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Original filing (PDF)20260319101140NAL0003326851001
RTLK, INC. DBA HOME INSTEAD SENIOR CARE
Form 5500
FILING_RECEIVED
RTLK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 4.1 mo~82 bps in Sched C fees
Active participants
99
Accounts w/ balance
126
Plan assets (EOY)
$650K
Net assets (EOY)
$650K
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.1 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (82 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RTLK, INC. DBA HOME INSTEAD SENIOR CARE.
Plan sponsor
Name
RTLK, INC. DBA HOME INSTEAD SENIOR CARE
EIN
83-0647751
Address
13585 WHITTIER BLVD., SUITE 104 · WHITTIER, CA · 90605
Phone
(562) 698-8600
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
2026-03-19
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI,LLC | 85-0833363 | ERIE, PA | TPA | $5K | — |
Investments
17 direct securities· $647K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2025 R6 Mutual Fund | — | — | — | $119K | 18.3% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | — | — | — | $113K | 17.3% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund | — | — | — | $62K | 9.6% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Fund | — | — | — | $61K | 9.3% | |
| Fidelity Us Bond Index Fd Mutual Fund ** 937 Fidelity 500 Index Fd Mutual Fund | — | — | — | $50K | 7.7% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | — | — | — | $46K | 7.1% | |
| Clearbridge Large Cap Growth Fd Cl I Mutual Fund | — | — | — | $39K | 6.0% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund | — | — | — | $35K | 5.4% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund | — | — | — | $29K | 4.4% | |
| PGIM Jennison Mid Cap Gwth R6 Mutual Fund | — | — | — | $24K | 3.7% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | — | — | — | $19K | 2.9% | |
| Charles Schwab Trust Bank Noninterest-Bearing Cash ** 775 * Charles Schwab Trust Bank Interest-Bearing Cash ** 845 American Funds New World R6 Mutual Fund | — | — | — | $12K | 1.9% | |
| DFA Intl Large Cap Gwth Inst Mutual Fund | — | — | — | $12K | 1.9% | |
| Nuveen Lifecycle Index Ret Inc R6 Mutual Fund ** 323 Nuveen Lifecycle Index 2015 R6 Mutual Fund | — | — | — | $11K | 1.7% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Fund | — | — | — | $9K | 1.3% | |
| Principal Real Estate Securities Inst Mutual Fund | — | — | — | $4K | 0.6% | |
| Vanguard Small Cap Index Admiral Sh Mutual Fund ** 147 Vanguard Total Stock Mkt Indx Fd Adm Mutual Fund | — | — | — | $2K | 0.2% |
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