Original filing (PDF)20251009085306NAL0011093184001

CARE PLUS BERGEN, INC.

Name: CARE PLUS BERGEN, INC. — 401(K) PLAN OF CARE PLUS BERGEN FOR NON-UNION EMPLOYEES, Form 5500 (2024)
Creator: CARE PLUS BERGEN, INC.

Form 5500

FILING_RECEIVED

401(K) PLAN OF CARE PLUS BERGEN FOR NON-UNION EMPLOYEES

401(k) retirement plan

Signals · 1

40% employer stock

Active participants

649

Accounts w/ balance

504

Plan assets (EOY)

$36.4M

Net assets (EOY)

$36.4M

How this plan invests

This plan

33 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARE PLUS BERGEN, INC..

Plan sponsor

Name

CARE PLUS BERGEN, INC.

EIN

82-2081292

Address

230 EAST RIDGEWOOD AVENUE · PARAMUS, NJ · 07652

Phone

(201) 967-4159

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

2025-10-09

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$122K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS, LLC	26-0058143	—	NONE	$17K	—

Investments

33 direct securities· $36.1M(99% of reported assets)

Other securities

$20.1M

24 holdings

Common Stock

$14.5M

7 holdings

Mutual Funds

$1.6M

1 holding

Cash / Money Market

$1K

1 holding

					% of plan
The Vanguard Group Vanguard Inst Idx Inst	Common Stock	—	—	$8.0M	22.1%
PGIM Jennison Growth Class R6	Other securities	—	—	$5.5M	15.1%
TIAA Stable Value	Other securities	—	—	$5.4M	14.9%
The Vanguard Group Vanguard Equity Income Adm	Common Stock	—	—	$2.0M	5.4%
The Vanguard Group Vanguard Ttl Bd Mkt Idx Inst	Common Stock	—	—	$1.9M	5.3%
Nuveen International Eq Idx R6	Mutual Funds	—	—	$1.6M	4.3%
The Vanguard Group Vanguard Mid-Cap Idx Adm	Common Stock	—	—	$1.3M	3.7%
American Funds American Fds 2025 Tar Ret R6	Other securities	—	—	$1.3M	3.6%
Carillon Eagle Mid Cap Grw R6	Other securities	—	—	$1.3M	3.6%
The Vanguard Group Vanguard Small-Cap Idx Adm	Common Stock	—	—	$1.1M	2.9%
Driehaus Small Cap Growth Inst	Other securities	—	—	$801K	2.2%
American Funds American Fds 2030 Tar Ret R6	Other securities	—	—	$770K	2.1%
Loomis Sayles Core Plus Bond N	Other securities	—	—	$758K	2.1%
MFS Intl Diversification Cl R6	Other securities	—	—	$627K	1.7%
American Funds American Fds 2045 Tar Ret R6	Other securities	—	—	$564K	1.6%
American Funds American Fds 2035 Tar Ret R6	Other securities	—	—	$559K	1.5%
American Funds American Fds 2050 Tar Ret R6	Other securities	—	—	$538K	1.5%
Guaranteed Accounts * TIAA Traditional Non-Benefit Responsive 2	Other securities	—	—	$398K	1.1%
American Funds American Fds 2055 Tar Ret R6	Other securities	—	—	$382K	1.0%
American Funds American Fds 2040 Tar Ret R6	Other securities	—	—	$299K	0.8%
Victory Capital Victory Sycamore Estab Val R6	Other securities	—	—	$201K	0.6%
American Funds American Fds 2060 Tar Ret R6	Other securities	—	—	$186K	0.5%
American Funds American Fds 2020 Tar Ret R6	Other securities	—	—	$154K	0.4%
The Vanguard Group Vanguard Infl Protect Sec Adm	Common Stock	—	—	$108K	0.3%
Calvert Balanced Fund Class R6	Other securities	—	—	$99K	0.3%
Nuveen Real Estate Sec Sel R6	Other securities	—	—	$86K	0.2%
NYLI MacKay High Yield Corp Bond R6	Common Stock	—	—	$66K	0.2%
Allspring Spec SmallCap Val R6	Other securities	—	—	$53K	0.1%
American Funds American Fds 2010 Tar Ret R6 315 American Funds American Fds 2015 Tar Ret R6	Other securities	—	—	$36K	<0.1%
TIAA Traditional Benefit Responsive 2	Other securities	—	—	$36K	<0.1%
American Funds American Fds 2065 Tar Ret R6	Other securities	—	—	$21K	<0.1%
Principal Glbl Real Est Sec R6	Other securities	—	—	$2K	<0.1%
The Vanguard Group Vanguard Federal Money Mkt Inv	Cash / Money Market	—	—	$1K	<0.1%