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Original filing (PDF)20251015113303NAL0004724769001
KBC NURSING AGENCY, INC.
Form 5500
FILING_RECEIVED
KBC EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~142 bps in Sched C fees
Active participants
342
Accounts w/ balance
239
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
1 pooled trust
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 142 bps in Schedule C fees — 172% above peer band of 52 bps.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KBC NURSING AGENCY, INC..
Plan sponsor
Name
KBC NURSING AGENCY, INC.
EIN
52-2287709
Address
7506 GEORGIA AVENUE, NW · WASHINGTON, DC · 20012
Phone
(202) 291-6973
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PEMMASANI, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN SOLUTIONS, INC. | 56-1762637 | — | TPA | $10K | — |
Investments
11 direct securities · 1 pooled fund· $2.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$1.3M
11 holdings
Pooled Separate Account
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.2M | 95.1% | |
| Great Gray Trust AF 2040 I | — | — | — | $212K | 16.3% | |
| Great Gray Trust AF 2045 I | — | — | — | $212K | 16.3% | |
| Great Gray Trust AF 2030 I | — | — | — | $191K | 14.7% | |
| Great Gray Trust AF 2050 I | — | — | — | $168K | 12.9% | |
| Great Gray Trust AF 2025 I | — | — | — | $162K | 12.5% | |
| Great Gray Trust AF 2035 I | — | — | — | $137K | 10.5% | |
| Great Gray Trust AF 2020 I | — | — | — | $64K | 4.9% | |
| Great Gray Trust AF 2055 I | — | — | — | $55K | 4.2% | |
| Great Gray Trust AF 2015 I | — | — | — | $33K | 2.5% | |
| Great Gray Trust AF 2060 I | — | — | — | $33K | 2.5% | |
| General Account | — | — | — | $2K | 0.2% |