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Original filing (PDF)20251013170937NAL0002486688001
COMMUNITY BASED CARE, LLC
Form 5500
FILING_RECEIVED
COMMUNITY BASED CARE 401(K) PLAN
401(k) retirement plan
Signals · 2
33% in single holding~107 bps in Sched C fees
Active participants
6,367
Accounts w/ balance
247
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Concentration risk
83
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Nuveen Lifecycle Index 2040 Inst" is 33% of plan.
- 107 bps in Schedule C fees — 106% above peer band of 52 bps.
- Only 4% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY BASED CARE, LLC.
Plan sponsor
Name
COMMUNITY BASED CARE, LLC
EIN
47-4471803
Address
4000 PARAMOUNT PARKWAY, SUITE 100 · MORRISVILLE, NC · 27560
Phone
(919) 390-2980
Industry
Admin Support & Waste Mgmtsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDG CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPERIO RETIREMENT CONSULT | 20-4798483 | — | NONE | $9K | — |
Investments
27 direct securities · 1 pooled fund· $2.7M(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
$2.6M
27 holdings
Pooled Separate Account
$77K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 Inst | — | — | — | $901K | 33.1% | |
| Nuveen Lifecycle Index 2035 Inst | — | — | — | $452K | 16.6% | |
| Nuveen Lifecycle Index 2050 Inst | — | — | — | $431K | 15.8% | |
| Nuveen Lifecycle Index 2030 Inst | — | — | — | $236K | 8.7% | |
| Nuveen Lifecycle Index 2045 Inst | — | — | — | $194K | 7.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Pooled Separate Account | — | — | $77K | 2.8% | |
| Nuveen Lifecycle Index 2055 Inst | — | — | — | $67K | 2.5% | |
| Fidelity 500 Index Fund | — | — | — | $55K | 2.0% | |
| Principal Blue Chip Fund R6 | — | — | — | $38K | 1.4% | |
| Nuveen Lifecycle Index 2025 Inst | — | — | — | $36K | 1.3% | |
| Nuveen Lifecycle Index 2060 Inst | — | — | — | $33K | 1.2% | |
| Invesco SC Value Fund R6 | — | — | — | $29K | 1.1% | |
| PIMCO Income Fund Inst | — | — | — | $24K | 0.9% | |
| Nuveen Lifecycle Index 2015 Inst | — | — | — | $23K | 0.8% | |
| Nuveen Lifecycle Index 2020 Inst | — | — | — | $18K | 0.7% | |
| Nuveen Lifecycle Index 2065 Inst | — | — | — | $16K | 0.6% | |
| JPMorgan US Govt MMkt Cap Cl | — | — | — | $15K | 0.6% | |
| Baron Small Cap Fund R6 | — | — | — | $15K | 0.5% | |
| American Balanced Fund R6 | — | — | — | $15K | 0.5% | |
| Fidelity Ext Market Index Fund | — | — | — | $13K | 0.5% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | — | — | — | $12K | 0.4% | |
| American Beacon Lrg Cap Val R6 | — | — | — | $10K | 0.4% | |
| Goldman Em Mkts Eq Insights R6 | — | — | — | $7K | 0.2% | |
| Fidelity US Bond Index Fund | — | — | — | $5K | 0.2% | |
| Fidelity Glb ex US Idx Ins Pre | — | — | — | $1K | <0.1% | |
| Participant loans | — | — | — | $643 | <0.1% | |
| Nuveen Lifecycle Index 2010 Inst | — | — | — | $401 | <0.1% | |
| MFS Research International R6 | — | — | — | $210 | <0.1% |
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