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Original filing (PDF)20251014145301NAL0004296672001
LIONSTONE CARE, LLC
Form 5500
FILING_RECEIVED
LIONSTONE CARE 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,014
Accounts w/ balance
577
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIONSTONE CARE, LLC.
Plan sponsor
Name
LIONSTONE CARE, LLC
EIN
82-4561652
Address
5915 LANDERBROOK DRIVE · SUITE 350 · MAYFIELD HEIGHTS, OH · 44124
Phone
(216) 752-5600
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RW CORWIN & COMPANY,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
38 direct securities · 1 pooled fund· $4.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.3M
38 holdings
Pooled Separate Account
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SUB-ACCOUNTS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.3M | 97.7% | |
| JH 2035 Mutal Funds | — | — | — | $365K | 15.7% | |
| JH 2030 Mutal Funds | — | — | — | $309K | 13.3% | |
| JH 2050 Mutal Funds | — | — | — | $208K | 9.0% | |
| JH 2045 Mutal Funds | — | — | — | $197K | 8.5% | |
| AF CAP WB Mutal Funds - AF BFOAF Mutal Funds | — | — | — | $164K | 7.1% | |
| JH 2040 Mutal Funds | — | — | — | $101K | 4.4% | |
| HERITAGE Mutal Funds | — | — | — | $94K | 4.1% | |
| JH2060 Mutal Funds | — | — | — | $93K | 4.0% | |
| AF WASHMUT Mutal Funds | — | — | — | $90K | 3.9% | |
| JH 2055 Mutal Funds | — | — | — | $84K | 3.6% | |
| IDX 500 Mutal Funds | — | — | — | $77K | 3.3% | |
| HEALTH SCI Mutal Funds | — | — | — | $71K | 3.0% | |
| SMCP GR IN Mutal Funds | — | — | — | $59K | 2.6% | |
| PRUJEN MCG Mutal Funds | — | — | — | $42K | 1.8% | |
| JH 2025 Mutal Funds | — | — | — | $38K | 1.6% | |
| JH 2065 Mutal Funds | — | — | — | $36K | 1.5% | |
| LOAN SA 1 Loans | — | — | — | $31K | 1.3% | |
| AF FUN INV Mutal Funds | — | — | — | $29K | 1.2% | |
| SMALL VAL Mutal Funds | — | — | — | $28K | 1.2% | |
| VS CAP APP Mutal Funds | — | — | — | $26K | 1.1% | |
| VS UTILIT Mutal Funds | — | — | — | $25K | 1.1% | |
| MASSINVEST Mutal Funds | — | — | — | $21K | 0.9% | |
| AF CAP WGI Mutal Funds | — | — | — | $20K | 0.9% | |
| LOAN SA 2 Loans | — | — | — | $17K | 0.7% | |
| STBL VALUE Mutal Funds | — | — | — | $16K | 0.7% | |
| US SML CAP Mutal Funds | — | — | — | $16K | 0.7% | |
| JH 2020 Mutal Funds | — | — | — | $9K | 0.4% | |
| AF NEW PER Mutal Funds | — | — | — | $8K | 0.3% | |
| JPM MCVALU Mutal Funds | — | — | — | $7K | 0.3% | |
| SMCP VA IN Mutal Funds | — | — | — | $6K | 0.3% | |
| AF US GOV Mutal Funds | — | — | — | $6K | 0.3% | |
| WISDOM SC Mutal Funds | — | — | — | $6K | 0.3% | |
| LOAN SA 3 Loans | — | — | — | $5K | 0.2% | |
| WORLD Mutal Funds | — | — | — | $5K | 0.2% | |
| DISCIPVAL Mutal Funds | — | — | — | $5K | 0.2% | |
| WF SMCVF Mutal Funds | — | — | — | $3K | 0.1% | |
| VS HIYLD Mutal Funds | — | — | — | $3K | 0.1% | |
| ENERGY Mutal Funds | — | — | — | $3K | 0.1% |
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