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Original filing (PDF)20251014140357NAL0001508931001
CEDAR CARES, INC.
Form 5500
FILING_RECEIVED
CEDAR 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
387
Accounts w/ balance
540
Plan assets (EOY)
$34.0M
Net assets (EOY)
$34.0M
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)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEDAR CARES, INC..
Plan sponsor
Name
CEDAR CARES, INC.
EIN
81-2461266
Address
32 AVENUE OF THE AMERICAS, · 18TH FLOOR · NEW YORK, NY · 10013
Phone
(917) 470-9310
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 1 pooled fund· $33.5M(98% 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
$33.3M
26 holdings
Common Collective Trust
$133K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund " | — | — | — | $7.9M | 23.3% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $5.5M | 16.3% | |
| Fidelity 500 Index Fund " | — | — | — | $5.3M | 15.7% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $4.5M | 13.3% | |
| Fidelity Total Market Index Fund " | — | — | — | $2.3M | 6.7% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $1.3M | 3.7% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $1.0M | 2.9% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $788K | 2.3% | |
| Fidelity Total International Index Fund " | — | — | — | $671K | 2.0% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $635K | 1.9% | |
| JPMorgan Large Cap Growth Fund Class R6 " | — | — | — | $629K | 1.8% | |
| DFA US Targeted Value I Fund " | — | — | — | $484K | 1.4% | |
| Dodge & Cox Stock Fund Class X " | — | — | — | $466K | 1.4% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $419K | 1.2% | |
| Fidelity Small Cap Index Fund " | — | — | — | $291K | 0.9% | |
| Fidelity US Bond Index Fund " | — | — | — | $274K | 0.8% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual fund | — | — | — | $177K | 0.5% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $145K | 0.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $133K | 0.4% | |
| American Funds EuroPacific Growth Fund Class R6 " | — | — | — | $125K | 0.4% | |
| PGIM Total Return Bond Fund Class R6 " | — | — | — | $108K | 0.3% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $83K | 0.2% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $67K | 0.2% | |
| BrokerageLink Self-directed brokerage account | — | — | — | $56K | 0.2% | |
| Fidelity Government Money Market Fund " | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $2K | <0.1% |
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