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Original filing (PDF)20250929135516NAL0005072419001
ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENT
Form 5500
FILING_RECEIVED
PROFESSIONAL CASE MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
5,554
Accounts w/ balance
419
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 8% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENT.
Plan sponsor
Name
ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENT
EIN
84-1383042
Address
500 E 8TH AVE · DENVER, CO · 802033716
Phone
(303) 764-4282
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $3K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PRUDENTIAL TOTAL RETURN | 22-3703799 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| EAGLEASSET | 59-3171014 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | 42-1520346 | — | NONE | $0 | — |
| ALLIANCE BERNSTEIN FUND | — | NASHVILLE, TN | NONE | $0 | — |
| JOHN HANCOCK FUNDS | 04-3483032 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| PUTNAM MUTUAL FUNDS | 36-4488942 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $9.5M(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
$9.5M
29 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2055 TR H MUTUAL FUND | — | — | — | $1.3M | 13.8% | |
| T. ROWE PRICE RETIREMENT 2045 TR H MUTUAL FUND | — | — | — | $1.2M | 13.1% | |
| FIDELITY 500 INDEX MUTUAL FUND | — | — | — | $1.0M | 10.7% | |
| T. ROWE PRICE RETIREMENT 2050 TR H MUTUAL FUND | — | — | — | $1.0M | 10.6% | |
| T. ROWE PRICE RETIREMENT 2035 TR H MUTUAL FUND | — | — | — | $784K | 8.2% | |
| T. ROWE PRICE RETIREMENT 2060 TR H MUTUAL FUND | — | — | — | $750K | 7.9% | |
| T. ROWE PRICE RETIREMENT 2040 TR H MUTUAL FUND | — | — | — | $591K | 6.2% | |
| T. ROWE PRICE RETIREMENT 2030 TR H MUTUAL FUND | — | — | — | $448K | 4.7% | |
| AB LARGE CAP GROWTH Z MUTUAL FUND | — | — | — | $381K | 4.0% | |
| T. ROWE PRICE RETIREMENT 2065 TR H MUTUAL FUND | — | — | — | $363K | 3.8% | |
| T. ROWE PRICE STABLE VALUE N MUTUAL FUND | — | — | — | $267K | 2.8% | |
| T. ROWE PRICE RETIREMENT 2025 TR H MUTUAL FUND | — | — | — | $239K | 2.5% | |
| FIDELITY MID CAP INDEX MUTUAL FUND | — | — | — | $154K | 1.6% | |
| MFS INTL DIVERSIFICATION R6 MUTUAL FUND | — | — | — | $129K | 1.4% | |
| FIDELITY US BOND INDEX MUTUAL FUND | — | — | — | $113K | 1.2% | |
| FIDELITY INTERNATIONAL INDEX MUTUAL FUND | — | — | — | $99K | 1.0% | |
| PIMCO INCOME INSTL MUTUAL FUND | — | — | — | $86K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2020 TR H MUTUAL FUND | — | — | — | $86K | 0.9% | |
| JHANCOCK DISCIPLINED VALUE MID CAP R6 MUTUAL FUND | — | — | — | $73K | 0.8% | |
| PRINCIPAL MIDCAP R-6 MUTUAL FUND | — | — | — | $61K | 0.6% | |
| PUTNAM LARGE CAP VALUE R6 MUTUAL FUND | — | — | — | $56K | 0.6% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH | — | — | — | $53K | 0.6% | |
| FRANKLIN SMALL CAP VALUE R6 MUTUAL FUND | — | — | — | $50K | 0.5% | |
| INVESCO DISCOVERY R6 MUTUAL FUND | — | — | — | $43K | 0.4% | |
| COHEN & STEERS REALTY SHARES Z MUTUAL FUND | — | — | — | $33K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TR H MUTUAL FUND | — | — | — | $25K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TR H MUTUAL FUND | — | — | — | $19K | 0.2% | |
| JHANCOCK BOND R6 MUTUAL FUND | — | — | — | $19K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 TR H MUTUAL FUND | — | — | — | $15K | 0.2% | |
| TRP ST VAL COMMON TRUST FUND T ROWE PRICE COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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