Original filing (PDF)20250916110523NAL0001272531001

CARECONNECT HEALTH, INC

Name: CARECONNECT HEALTH, INC — CARECONNECT HEALTH 403(B) TAX-DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: CARECONNECT HEALTH, INC

Form 5500

FILING_RECEIVED

CARECONNECT HEALTH 403(B) TAX-DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 2

25% in single holding92% employer stock

Active participants

627

Accounts w/ balance

469

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

How this plan invests

This plan

75 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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 (10th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CARECONNECT HEALTH, INC

EIN

58-1335405

Address

510 ALSTON ST · RICHLAND, GA · 318256012

Phone

(229) 887-3324

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-16

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

TERRY HORNE, CPA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$100	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT	23-3038464	—	CONTRACT ADMISTRATOR	$84K	—

Investments

75 direct securities· $11.8M(99% of reported assets)

Common Stock

$10.9M

60 holdings

Cash / Money Market

$674K

2 holdings

Other securities

$226K

12 holdings

U.S. Treasuries

$3K

1 holding

					% of plan
THE VANGUARD GROUP VANGUARD 500 INDEX ADMIRAL	Common Stock	—	—	$3.0M	25.0%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT 2045 INV	Common Stock	—	—	$1.2M	10.1%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT 2055 INV	Common Stock	—	—	$1.2M	9.9%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT 2050 INV	Common Stock	—	—	$1.1M	9.1%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT 2040 INV	Common Stock	—	—	$594K	5.0%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT 2035 INV	Common Stock	—	—	$568K	4.7%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT 2020 INV	Common Stock	—	—	$490K	4.1%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT INCOME INV	Common Stock	—	—	$439K	3.7%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT 2060 INV	Common Stock	—	—	$402K	3.4%
THE VANGUARD GROUP VANGUARD CASH RSRV FEDERAL	Cash / Money Market	—	—	$388K	3.2%
THE VANGUARD GROUP VANGUARD FEDERAL MONEY MARKET	Cash / Money Market	—	—	$286K	2.4%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT 2030 INV	Common Stock	—	—	$219K	1.8%
THE VANGUARD GROUP VANGUARD DIVIDEND GROWTH INV	Common Stock	—	—	$213K	1.8%
THE VANGUARD GROUP VANGUARD LARGE CAP INDEX ADMIRAL	Common Stock	—	—	$162K	1.4%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT 2025 INV	Common Stock	—	—	$161K	1.3%
THE VANGUARD GROUP VANGUARD TOTAL STOCK MKT IDX ADM	Common Stock	—	—	$161K	1.3%
THE VANGUARD GROUP VANGUARD LIFESTRATEGY GROWTH INV	Common Stock	—	—	$91K	0.8%
Y VARIABLE ANNUITY LIFE INSURANCE CO FIXED ACCOUNT PLUS	Common Stock	—	—	$88K	0.7%
THE VANGUARD GROUP VANGUARD GROWTH INDEX ADMIRAL	Common Stock	—	—	$82K	0.7%
