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Original filing (PDF)20251113112205NAL0001460801001
U.S. NURSING CORPORATION
Form 5500
FILING_RECEIVED
INGENOVIS HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,637
Accounts w/ balance
1,199
Plan assets (EOY)
$61.8M
Net assets (EOY)
$61.8M
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 (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. NURSING CORPORATION.
Plan sponsor
Name
U.S. NURSING CORPORATION
EIN
84-1108544
Address
5700 SOUTH QUEBEC STREET · SUITE 300 · GREENWOOD VILLAGE, CO · 80111
Phone
(720) 921-3871
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
2025-11-13
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
HAYNIE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | 73-6210970 | TULSA, OK | TRUSTEE | $107K | — |
Investments
33 direct securities· $62.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $7.8M | 12.6% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $7.7M | 12.4% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $6.2M | 10.1% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $6.2M | 10.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $5.0M | 8.1% | |
| JPM Long Cap Growth R6 | — | — | — | $4.8M | 7.8% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $3.2M | 5.2% | |
| Fidelity Extended Market Index Fund | — | — | — | $3.1M | 5.1% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $2.8M | 4.6% | |
| Gabelli U.S. Treasury Money Market Fund | — | — | — | $1.9M | 3.2% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $1.9M | 3.1% | |
| Baron Small Cap Fund | — | — | — | $1.5M | 2.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $1.3M | 2.0% | |
| American Funds EuroPacific Growth Fund | — | — | — | $1.2M | 1.9% | |
| MFS Value Fund | — | — | — | $1.1M | 1.8% | |
| Fidelity Total International Index Fund | — | — | — | $770K | 1.2% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $647K | 1.0% | |
| Victory Sycamore Small Company Opportunity Fund | — | — | — | $642K | 1.0% | |
| Fidelity Short-Term Bond Index Fund | — | — | — | $620K | 1.0% | |
| Invesco Equity and Income Fund | — | — | — | $548K | 0.9% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $400K | 0.6% | |
| JPM Core Bond R6 Fund | — | — | — | $360K | 0.6% | |
| Hotchkis & Wiley High Yield Fund | — | — | — | $341K | 0.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $284K | 0.5% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $275K | 0.4% | |
| Participant contributions transferred late to Plan for year ended 12/31/24 - | — | — | — | $269K | 0.4% | |
| Vanguard Inflation Protected Securities Fund | — | — | — | $263K | 0.4% | |
| Vanguard Total International Bond Index Fund | — | — | — | $258K | 0.4% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $231K | 0.4% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $138K | 0.2% | |
| BOKF Cash Account | — | — | — | $96K | 0.2% | |
| Plan Participants Participant loans, maturing through | — | — | — | $76K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $15K | <0.1% |
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