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Original filing (PDF)20250813051321NAL0024669042001
CARE HOSPICE, INC.
Form 5500
FILING_RECEIVED
CARE HOSPICE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,845
Accounts w/ balance
2,292
Plan assets (EOY)
$52.2M
Net assets (EOY)
$52.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARE HOSPICE, INC..
Plan sponsor
Name
CARE HOSPICE, INC.
EIN
80-0963620
Address
946 GRADY AVENUE SUITE 200 · CHARLOTTESVILLE, VA · 22903
Phone
(434) 235-4123
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
2025-08-13
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $54K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $52.2M(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.
Registered Investment Companies
$48.2M
31 holdings
Uncategorized
$3.2M
1 holding
Common Collective Trust
$769K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $7.0M | 13.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $6.9M | 13.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $6.2M | 11.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $5.3M | 10.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $5.2M | 9.9% | |
| PARTICIPANT LOANS 0 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2055 | — | — | — | $3.2M | 6.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.9M | 5.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.4M | 4.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.2M | 2.3% | |
| MFS GROWTH FUND - CLASS R4 | Registered Investment Companies | — | — | $1.2M | 2.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $877K | 1.7% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $869K | 1.7% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $769K | 1.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $759K | 1.5% | |
| DODGE & COX BALANCED I | Registered Investment Companies | — | — | $712K | 1.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $646K | 1.2% | |
| TRPRICE DIVIDEND GROWTH | Registered Investment Companies | — | — | $623K | 1.2% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $543K | 1.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $466K | 0.9% | |
| JPMORGAN EQUITY INCOME FUND R5 | Registered Investment Companies | — | — | $412K | 0.8% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $386K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $386K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $377K | 0.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $308K | 0.6% | |
| MFS INTL INTRINSIC VALUE - R4 | Registered Investment Companies | — | — | $281K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $232K | 0.4% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $177K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $157K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $140K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $104K | 0.2% | |
| DFA WORLD CORE EQ PORT INST | Registered Investment Companies | — | — | $94K | 0.2% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $78K | 0.1% |