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Original filing (PDF)20251006132400NAL0003687585001
IMPERATIVE CARE, INC.
Form 5500
FILING_RECEIVED
IMPERATIVE CARE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
465
Accounts w/ balance
522
Plan assets (EOY)
$33.1M
Net assets (EOY)
$33.1M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPERATIVE CARE, INC..
Plan sponsor
Name
IMPERATIVE CARE, INC.
EIN
47-5606960
Address
1359 DELL AVENUE · CAMPBELL, CA · 95008
Phone
(669) 296-0309
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-06
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
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)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
44 direct securities · 1 pooled fund· $33.1M(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
$32.9M
44 holdings
Common Collective Trust
$221K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TARGET RET 2035 Mutual fund | — | — | — | $4.4M | 13.3% | |
| FID 500 INDEX Mutual fund | — | — | — | $3.9M | 11.9% | |
| VANG TARGET RET 2040 Mutual fund | — | — | — | $3.3M | 10.0% | |
| VANG TARGET RET 2045 Mutual fund | — | — | — | $3.2M | 9.7% | |
| VANG TARGET RET 2025 Mutual fund | — | — | — | $2.5M | 7.7% | |
| VANG TARGET RET 2030 Mutual fund | — | — | — | $2.5M | 7.4% | |
| VANG TARGET RET 2050 Mutual fund | — | — | — | $1.9M | 5.8% | |
| VANG TARGET RET 2055 Mutual fund | — | — | — | $1.6M | 4.9% | |
| VANG TARGET RET 2060 Mutual fund | — | — | — | $1.4M | 4.3% | |
| VANG GROWTH IDX ADM Mutual fund | — | — | — | $1.2M | 3.8% | |
| VANG INFO TEC IDX AD Mutual fund | — | — | — | $660K | 2.0% | |
| VANG MIDCAP IDX ADM Mutual fund | — | — | — | $575K | 1.7% | |
| VANG SM CAP IDX ADM Mutual fund | — | — | — | $505K | 1.5% | |
| AF GRTH FUND AMER R6 Mutual fund | — | — | — | $457K | 1.4% | |
| FID INFL PR BD IDX Mutual fund | — | — | — | $443K | 1.3% | |
| maturing through October 2051 | — | — | — | $376K | 1.1% | |
| VANG TARGET RET 2065 Mutual fund | — | — | — | $341K | 1.0% | |
| DFA EMRG MKT CORE EQ Mutual fund | — | — | — | $303K | 0.9% | |
| AF WASH MUTL INV R6 Mutual fund | — | — | — | $295K | 0.9% | |
| VAN REAL EST IDX ADM Mutual fund | — | — | — | $280K | 0.8% | |
| PIONEER BOND K Mutual fund | — | — | — | $253K | 0.8% | |
| FID INTL INDEX Mutual fund | — | — | — | $241K | 0.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $221K | 0.7% | |
| VANG INTL GROWTH ADM Mutual fund | — | — | — | $198K | 0.6% | |
| DFA US TARGET VAL I Mutual fund | — | — | — | $189K | 0.6% | |
| DFA US SUSTAIN CORE1 Mutual fund | — | — | — | $154K | 0.5% | |
| BROKERAGELINK-COMMON STOCK Common stock | — | — | — | $131K | 0.4% | |
| VICTORY S EST VAL R6 Mutual fund | — | — | — | $125K | 0.4% | |
| VANG VMMR-FED MMKT Money market fund | — | — | — | $124K | 0.4% | |
| VANG VALUE IDX ADM Mutual fund | — | — | — | $123K | 0.4% | |
| VANG TARGET RET 2020 Mutual fund | — | — | — | $111K | 0.3% | |
| VANG TARGET RET 2070 Mutual fund | — | — | — | $110K | 0.3% | |
| DFA INTL VALUE I Mutual fund | — | — | — | $100K | 0.3% | |
| J H TRITON N Mutual fund | — | — | — | $100K | 0.3% | |
| BLKRK MD CP GR EQ K Mutual fund | — | — | — | $98K | 0.3% | |
| HTFD WORLD BOND R6 Mutual fund | — | — | — | $95K | 0.3% | |
| BROKERAGELINK- UNIT Money market fund | — | — | — | $78K | 0.2% | |
| INVS GOLD SPL MIN R6 Mutual fund | — | — | — | $77K | 0.2% | |
| BLKRK HIGH YLD BD K Mutual fund | — | — | — | $73K | 0.2% | |
| VANG TARGET RET INC Mutual fund | — | — | — | $64K | 0.2% | |
| BROKERAGELINK-EXTERNAL FUND Mutual fund | — | — | — | $55K | 0.2% | |
| PIMCO INCOME INST Mutual fund | — | — | — | $41K | 0.1% | |
| AF BALANCED R6 Mutual fund | — | — | — | $35K | 0.1% | |
| GQG EMRG MKTS EQ R6 Mutual fund | — | — | — | $9K | <0.1% | |
| BROKERAGELINK-CASH Money market fund | — | — | — | $5K | <0.1% |
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