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Original filing (PDF)20251015155454NAL0002703219001
BW NHHC HOLDCO INC., DBA ELARA CARING
Form 5500
FILING_RECEIVED
ONE ELARA RETIREMENT PLAN
401(k) retirement plan
Active participants
31,092
Accounts w/ balance
7,508
Plan assets (EOY)
$186.1M
Net assets (EOY)
$186.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
65
Knocking points off
- 30 bps in Schedule C fees — 201% above peer band of 10 bps.
- Only 24% 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 BW NHHC HOLDCO INC., DBA ELARA CARING.
Plan sponsor
Name
BW NHHC HOLDCO INC., DBA ELARA CARING
EIN
47-5221330
Address
3010 LBJ FWY SUITE 110 · DALLAS, TX · 75234
Phone
(903) 537-8609
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $464K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRP HUB RETIREMENT WEALTH MGMT | 47-1411118 | — | INVESTMENT ADVISOR | $37K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $23K | — |
| CREATIVE PLANNING RETIREMENT | 43-1270780 | — | INVESTMENT ADVISOR | $12K | — |
Investments
26 direct securities · 1 pooled fund· $186.1M(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
$183.1M
26 holdings
Common Collective Trust
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fund Mutual Funds American Funds American Funds 2035 Target Date N/R | — | — | — | $29.6M | 15.9% | |
| Retirement Fund Class R6 American Funds American Funds 2030 Target Date N/R | — | — | — | $25.2M | 13.5% | |
| Retirement Fund Class R6 American Funds American Funds 2040 Target Date N/R | — | — | — | $23.3M | 12.5% | |
| Retirement Fund Class R6 American Funds American Funds 2045 Target Date N/R | — | — | — | $19.8M | 10.6% | |
| Retirement Fund Class R6 American Funds American Funds 2025 Target Date N/R | — | — | — | $17.3M | 9.3% | |
| Retirement Fund Class R6 American Funds American Funds 2050 Target Date N/R | — | — | — | $14.6M | 7.8% | |
| Retirement Fund Class R6 * Fidelity Investments Fidelity 500 Index Fund N/R | — | — | — | $9.0M | 4.8% | |
| American Funds American Funds 2055 Target Date N/R | — | — | — | $7.4M | 4.0% | |
| Retirement Fund Class R6 American Funds American Funds 2010 Target Date N/R | — | — | — | $7.1M | 3.8% | |
| Retirement Fund Class R6 AllianceBerstein AB Large CAP Growth Fund Class Z N/R | — | — | — | $5.2M | 2.8% | |
| Participant Loans Interest rates: 4.25% - 10.50% $0 | — | — | — | $3.9M | 2.1% | |
| Retirement Fund Class R6 American Funds American Funds 2060 Target Date N/R | — | — | — | $3.2M | 1.7% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.6% | |
| American Funds American Funds 2015 Target Date N/R | — | — | — | $2.9M | 1.5% | |
| Retirement Fund Class R6 MFS International Diversification N/R | — | — | — | $2.5M | 1.3% | |
| Fund Class R6 Fidelity Investments FID Total Bond K6 N/R | — | — | — | $2.0M | 1.1% | |
| Columbia Threadneedle Columbia Dividend Income Fund N/R | — | — | — | $1.4M | 0.8% | |
| American Funds American Funds 2010 Target Date N/R | — | — | — | $1.3M | 0.7% | |
| Institutional 3 Class * Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $1.3M | 0.7% | |
| Class R6 MFS Mid Cap Value Fund Class R6 N/R | — | — | — | $1.2M | 0.6% | |
| J.P. Morgan JPMorgan Income Fund Class R6 N/R | — | — | — | $1.1M | 0.6% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market | — | — | — | $1.1M | 0.6% | |
| J.P. Morgan JPMorgan Small Cap Growth Fund N/R | — | — | — | $1.0M | 0.6% | |
| Fund Class R6 * Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $698K | 0.4% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth N/R | — | — | — | $530K | 0.3% | |
| PGIM High Yield Fund Class R6 N/R | — | — | — | $307K | 0.2% | |
| Delaware Funds Delaware Small Cap Value Fund N/R | — | — | — | $249K | 0.1% |