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Original filing (PDF)20251015112152NAL0002318291001
CANTATA HEALTH SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
CANTATA HEALTH SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
169
Plan assets (EOY)
$27.8M
Net assets (EOY)
$27.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Growth Index Adm Vanguard 0" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANTATA HEALTH SOLUTIONS, LLC.
Plan sponsor
Name
CANTATA HEALTH SOLUTIONS, LLC
EIN
81-3972985
Address
2303 RANCH ROAD 620 S · SUITE 160 #523 · LAKEWAY, TX · 78734
Phone
(631) 430-9035
Industry
Custom Computer Programming· 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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL | — | EDEN PRAIRIE, MN | NONE | $35K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $10K | — |
| FUTURE PLAN BY ASCENSUS. | — | BRAINERD, MN | NONE | $7K | — |
Investments
26 direct securities · 3 pooled funds· $27.7M(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
$25.5M
26 holdings
Common Collective Trust
$2.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $7.3M | 26.4% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $2.8M | 10.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.7M | 9.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.1M | 7.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.6M | 5.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.5M | 5.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.1M | 4.0% | |
| GG CIT III FOR METLIFE GAC 25554 J GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $891K | 3.2% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $765K | 2.8% | |
| American Eupac R6 American 0 | — | — | — | $734K | 2.6% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $708K | 2.6% | |
| BLACKROCK MID CAP EQUITY INDEX 6 GREAT GRAY TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $671K | 2.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $656K | 2.4% | |
| Invesco Small Cap Growth R6 Invesco 0 | — | — | — | $605K | 2.2% | |
| BLACKROCK RUSSELL 2000 INDEX 6 GREAT GRAY TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $603K | 2.2% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $520K | 1.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $425K | 1.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $363K | 1.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $330K | 1.2% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $203K | 0.7% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $188K | 0.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $182K | 0.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $162K | 0.6% | |
| MFS Growth Fund Class R6 MFS 0 | — | — | — | $148K | 0.5% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $133K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $85K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $68K | 0.2% | |
| JPMorgan Small Cap Value R6 JP Morgan 0 | — | — | — | $60K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 213 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $37K | 0.1% |
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