How big is Timely Telehealth, LLC's plan?

Timely Telehealth, LLC's plan reported $6.4M in assets and 222 participants for 2024.

Original filing (PDF)20251015101629NAL0004557857001

Timely Telehealth, LLC

Name: Timely Telehealth, LLC — Timelycare 401(k) Plan, Form 5500 (2024)
Creator: Timely Telehealth, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Timelycare 401(k) Plan

401(k) retirement plan · Timely Telehealth, LLC's Timelycare 401(k) Plan held $6.4M in plan assets for 222 participants in 2024, with Newport Group as recordkeeper.

Signals · 4

Late participant contributions31% in single holding~88 bps in Sched C feesSelf-directed brokerage offered

Active participants

222

Accounts w/ balance

280

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Malia Rhodes signed Timely Telehealth, LLC's 2024 Form 5500 as plan administrator.

Malia Rhodes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Timely Telehealth, LLC's EIN is 82-0697295.

EIN 82-0697295

Plan number 001

Plan year 2024

ACK ID 20251015101629NAL0004557857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Timely Telehealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Timely Telehealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIMELY TELEHEALTH, LLC.

Finding similar companies…

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 156K (6% of contributions).
Total administrative cost in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

TIMELY TELEHEALTH, LLC

EIN

all filings

Address

1315 S ADAMS STREET · FORT WORTH, TX · 76104

Phone

(817) 692-9615

Industry

Information / Tech / Media

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COLEMANS COUNTRY STATE BANK	—	ABILENE, TX	ADVISOR	$49K	—

Investments

24 direct securities· $6.4M(100% of reported assets)

Mutual Funds

$4.9M

9 holdings

Common Collective Trusts

$835K

2 holdings

Other securities

$423K

9 holdings

Cash / Money Market

$84K

2 holdings

Bonds / Notes

$82K

1 holding

Self-Directed Brokerage

$17K

1 holding

					% of plan
American Funds 2055 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$1.9M	30.6%
American Funds 2045 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$1.7M	27.1%
iShares Core S&P 500 ETF Exchange Traded Fund	Common Collective Trusts	—	—	$645K	10.1%
American Funds 2035 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$409K	6.4%
American Funds 2025 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$403K	6.3%
First Trust DJ Internet Index Fund Exchange Traded Fund	Common Collective Trusts	—	—	$190K	3.0%
Vanguard Dividend Appreciation Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$144K	2.3%
John Hancock Multifactor Mid Cap Fund Exchange Traded Fund	Other securities	—	—	$123K	1.9%
Vanguard Explorer Fund Mutual Fund	Mutual Funds	—	—	$96K	1.5%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$93K	1.5%
Grandeur Peak International Stalwarts Institutional Fund Mutual Fund	Other securities	—	—	$88K	1.4%
Notes receivable from participants 10.50% --	Bonds / Notes	—	—	$82K	1.3%
Vanguard Wellesley Income Inv Fund Mutual Fund	Mutual Funds	—	—	$77K	1.2%
TD Bank Instl MMDA FTCIMA Fund Money Market Fund	Cash / Money Market	—	—	$74K	1.2%
iShares GSCI Commodity Dynamic Roll Strategy ETF Exchange Traded Fund	Other securities	—	—	$67K	1.0%
T. Rowe Price Global Stock I Fund Mutual Fund	Other securities	—	—	$51K	0.8%
Schwab Fundamental Intl Small Co Index IS Fund Mutual Fund	Mutual Funds	—	—	$36K	0.6%
JPM International Equity Fund R6 Mutual Fund	Other securities	—	—	$35K	0.5%
Spectrum Moderate Growth Allocation Fund I Mutual Fund	Other securities	—	—	$23K	0.4%
Matrix Self Direct Invest Fund Self-directed Brokerage Fund	Self-Directed Brokerage	—	—	$17K	0.3%
Western Asset Short-Term Bond IS Fund Mutual Fund	Other securities	—	—	$16K	0.3%
iShares TIPS Bond ETF Exchange Traded Fund	Other securities	—	—	$12K	0.2%
TD Bank USA MMDA Fund Money Market Fund	Cash / Money Market	—	—	$10K	0.2%
DoubleLine Total Return Bond I Fund Mutual Fund	Other securities	—	—	$8K	0.1%