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Original filing (PDF)20250923182715NAL0002701523001
FIRST CALL HOME HEALTH, LLC
Form 5500
FILING_RECEIVED
FIRST CALL 401K PLAN
401(k) retirement plan
Signals · 3
26% in single holding~178 bps in Sched C feesNo recordkeeper disclosed
Active participants
141
Accounts w/ balance
136
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
12 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Global Investors Trust Company Principal LifeTime Hybrid 2035 CIT Z55" is 26% of plan.
- 178 bps in Schedule C fees — 241% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST CALL HOME HEALTH, LLC.
Plan sponsor
Name
FIRST CALL HOME HEALTH, LLC
EIN
75-3085499
Address
2608 CASCADIA INDUSTRIAL ST. SE · SALEM, OR · 97302
Phone
(503) 371-4567
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
FIRST CALL HOME HEALTH, LLC
EIN
75-3085499
City
SALEM, OR
Phone
(503) 371-4567
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2K · 401(m) arrangement
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS | 90-0883669 | — | INVESTMENT ADVISORY | $22K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $33K | — |
| PROFESSIONAL BENEFIT SERVICES | 93-0998477 | — | CONTRACT ADMINISTRATOR | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERRY DUNN MCNEIL & PARK | 01-0523282 | — | ACCOUNTANT | $23K | — |
Investments
16 direct securities · 12 pooled funds· $4.8M(99% 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.
Common Collective Trust
$4.0M
12 holdings
Uncategorized
$784K
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447474 / PN 006 | Common Collective Trust | — | — | $1.3M | 26.2% | |
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $655K | 13.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $491K | 10.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $467K | 9.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $297K | 6.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $295K | 6.1% | |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $230K | 4.7% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $205K | 4.2% | |
| JP Morgan Funds JP Morgan Large Cap Growth A Fund | — | — | — | $179K | 3.7% | |
| Fidelity Investments Fidelity Advisor Diversified Stock A Fund | — | — | — | $99K | 2.0% | |
| Principal Life Insurance Company Guaranteed Investment Contract | — | — | — | $83K | 1.7% | |
| Columbia Funds Columbia Dividend Opp A Fund | — | — | — | $71K | 1.5% | |
| Eagle Financial Services, Inc. Carillon Eagle MidCap Growth A Fund | — | — | — | $65K | 1.3% | |
| PGIM Investments PGIM High Yield A Fund | — | — | — | $61K | 1.3% | |
| MFS Investment Management MFS International Intrinsic Value R3 Fund | — | — | — | $49K | 1.0% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $49K | 1.0% | |
| Pioneer Bond A Fund | — | — | — | $48K | 1.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $40K | 0.8% | |
| various maturities through 2030) - | — | — | — | $37K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447474 / PN 012 | Common Collective Trust | — | — | $32K | 0.7% | |
| Eagle Financial Services, Inc. Carillon Eagle Small Cap Growth A Fund | — | — | — | $24K | 0.5% | |
| Principal Funds Inc Principal Diversified International R5 Fund | — | — | — | $22K | 0.4% | |
| Principal Funds Inc Principal MidCap Value I R5 Fund | — | — | — | $11K | 0.2% | |
| Delaware Investments Delaware Small Cap Value A Fund | — | — | — | $9K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $9K | 0.2% | |
| Columbia Funds Columbia Small Cap Value I A Fund | — | — | — | $8K | 0.2% | |
| Dreyfus Funds BNYM Opp MidCap Value A Fund | — | — | — | $8K | 0.2% | |
| Principal Funds Inc Principal Real Estate Securities R5 Fund | — | — | — | $7K | 0.2% |
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