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Original filing (PDF)20241115100433NAL0000702945001
US CARENET, INC
Form 5500
FILING_RECEIVED
US CARENET, INC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
32 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)
88
/ 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
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 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 US CARENET, INC.
Plan sponsor
Name
US CARENET, INC
EIN
47-5019190
Address
699 BROAD STREET SUITE 1001 · AUGUSTA, GA · 30901
Phone
(760) 518-5705
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-11-30
Filed
2024-11-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT GROUP CPA'S PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEAL B HOWARD | — | ATHENS, GA | INVESTMENT ADVISOR | $39K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOTT GROUP CPA'S PLLC | — | CHARLOTTE, NC | NONE | $19K | — |
| CHERRY BEKAERT & HOLLAND, LLP | — | VIRGINIA BEACH, VA | NONE | $1K | — |
Investments
32 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$0
15 holdings
Common Collective Trust
$0
17 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO SMALL CAP GROWTH A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY ULTRA R AMERICAN CENTURY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS CAPITAL WORLD GR&INC AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | — |
| MASSMUTUAL FUNDAMENTAL VALUE A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS CAP WORLD GR INC R3 AMERICAN CENTURY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| MASSMUTUAL TOTAL RETURN BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA MID CAP INDEX A COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | — |
| MASSMUTUAL MID CAP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| MASSMUTUAL SMALL CAP OPPS A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| MASSMUTUAL EQUITY OPPORTS A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA SMALL CAP INDEX A COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY MID CAP VALUE INV AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY MID CAP VALUE INV AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| VIRTUS NFJ SMALL-CAP VALUE A VIRTUS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
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