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Original filing (PDF)20251011060111NAL0004634803001
COMPLETE CARE LLC
Form 5500
FILING_RECEIVED
COMPLETE CARE 401(K) PLAN
401(k) retirement plan
Signals · 1
~91 bps in Sched C fees
Active participants
8,879
Accounts w/ balance
5,812
Plan assets (EOY)
$49.6M
Net assets (EOY)
$49.6M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 91 bps in Schedule C fees — 215% above peer band of 29 bps.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPLETE CARE LLC.
Plan sponsor
Name
COMPLETE CARE LLC
EIN
82-2141949
Address
229 ROUTE 70 · TOMS RIVER, NJ · 08755
Phone
(732) 313-0880
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
2025-10-11
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FASTEN HALBERSTAM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $376K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $77K | — |
Investments
24 direct securities · 1 pooled fund· $47.7M(96% 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.
Registered Investment Companies
$46.4M
24 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $8.4M | 17.0% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $7.0M | 14.2% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $5.6M | 11.3% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $5.5M | 11.0% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $3.6M | 7.4% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.6M | 5.2% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.6M | 5.2% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.5M | 5.0% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.8M | 3.6% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $1.6M | 3.1% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.5M | 3.1% | |
| GALLIARD STABLE RETURN FUND K WELLS FARGO BANK, N.A. · EIN 90-6153906 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $857K | 1.7% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $721K | 1.5% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $412K | 0.8% | |
| INVESCO COMSTOCK FUND - R6 | Registered Investment Companies | — | — | $319K | 0.6% | |
| INVESCO DISCOVERY LARGE CAP Y | Registered Investment Companies | — | — | $269K | 0.5% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $214K | 0.4% | |
| MASSACHUSETTS INVESTORS TR R6 | Registered Investment Companies | — | — | $196K | 0.4% | |
| ALLSPRING SPECIAL SC VAL INST | Registered Investment Companies | — | — | $190K | 0.4% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $155K | 0.3% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $134K | 0.3% | |
| FEDERATED MDT SM CAP CORE INST | Registered Investment Companies | — | — | $119K | 0.2% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $62K | 0.1% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $38K | <0.1% |