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Original filing (PDF)20250731173337NAL0006401425001
CARING LLC
Form 5500
FILING_RECEIVED
CARING 401(K) PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
219
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARING LLC.
Plan sponsor
Name
CARING LLC
EIN
82-5467733
Address
1515 MOCKINGBIRD LANE SUITE 410 · CHARLOTTE, NC · 28209
Phone
(201) 675-6159
Industry
Information / Tech / Mediasee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
30 direct securities · 1 pooled fund· $9.3M(100% 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.
Uncategorized
$9.1M
29 holdings
Mutual Funds
$229K
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $1.1M | 11.9% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $917K | 9.8% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $831K | 8.9% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $813K | 8.7% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $546K | 5.9% | |
| Fidelity Small Cap Index | — | — | — | $466K | 5.0% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $443K | 4.8% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $426K | 4.6% | |
| Putnam Large Cap Value R6 | — | — | — | $345K | 3.7% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $338K | 3.6% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $312K | 3.3% | |
| Fidelity International Index | — | — | — | $305K | 3.3% | |
| American Funds American Balanced R6 | — | — | — | $265K | 2.8% | |
| Fidelity Mid Cap Index | — | — | — | $242K | 2.6% | |
| American Century Ultra R6 | Mutual Funds | — | — | $229K | 2.5% | |
| American Funds New World R6 | — | — | — | $226K | 2.4% | |
| Pimco Income Instl | — | — | — | $217K | 2.3% | |
| MFS International Growth R6 | — | — | — | $205K | 2.2% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $142K | 1.5% | |
| Fidelity US Bond Index | — | — | — | $141K | 1.5% | |
| maturing through October 2053 | — | — | — | $125K | 1.3% | |
| Guaranteed Annuity Contract * Empower Key Guaranteed Portfolio Fund | — | — | — | $115K | 1.2% | |
| Fidelity Total Market Index | — | — | — | $112K | 1.2% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $111K | 1.2% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $91K | 1.0% | |
| Nuveen Lifecycle Index Retirement Inc R6 | — | — | — | $63K | 0.7% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $57K | 0.6% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $55K | 0.6% | |
| Pimco Int Bond (USD-Hedged) Inst | — | — | — | $55K | 0.6% | |
| Fidelity Total Bond K6 | — | — | — | $17K | 0.2% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $0 | <0.1% |
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