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Original filing (PDF)20250930091224NAL0016259219001
CAREGILITY CORPORATION
Form 5500
FILING_RECEIVED
CAREGILITY 401(K) PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
147
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAREGILITY CORPORATION.
Plan sponsor
Name
CAREGILITY CORPORATION
EIN
84-1806604
Address
81 CORBETT WAY · EATONTOWN, NJ · 07724
Phone
(732) 413-6041
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARNES WENDLING CPAS INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANCTUARY SECURITIES INC | 36-2957364 | — | ADVISOR | $0 | — |
Investments
31 direct securities · 1 pooled fund· $15.0M(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
$14.5M
31 holdings
Common Collective Trust
$443K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2040 Fund Class A Mutual Fund | — | — | — | $1.8M | 12.5% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.7M | 11.9% | |
| Fidelity Advisor New Insights Fund Class I Mutual Fund | — | — | — | $1.4M | 9.9% | |
| Fidelity Advisor Freedom 2030 Fund Class A Mutual Fund | — | — | — | $1.4M | 9.6% | |
| Fidelity Advisor Freedom 2035 Fund Class A Mutual Fund | — | — | — | $792K | 5.4% | |
| Goldman Sachs Technology Opportunities Fund Institutional Class Mutual Fund | — | — | — | $744K | 5.1% | |
| Fidelity Advisor Freedom 2050 Fund Class A Mutual Fund | — | — | — | $702K | 4.8% | |
| Fidelity Advisor Capital & Income Fund Class A Mutual Fund | — | — | — | $543K | 3.7% | |
| Fidelity Advisor Freedom 2025 Fund Class A Mutual Fund | — | — | — | $540K | 3.7% | |
| Fidelity Advisor Freedom 2045 Fund Class A Mutual Fund | — | — | — | $526K | 3.6% | |
| Fidelity Advisor Freedom 2060 Fund Class A Mutual Fund | — | — | — | $491K | 3.4% | |
| Fidelity Advisor Freedom 2055 Fund Class A Mutual Fund | — | — | — | $476K | 3.3% | |
| . * Fidelity Advisor Stable Value Portfolio Class I Common/Collective Trust | — | — | — | $474K | 3.3% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $443K | 3.0% | |
| The Hartford Dividend and Growth Fund Class R4 Mutual Fund | — | — | — | $399K | 2.7% | |
| Fidelity Advisor Diversified International Fund Class A Mutual Fund | — | — | — | $383K | 2.6% | |
| Fidelity Advisor Stock Selector Mid Cap Fund Class A Mutual Fund | — | — | — | $319K | 2.2% | |
| Fidelity Advisor Freedom 2015 Fund Class A Mutual Fund | — | — | — | $279K | 1.9% | |
| Principal SmallCap S&P 600 Index Fund R3 Class Mutual Fund | — | — | — | $260K | 1.8% | |
| JPMorgan Mid Cap Value Fund Class A Mutual Fund | — | — | — | $248K | 1.7% | |
| Fidelity Advisor Energy Fund Class A Mutual Fund | — | — | — | $204K | 1.4% | |
| Participant Loans 3.25 - 8.50% -0- | — | — | — | $191K | 1.3% | |
| Fidelity Advisor Real Estate Fund Class A Mutual Fund | — | — | — | $150K | 1.0% | |
| Janus Henderson Balanced Fund Class S Mutual Fund | — | — | — | $128K | 0.9% | |
| Lord Abbett Short Duration Income Fund Class A Mutual Fund | — | — | — | $71K | 0.5% | |
| Invesco Emerging Markets ex-China Fund Class A Mutual Fund | — | — | — | $40K | 0.3% | |
| Fidelity Advisor Investment Grade Bond Fund Class A Mutual Fund | — | — | — | $40K | 0.3% | |
| Fidelity Advisor Freedom 2065 Fund Class A Mutual Fund | — | — | — | $37K | 0.3% | |
| Invesco Gold & Special Minerals Fund Class A Mutual Fund | — | — | — | $33K | 0.2% | |
| Fidelity Advisor Freedom 2020 Fund Class A Mutual Fund | — | — | — | $29K | 0.2% | |
| Fidelity Advisor Freedom Retirement Fund Class A Mutual Fund | — | — | — | $14K | <0.1% | |
| PIMCO Real Return Fund Class A Mutual Fund | — | — | — | $7K | <0.1% |
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