCARE SOLUTIONS INC..
Plan sponsor
Name
CASE HEALTHCARE SOLUTIONS INC.
DBA
CASE-HCS
EIN
46-4278750
Address
12110 SUNSET HILLS RD · SUITE 600 · RESTON, VA · 20190
Phone
(240) 521-5333
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-11-23
Filed
2024-03-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DCG ASSURANCE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $92K | — |
| KESTRA ADVISORY SERVICES. | 35-2552359 | — | NONE | $19K | — |
Investments
20 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FLEXPATH INDEX+ AGGRESSIVE 2025 I1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE I WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ AGGRESSIVE 2035 I1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | $0 | — |
| BLACKROCK EAFE EQUITY INDEX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ MODERATE 2025 I1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | $0 | — |
| BLACKROCK EQUITY INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 101 | Common Collective Trust | $0 | — |
| LARGE CAP VALUE I1 WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | — |
| LARGE CAP GROWTH I1 WILMINGTON TRUST · EIN 82-4435820 / PN 375 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ MODERATE 2035 I1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ CONSERVATIVE 2025 I WILMINGTON TRUST · EIN 47-2961375 / PN 230 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ MODERATE RETIRE I1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | $0 | — |
| BLACKROCK U.S. DEBT INDEX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ MODERATE 2055 I1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ AGGRESSIVE 2055 I1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | $0 | — |
| WTRISC CIT III FOR METLIFE GAC 2555 METLIFE (WILMINGTON TRUST) · EIN 26-0142858 / PN 094 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ MODERATE 2045 I1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ AGGRESSIVE 2045 I1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ CONSERVATIVE 2035 I WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ CONSERVATIVE 2055 I WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | $0 | — |
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