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Original filing (PDF)20251013072821NAL0002075186001
CAREFLITE
Form 5500
FILING_RECEIVED
CAREFLITE 401(K) PLAN
401(k) retirement plan
Active participants
640
Accounts w/ balance
891
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAREFLITE.
Plan sponsor
Name
CAREFLITE
EIN
75-1657155
Address
3110 S. GREAT SOUTHWEST PKWY · GRAND PRAIRIE, TX · 75052
Phone
(972) 339-4201
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Investments
27 direct securities · 1 pooled fund· $43.2M(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
$42.7M
26 holdings
Common Collective Trusts
$276K
1 holding
Common Collective Trust
$276K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $5.1M | 11.9% | |
| Fidelity Investments 500 Index Fund | — | — | — | $4.9M | 11.3% | |
| Fidelity Investments Freedom 2050 K Fund | — | — | — | $4.1M | 9.6% | |
| Fidelity Investments Freedom 2045 K Fund | — | — | — | $4.0M | 9.3% | |
| Fidelity Investments Freedom 2040 K Fund | — | — | — | $3.4M | 7.9% | |
| Fidelity Investments Freedom 2055 K Fund | — | — | — | $2.8M | 6.4% | |
| Fidelity Investments Freedom 2060 K Fund | — | — | — | $2.5M | 5.9% | |
| Fidelity Investments Freedom 2035 K Fund | — | — | — | $2.0M | 4.8% | |
| Fidelity Investments Freedom 2025 K Fund | — | — | — | $1.9M | 4.5% | |
| Fidelity Investments Freedom 2030 K Fund | — | — | — | $1.5M | 3.4% | |
| Fidelity Investments Total Bond Fund | — | — | — | $1.4M | 3.2% | |
| Participant loans 5% to 8% Interest rates - | — | — | — | $1.4M | 3.1% | |
| Fidelity Investments Freedom 2065 K Fund | — | — | — | $1.2M | 2.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $1.1M | 2.5% | |
| Vanguard Dev Market Index Adm | — | — | — | $860K | 2.0% | |
| Vanguard Mid Cap Index Adm | — | — | — | $793K | 1.8% | |
| Registered Investment Companies * Fidelity Investments Balanced Fund | — | — | — | $785K | 1.8% | |
| Vanguard Intermediate Bond Adm | — | — | — | $755K | 1.8% | |
| JP Morgan JP Morgan Equity Income R6 | — | — | — | $749K | 1.7% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $671K | 1.6% | |
| American Funds American Funds New Perspective R6 | — | — | — | $608K | 1.4% | |
| * Fidelity Investments Managed Income Portfolio Class 2 | Common Collective Trusts | — | — | $276K | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $276K | 0.6% | |
| Fidelity Investments Freedom 2020 K Fund | — | — | — | $140K | 0.3% | |
| Fidelity Investments Freedom Inc K | — | — | — | $45K | 0.1% | |
| Fidelity Investments Freedom 2015 K Fund | — | — | — | $28K | <0.1% | |
| Fidelity Investments Freedom 2070 K Fund | — | — | — | $16K | <0.1% | |
| Fidelity Investments Freedom 2010 K Fund | — | — | — | $4K | <0.1% |
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