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Original filing (PDF)20251003104747NAL0001263073001
LINK HOMECARE, LLC
Form 5500
FILING_RECEIVED
LINK HOMECARE, LLC RETIREMENT PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
~197 bps in Sched C fees7 service providers
Active participants
3,919
Accounts w/ balance
4,013
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 197 bps in Schedule C fees — 279% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINK HOMECARE, LLC.
Plan sponsor
Name
LINK HOMECARE, LLC
EIN
82-1431413
Address
103-15 101ST STREET · QUEENS, NY · 11417
Phone
(718) 843-1333
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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FASTEN HALBERSTAM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | — | COLUMBUS, OH | RECORDKEEPER | $19K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINT CAPITAL CORPORATION | — | NEW YORK, NY | INVESTMENT ADVISOR | $0 | — |
| CORNERSTONE INVESTMENTS | — | NEW YORK, NY | INVESTMENT ADVISOR | $0 | — |
| GELMAN PENSION CONSULTING | — | NEW YORK, NY | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN PENSION CONSULTING, INC. | — | NEW YORK, NY | TPA | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FIDUCIARY | 99-9552241 | — | NONE | $862 | — |
| PROACCOUNT | — | COLUMBUS, OH | NONE | $4 | — |
Investments
13 direct securities· $2.0M(88% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $279K | 12.4% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $269K | 12.0% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $261K | 11.6% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $258K | 11.5% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $248K | 11.1% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $237K | 10.6% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $188K | 8.4% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $162K | 7.2% | |
| Nuveen Lifecycle Index 2020 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $55K | 2.4% | |
| Nuveen Lifecycle Index 2015 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $12K | 0.5% | |
| Nuveen Lifecycle Index 2010 Fund - Class R6 Nationwide Life Insurance Co. | — | — | — | $3K | 0.1% | |
| Fidelity 500 Index Nationwide Life Inusrance Co. | — | — | — | $2K | <0.1% | |
| Nationwide Life Inusrance Co. 94 JPM Core Bond R6 Nationwide Life Inusrance Co. 282 Vanguard Wndsr Admiral Nationwide Life Inusrance Co. 775 Vanguard Stmkt Index Fund AS Nationwide Life Inusrance Co. | — | — | — | $1K | <0.1% |