THE VANGUARD GROUP VANGUARD SMALL CAP INDEX ADM * 129 THE VANGUARD GROUP VANGUARD STAR INV	Common Stock	—	—	$79K	0.7%
DFA INTERNATIONAL VECTOR EQUITY I * 20 FIDELITY INFLATION-PROT BD INDEX	Other securities	—	—	$70K	0.6%
Party in Identity of Issue, Borrower, Rate of Interest, Collateral Current Interest Lessor, or Similar Party and Par or Maturity Value Cost Value THE VANGUARD GROUP VANGUARD SMALL CAP GROWTH INDEX	Common Stock	—	—	$65K	0.5%
THE VANGUARD GROUP VANGUARD MID CAP INDEX ADMIRAL	Common Stock	—	—	$49K	0.4%
THE VANGUARD GROUP VANGUARD TARGET RETIREMENT 2065 INV	Common Stock	—	—	$40K	0.3%
AMERICAN FUNDS AMERICAN FUNDS NEW PERSPECTIVE R6	Other securities	—	—	$37K	0.3%
THE VANGUARD GROUP VANGUARD BALANCED INDEX ADM	Common Stock	—	—	$36K	0.3%
THE VANGUARD GROUP VANGUARD MID CAP GROWTH INV	Common Stock	—	—	$34K	0.3%
Y VARIABLE ANNUITY LIFE INSURANCE CO M ID CAP STRATEGIC GWTH * 955 THE VANGUARD GROUP M ODERATE GROWTH LIFESTYLE	Common Stock	—	—	$33K	0.3%
THE VANGUARD GROUP VANGUARD LIFESTRATEGY M ODERATE	Common Stock	—	—	$31K	0.3%
THE VANGUARD GROUP VANGUARD EXPLORER VALUE INV	Common Stock	—	—	$30K	0.3%
THE VANGUARD GROUP VANGUARD DIVIDEND APPRECIATION INDEX	Common Stock	—	—	$30K	0.3%
Party in Identity of Issue, Borrower, Rate of Interest, Collateral Current Interest Lessor, or Similar Party and Par or Maturity Value Cost Value AMERICAN CENTURY AMERICAN CENTURY GLOBAL GOLD INV	Other securities	—	—	$27K	0.2%
THE VANGUARD GROUP VANGUARD INTERM-TERM INVESTMENT-GRDE * 20 THE VANGUARD GROUP VANGUARD INTERM-TERM TREASURY ADM	Common Stock	—	—	$26K	0.2%
Y VARIABLE ANNUITY LIFE INSURANCE CO M ID CAP INDEX FUND	Common Stock	—	—	$25K	0.2%
THE VANGUARD GROUP VANGUARD EQUITY-INCOME ADM	Common Stock	—	—	$25K	0.2%
CALVERT RESEARCH AND MANAGEMENT CALVERT GROWTH ALLOCATION I	Other securities	—	—	$24K	0.2%
THE VANGUARD GROUP VANGUARD LIFESTRATEGY INCOME INV	Common Stock	—	—	$23K	0.2%
Y VARIABLE ANNUITY LIFE INSURANCE CO STOCK INDEX FUND	Common Stock	—	—	$22K	0.2%
THE VANGUARD GROUP VANGUARD HEALTH CARE ADM	Common Stock	—	—	$21K	0.2%
THE VANGUARD GROUP VANGUARD LONG-TERM TREASURY ADMIRAL	Common Stock	—	—	$19K	0.2%
AMERICAN FUNDS AMERICAN FUNDS NEW WORLD R6	Other securities	—	—	$19K	0.2%
Y VARIABLE ANNUITY LIFE INSURANCE CO US SOCIALLY RESPONSIBLE FUND	Common Stock	—	—	$17K	0.1%
AMERICAN FUNDS AMERICAN FUNDS SMALLCAP WORLD R6	Other securities	—	—	$15K	0.1%
THE VANGUARD GROUP VANGUARD MID-CAP VALUE INDEX ADMIRAL * 20 THE VANGUARD GROUP VANGUARD REAL ESTATE INDEX ADMIRAL	Common Stock	—	—	$15K	0.1%
THE VANGUARD GROUP VANGUARD MID-CAP GROWTH INDEX	Common Stock	—	—	$14K	0.1%
THE VANGUARD GROUP VANGUARD WINDSOR ADMIRAL	Common Stock	—	—	$11K	<0.1%
THE VANGUARD GROUP VANGUARD US GROWTH ADMIRAL	Common Stock	—	—	$11K	<0.1%
AMERICAN FUNDS AMERICAN CENTURY GLOBAL BALANCED R6 * 255 BAIRD CORE PLUS BOND INST	Other securities	—	—	$11K	<0.1%
THE VANGUARD GROUP VANGUARD TOTAL BOND MARKET INDEX ADM	Common Stock	—	—	$9K	<0.1%
THE VANGUARD GROUP VANGUARD INTERNATIONAL GROWTH ADM	Common Stock	—	—	$9K	<0.1%