Original filing (PDF)20251002180031NAL0001776802001

CAREONSITE MANAGEMENT, INC.

Name: CAREONSITE MANAGEMENT, INC. — CAREONSITE MANAGEMENT, INC. EMPLOYEES' 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAREONSITE MANAGEMENT, INC.

Form 5500

FILING_RECEIVED

CAREONSITE MANAGEMENT, INC. EMPLOYEES' 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

476

Accounts w/ balance

501

Plan assets (EOY)

$16.0M

Net assets (EOY)

$15.9M

How this plan invests

This plan

12 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAREONSITE MANAGEMENT, INC..

Plan sponsor

Name

CAREONSITE MANAGEMENT, INC.

EIN

88-1146270

Address

20300 S. VERMONT STE 265 · TORRANCE, CA · 90502

Phone

(562) 437-0831

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$34K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACCELERATE INVESTMENT ADVISORS LLC	—	ALISO VIEJO, CA	INVESTMENT ADVISOR	$42K	—

Investments

12 pooled funds· $13.6M(85% 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.

			% of plan
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739	Common Collective Trust	$2.5M	15.6%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736	Common Collective Trust	$2.0M	12.4%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741	Common Collective Trust	$1.7M	10.7%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742	Common Collective Trust	$1.7M	10.6%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740	Common Collective Trust	$1.6M	10.1%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738	Common Collective Trust	$1.3M	8.1%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743	Common Collective Trust	$778K	4.9%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737	Common Collective Trust	$715K	4.5%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735	Common Collective Trust	$590K	3.7%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744	Common Collective Trust	$541K	3.4%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745	Common Collective Trust	$159K	1.0%
T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264570 / PN 734	Common Collective Trust	$10K	<0.1%