How big is Authoracare Collective's plan?

Authoracare Collective's plan reported $31.6M in assets and 592 participants for 2024.

Original filing (PDF)20251006075005NAL0003125601001

Authoracare Collective

Name: Authoracare Collective — Authoracare Collective, Form 5500 (2024)
Creator: Authoracare Collective
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Authoracare Collective 403(b) Retirement Savings Plan

403(b) retirement plan · Authoracare Collective's Authoracare Collective 403(b) Retirement Savings Plan held $31.6M in plan assets for 592 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

592

Accounts w/ balance

687

Plan assets (EOY)

$31.6M

Net assets (EOY)

$31.6M

People on this filing

Bhavini SHAH signed Authoracare Collective's 2024 Form 5500 as plan administrator.

Bhavini SHAH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Authoracare Collective's EIN is 56-1249146.

EIN 56-1249146

Plan number 001

Plan year 2024

ACK ID 20251006075005NAL0003125601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Authoracare Collective from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Authoracare Collective's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUTHORACARE COLLECTIVE.

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How this plan invests

This plan

73 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

AUTHORACARE COLLECTIVE

EIN

all filings

Address

2500 SUMMIT AVE · GREENSBORO, NC · 27405

Phone

(336) 532-0100

Industry

Health Care & Social Assistance

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

SMITH LEONARD PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES COMPANY	51-0396365	—	NONE	$148K	—
VARIABLE ANNUITY LIFE INSURANCE CO.	74-1625348	—	NONE	$2K	—

Investments

73 direct securities· $31.6M(100% of reported assets)

Other securities

$17.4M

23 holdings

Mutual Funds

$8.3M

9 holdings

Common Collective Trusts

$4.7M

4 holdings

Pooled Separate Accounts

$843K

36 holdings

Bonds / Notes

$281K

1 holding

					% of plan
VALIC General Account Fixed Interest Option	Other securities	—	—	$2.5M	7.9%
T. Rowe Price Retirement 2045 Fund	Other securities	—	—	$2.5M	7.8%
T. Rowe Price Retirement 2035 Fund	Other securities	—	—	$2.3M	7.4%
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$1.9M	6.0%
Vanguard Developed Markets Fund	Mutual Funds	—	—	$1.7M	5.5%
T. Rowe Price Retirement 2055 Fund	Other securities	—	—	$1.5M	4.7%
American Funds AMCAP Fund	Mutual Funds	—	—	$1.5M	4.7%
American Funds Capital World Growth and Income Fund	Mutual Funds	—	—	$1.5M	4.6%
Vanguard Intermediate-Term Bond Index Fund	Common Collective Trusts	—	—	$1.4M	4.5%
American Funds American Mutual Fund	Mutual Funds	—	—	$1.3M	4.0%
Columbia Balanced Fund	Other securities	—	—	$1.1M	3.3%
T. Rowe Price Retirement 2025 Fund	Other securities	—	—	$1.0M	3.2%
T. Rowe Price Retirement 2030 Fund	Other securities	—	—	$846K	2.7%
T. Rowe Price Retirement 2040 Fund	Other securities	—	—	$841K	2.7%
T. Rowe Price Retirement 2050 Fund	Other securities	—	—	$831K	2.6%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$789K	2.5%
American Funds Europacific Growth Fund	Mutual Funds	—	—	$715K	2.3%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$666K	2.1%
T. Rowe Price Retirement 2020 Fund	Other securities	—	—	$651K	2.1%
JP Morgan Small Cap Growth Fund	Other securities	—	—	$635K	2.0%
Victory Sycamore Established Value Fund	Other securities	—	—	$614K	1.9%
American Beacon Small Cap Value Fund	Other securities	—	—	$536K	1.7%
PIMCO Total Return Fund	Mutual Funds	—	—	$484K	1.5%
Vanguard High Yield Corporate Bond Fund	Mutual Funds	—	—	$483K	1.5%
Legg Mason ClearBridge Appreciation Fund	Other securities	—	—	$413K	1.3%
DFA Real Estate Securities Fund	Mutual Funds	—	—	$368K	1.2%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$340K	1.1%
VALIC General Account Fixed Account Plus	Other securities	—	—	$304K	1.0%
Notes receivable from participants Interest rates of 4.25% to 9.5%	Bonds / Notes	—	—	$281K	0.9%
American Century Investments Inflation-Adjustable Bond Fund	Other securities	—	—	$273K	0.9%
Prudential Investments Jennison Mid Cap Growth Fund	Other securities	—	—	$231K	0.7%
T. Rowe Price Retirement 2015 Fund	Other securities	—	—	$147K	0.5%
VALIC Separate Account Science & Technology Fund	Pooled Separate Accounts	—	—	$135K	0.4%
T. Rowe Price Retirement 2060 Fund	Other securities	—	—	$119K	0.4%
VALIC Separate Account Vanguard Windsor II Fund	Pooled Separate Accounts	—	—	$88K	0.3%
VALIC Separate Account Stock Index Fund	Pooled Separate Accounts	—	—	$70K	0.2%
T. Rowe Price Retirement Balanced Fund	Other securities	—	—	$48K	0.2%
VALIC Separate Account International Equities Index Fund	Pooled Separate Accounts	—	—	$41K	0.1%
VALIC Separate Account Emerging Economies Fund	Pooled Separate Accounts	—	—	$36K	0.1%
VALIC Separate Account Mid Cap Value Fund	Pooled Separate Accounts	—	—	$32K	0.1%
T. Rowe Price Retirement 2065 Fund	Other securities	—	—	$31K	<0.1%
VALIC Separate Account Small Cap Special Value Fund	Pooled Separate Accounts	—	—	$26K	<0.1%
VALIC Separate Account Moderate Growth Lifestyle Fund	Pooled Separate Accounts	—	—	$26K	<0.1%
VALIC Separate Account Mid Cap Index Fund	Pooled Separate Accounts	—	—	$25K	<0.1%
VALIC Separate Account Core Bond Fund	Pooled Separate Accounts	—	—	$25K	<0.1%
VALIC Separate Account Small Cap Growth Fund	Pooled Separate Accounts	—	—	$24K	<0.1%
VALIC Separate Account Mid Cap Strategic Growth Fund	Pooled Separate Accounts	—	—	$21K	<0.1%
VALIC Separate Account Ariel Fund	Pooled Separate Accounts	—	—	$20K	<0.1%
VALIC Separate Account International Opportunities Fund	Pooled Separate Accounts	—	—	$20K	<0.1%
VALIC Separate Account Government Money Market I Fund	Pooled Separate Accounts	—	—	$20K	<0.1%