Original filing (PDF)20251015164801NAL0010388722001

ARCARE

Name: ARCARE — ARCARE RETIREMENT PLAN, Form 5500 (2024)
Creator: ARCARE

Form 5500

FILING_RECEIVED

ARCARE RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,556

Accounts w/ balance

1,406

Plan assets (EOY)

$49.0M

Net assets (EOY)

$49.0M

How this plan invests

This plan

55 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCARE.

Plan sponsor

Name

ARCARE

EIN

58-1666179

Address

P.O. BOX 497 · AUGUSTA, AR · 72006

Phone

(870) 347-3303

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

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	NONE	$111K	—
NATIONWIDE	—	COLUMBUS, OH	NONE	$4K	—

Investments

55 direct securities· $49.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Nationwide Fixed Select Option	—	—	—	$8.6M	17.6%
Vanguard Target Retirement 2035; 1,631,696.050 shares	—	—	$1.6M	$4.5M	9.2%
Vanguard Target Retirement 2030; 1,529,414.300 shares	—	—	$1.5M	$3.9M	8.0%
Fidelity 500 Index; 1,591,826.100 shares	—	—	$1.6M	$3.7M	7.6%
Vanguard Target Retirement 2045; 1,128,059.680 shares	—	—	$1.1M	$3.5M	7.1%
Vanguard Target Retirement Income; 1,650,878.490 shares	—	—	$1.7M	$2.8M	5.7%
Vanguard Target Retirement 2050; 735,965.580 shares	—	—	$736K	$2.3M	4.7%
Vanguard Target Retirement 2040; 715,697.300 shares	—	—	$716K	$2.1M	4.3%
Vanguard Target Retirement 2055; 560,755.850 shares	—	—	$561K	$1.8M	3.6%
Vanguard Target Retirement 2060; 499,704.670 shares	—	—	$500K	$1.6M	3.2%
JPMorgan Core Bond R6; 1,255,336.490 shares	—	—	$1.3M	$1.6M	3.2%
MFS Massachusetts Investment Growth Stock R6; 860,765.610 shares	—	—	$861K	$1.3M	2.6%
Vanguard Target Retirement 2025; 514,173.300 shares	—	—	$514K	$1.2M	2.5%
MFS Value R6; 544,937.550 shares	—	—	$545K	$1.2M	2.4%
American Funds American Funds Europacific Growth R6; 479,260.590 shares	—	—	$479K	$977K	2.0%
JPMorgan Small Cap Growth R6; 549,619.780 shares	—	—	$550K	$795K	1.6%
Carillon Eagle Mid Cap Growth I; 176,287.680 shares	—	—	$176K	$759K	1.5%
Vanguard Total Stock Market Index; 187,894.110 shares	—	—	$188K	$627K	1.3%
Vanguard Target Retirement 2065; 341,276.840 shares	—	—	$341K	$610K	1.2%
Allspring Global Allspring Special Small Cap Value Inst; 201,007.810 shares	—	—	$201K	$522K	1.1%
Vanguard Growth Index Admiral; 112,078.120 shares	—	—	$112K	$492K	1.0%
Federated Hermes Federated Hermes Instl High Yield Bd Is; 246,698.930 shares	—	—	$247K	$436K	0.9%
Allspring Global Allspring Special Mid Cap Value Inst; 131,131.940 shares	—	—	$131K	$402K	0.8%
Vanguard Target Retirement 2020; 179,192.910 shares	—	—	$179K	$388K	0.8%
Vanguard Mid-Cap Value Index; 162,317.950 shares	—	—	$162K	$364K	0.7%
Fidelity Small Cap Index; 214,723.980 shares	—	—	$215K	$332K	0.7%
Cohen & Steers Cohen & Steers Real Estate Securities I; 179,253.410 shares	—	—	$179K	$296K	0.6%
Fidelity Mid Cap Index; 159,433.340 shares	—	—	$159K	$295K	0.6%
American Funds American Funds New World R6; 115,292.340 shares	—	—	$115K	$282K	0.6%
Federated Hermes Federated Hermes Government Obligations Premier; 193,078.860 shares	—	—	$193K	$222K	0.5%
Fidelity Inflation-Protected Bd Index; 174,209.750 shares	—	—	$174K	$205K	0.4%
Vanguard Extended Market Index Admiral; 48,416.170 shares	—	—	$48K	$123K	0.3%
AllianceBernstein AB Global Bond I; 81,577.690 shares	—	—	$82K	$97K	0.2%
Fidelity Total Market Index; 38,193.880 shares	—	—	$38K	$89K	0.2%
Vanguard Short-Term Corporate Bond Index Admiral; 61,847.680 shares	—	—	$62K	$74K	0.2%
Vanguard Intermediate-Term Investment Grade Admiral; 60,330.160 shares	—	—	$60K	$73K	0.1%
Fidelity Short-Term Treasury Bond Index; 68,182.440 shares	—	—	$68K	$72K	0.1%
Vanguard Intermediate Term Treasury Bond Index Admiral; 66,739.240 shares	—	—	$67K	$71K	0.1%
T. Rowe Price T. Rowe Price Blue Chip Growth; 10,677.010 shares	—	—	$11K	$69K	0.1%
Vanguard Long-Term Treasury Index Admiral; 92,038.200 shares	—	—	$92K	$66K	0.1%
Vanguard Total Bond Market Index Admiral Shares; 32,331.080 shares	—	—	$32K	$36K	<0.1%
Fidelity International Index; 22,503.420 shares	—	—	$23K	$32K	<0.1%
Vanguard Intermediate Term Treasury; 29,360.750 shares	—	—	$29K	$32K	<0.1%
Vanguard Small-Cap Value Index Admiral; 10,615.560 shares	—	—	$11K	$23K	<0.1%
MFS International Intrinsic Value R4; 4,810.650 shares	—	—	$5K	$12K	<0.1%
Vanguard U.S. Growth Admiral; 3,458.200 shares	—	—	$3K	$12K	<0.1%
JPMorgan Large Cap Growth R6; 2,634.500 shares	—	—	$3K	$12K	<0.1%
Vanguard Real Estate Index Admiral; 5,508.970 shares	—	—	$6K	$10K	<0.1%
Fidelity U.S. Bond Index; 8,807.000 shares	—	—	$9K	$9K	<0.1%
Fidelity Large Cap Value Index; 4,427.910 shares	—	—	$4K	$7K	<0.1%
JPMorgan Value Advantage; 1,473.060 shares	—	—	$1K	$6K	<0.1%
Vanguard Long-Term Investment Grade Admiral; 4,565.200 shares	—	—	$5K	$5K	<0.1%
Vanguard Target Retirement 2070; 2,971.870 shares	—	—	$3K	$4K	<0.1%
Fidelity NASDAQ Composite Index; 1,622.530 shares	—	—	$2K	$4K	<0.1%
Blackrock iShares MSCI EAFE International Index; 2,420.410 shares	—	—	$2K	$3K	<0.1%