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Original filing (PDF)20251015145454NAL0009856274001
PARKER PERSONAL CARE HOMES, INC.
Form 5500
FILING_RECEIVED
PARKER PERSONAL CARE HOMES, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
45% in single holding~145 bps in Sched C fees
Active participants
252
Accounts w/ balance
150
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
4 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
77
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Amerfunds 2035 targ date ret R6 Mutual Fund N/A" is 45% of plan.
- 145 bps in Schedule C fees — 179% above peer band of 52 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARKER PERSONAL CARE HOMES, INC..
Plan sponsor
Name
PARKER PERSONAL CARE HOMES, INC.
EIN
84-1582091
Address
1597 COLE BLVD STE 250 · LAKEWOOD, CO · 80401
Phone
(303) 424-6078
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
EIDEBAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP RETIREMENT | 13-3036745 | — | RECORDKEEPER | $45K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $157 | — |
Investments
20 direct securities · 4 pooled funds· $3.1M(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
$2.9M
20 holdings
Common Collective Trust
$147K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amerfunds 2035 targ date ret R6 Mutual Fund N/A | — | — | — | $1.4M | 45.1% | |
| Amerfunds 2045 targ date ret R6 Mutual Fund N/A | — | — | — | $365K | 11.8% | |
| Amerfunds 2055 targ date ret R6 Mutual Fund N/A | — | — | — | $255K | 8.2% | |
| Amerfunds 2030 targ date ret R6 Mutual Fund N/A | — | — | — | $199K | 6.4% | |
| FID 500 IND Mutual Fund N/A | — | — | — | $122K | 3.9% | |
| Amerfunds 2050 targ date ret R6 Mutual Fund N/A | — | — | — | $109K | 3.5% | |
| PUTNAM LARGE CAP VALUE TRUST II CL GREAT GRAY TRUST · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $86K | 2.8% | |
| American Century Small cap Mutual Fund N/A | — | — | — | $65K | 2.1% | |
| Victory Sycamore Established value R6 Mutual Fund N/A | — | — | — | $62K | 2.0% | |
| Amerfunds 2015 targ date ret R6 Mutual Fund N/A 376 FID small cap Index Mutual Fund N/A | — | — | — | $48K | 1.5% | |
| Amerfunds 2010 targ date ret R6 Mutual Fund N/A | — | — | — | $46K | 1.5% | |
| Pimco real return fund - instl Mutual Fund N/A | — | — | — | $43K | 1.4% | |
| Empower Fixed Account - Series Class I Guaranteed Income Fund N/A | — | — | — | $39K | 1.3% | |
| Amerfunds 2025 targ date ret R6 Mutual Fund N/A | — | — | — | $39K | 1.3% | |
| FID mid cap Index Mutual Fund N/A | — | — | — | $38K | 1.2% | |
| PGIM TOTAL RETURN BOND FUND CIT CL GREAT GRAY TRUST · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $38K | 1.2% | |
| JPMorgan large cap growth Mutual Fund N/A 211 Undiscovered MgrsBehavioral value R6 Mutual Fund N/A | — | — | — | $28K | 0.9% | |
| MFS INTERNATIONAL EQUITY FUND CL U GREAT GRAY TRUST · EIN 38-7275347 / PN 784 | Common Collective Trust | — | — | $24K | 0.8% | |
| FID real estate Index Instl Mutual Fund N/A | — | — | — | $22K | 0.7% | |
| FID Emerging Markets K Mutual Fund N/A | — | — | — | $20K | 0.7% | |
| Amerfunds 2020 targ date ret R6 Mutual Fund N/A | — | — | — | $20K | 0.6% | |
| Amerfunds 2040 targ date ret R6 Mutual Fund N/A | — | — | — | $19K | 0.6% | |
| Notes receivable from participants Maturing 2025 - 2029 at $ - | — | — | — | $11K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |