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Original filing (PDF)20251015142214NAL0010048162001
CARE ALL LLC
Form 5500
FILING_RECEIVED
CARE ALL LLC 401(K)
401(k) retirement plan
Signals · 2
86% in single holding~107 bps in Sched C fees
Active participants
36
Accounts w/ balance
60
Plan assets (EOY)
$371K
Net assets (EOY)
$371K
How this plan invests
This plan
1 pooled trust
Schedule D
9 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "JPM SMARTRET 2030 - R2" is 86% of plan.
Helping the score
- Below-peer total fees (107 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARE ALL LLC.
Plan sponsor
Name
CARE ALL LLC
EIN
46-4459833
Address
1105 NEW BRITAIN AVE · WEST HARTFORD, CT · 06110
Phone
(860) 478-3045
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
2025-10-15
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
NORTHERN BUSINESS SOLUTION
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
8 direct securities · 1 pooled fund· $370K(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.
Registered Investment Companies
$365K
8 holdings
Common Collective Trust
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPM SMARTRET 2030 - R2 | Registered Investment Companies | — | — | $318K | 85.6% | |
| JPMORGAN SMARTRET 2045 - R2 | Registered Investment Companies | — | — | $14K | 3.8% | |
| JPMORGAN SMARTRETIRE 2055 - R2 | Registered Investment Companies | — | — | $12K | 3.2% | |
| JPMORGAN SMARTRET 2035 - R2 | Registered Investment Companies | — | — | $12K | 3.2% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $6K | 1.5% | |
| JPM SMARTRET 2020 - R2 | Registered Investment Companies | — | — | $5K | 1.4% | |
| JPM SMARTRET INCOME - R2 | Registered Investment Companies | — | — | $2K | 0.5% | |
| JPM SMARTRET 2025 - R2 | Registered Investment Companies | — | — | $1K | 0.3% | |
| JPMORGAN SMARTRET 2040 - R2 | Registered Investment Companies | — | — | $1K | 0.3% |
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