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Original filing (PDF)20251117220022NAL0000964627001
CARE.STAT!, INC.
Form 5500
FILING_RECEIVED
CARE.STAT! 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.0 mo41% in single holding
Active participants
97
Accounts w/ balance
276
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 41% of plan.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARE.STAT!, INC..
Plan sponsor
Name
CARE.STAT!, INC.
EIN
47-5436639
Address
2108 N STREET STE 4037 · SACRAMENTO, CA · 95816
Phone
(415) 562-7238
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
ACCRUE 401K, INC.
EIN
39-4234112
City
BURLINGAME, CA
Phone
(888) 294-0388
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-17
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
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, LLC | 47-4474775 | — | RECORDKEEPER | $14K | — |
Investments
32 direct securities· $9.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $4.0M | 40.7% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $1.6M | 16.4% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $1.4M | 13.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Mutual Fund | — | — | — | $862K | 8.7% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $466K | 4.7% | |
| Vanguard Specialized Dividend Reit Index Fund Admi Mutual Fund | — | — | — | $432K | 4.4% | |
| Vanguard Group Reserve Federal Money Market Fund Money Market Fund | — | — | — | $161K | 1.6% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $140K | 1.4% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $88K | 0.9% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $82K | 0.8% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $73K | 0.7% | |
| Vanguard Short-Term Inflation Protected Securities Mutual Fund | — | — | — | $57K | 0.6% | |
| Notes receivable from participants to 9.50% - | — | — | — | $46K | 0.5% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $42K | 0.4% | |
| Vanguard Group Short Term Bond Index Admiral Mutual Fund | — | — | — | $41K | 0.4% | |
| Vanguard Group Total Institutional Stock Index Adm Mutual Fund | — | — | — | $39K | 0.4% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $35K | 0.4% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $33K | 0.3% | |
| Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $31K | 0.3% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $28K | 0.3% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $27K | 0.3% | |
| Vanguard Specialized Dividend Appreciation Index Ad Mutual Fund | — | — | — | $19K | 0.2% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $14K | 0.1% | |
| Vanguard Group Mid Cap Value Index Fund Admiral Mutual Fund | — | — | — | $14K | 0.1% | |
| Vanguard International Equity Index Mutual Fund ** 530 Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $14K | 0.1% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Group Long Term Bond Index Admiral Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Group International Dvd Apprec Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard European Stock Index Admiral Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $2K | <0.1% |
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