How big is Aleracare Intermediate, LLC's plan?

Aleracare Intermediate, LLC's plan reported $6.8M in assets and 62 participants for 2024.

Original filing (PDF)20251015150050NAL0002623923001

Aleracare Intermediate, LLC

Name: Aleracare Intermediate, LLC — Aleracare 401(k) Plan, Form 5500 (2024)
Creator: Aleracare Intermediate, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Aleracare 401(k) Plan

401(k) retirement plan · Aleracare Intermediate, LLC's Aleracare 401(k) Plan held $6.8M in plan assets for 62 participants in 2024, with Empower as recordkeeper.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bondCorrective distributions issued

Active participants

Accounts w/ balance

142

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Bryan Piterman signed Aleracare Intermediate, LLC's 2024 Form 5500 as plan administrator.

Bryan Piterman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aleracare Intermediate, LLC's EIN is 88-2833688.

EIN 88-2833688

Plan number 001

Plan year 2024

ACK ID 20251015150050NAL0002623923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aleracare Intermediate, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aleracare Intermediate, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALERACARE INTERMEDIATE, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 39K (3% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

ALERACARE INTERMEDIATE, LLC

EIN

all filings

Address

5350 EAST HIGH STREET, SUITE 300 · PHOENIX, AZ · 85054

Phone

(480) 487-2362

Industry

Retail Trade

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES & ASSOCIATES INC	—	ST PETERSBURG, FL	INVESTMENT ADVISOR	$18K	—
UBS FINANCIAL SERVICES INC

Investments

27 direct securities· $6.7M(98% of reported assets)

Mutual Funds

$4.6M

20 holdings

Other securities

$1.4M

4 holdings

Common Collective Trusts

$715K

3 holdings

					% of plan
American Funds American Balanced Fund Mutual Fund	Mutual Funds	—	—	$1.1M	16.2%
JP Morgan Large Cap Growth Fund Mutual Fund	Other securities	—	—	$809K	11.9%
Fidelity Freedom Index 2050 Institutional Fund Mutual Fund	Mutual Funds	—	—	$740K	10.9%
Fully benefit-responsive investment contract * EI Fixed Account Guaranteed Interest Contract	Other securities	—	—	$498K	7.3%
Investments Fidelity Freedom Index 2020 Institutional Fund Mutual Fund	Mutual Funds	—	—	$484K	7.1%
Fidelity Freedom Index 2045 Institutional Fund Mutual Fund	Mutual Funds	—	—	$418K	6.1%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$359K	5.3%
Fidelity Freedom Index 2040 Institutional Fund Mutual Fund	Mutual Funds	—	—	$349K	5.1%
Fidelity Freedom Index 2035 Institutional Fund Mutual Fund	Mutual Funds	—	—	$340K	5.0%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$293K	4.3%
Fidelity Freedom Index 2055 Institutional Fund Mutual Fund	Mutual Funds	—	—	$279K	4.1%
Fidelity Freedom Index 2030 Institutional Fund Mutual Fund	Mutual Funds	—	—	$264K	3.9%
Fidelity Freedom Index 2025 Institutional Fund Mutual Fund	Mutual Funds	—	—	$99K	1.5%
DFA U.S. Large Company Fund Mutual Fund	Mutual Funds	—	—	$94K	1.4%
Fidelity Advisor Total Bond Fund Mutual Fund	Mutual Funds	—	—	$86K	1.3%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$81K	1.2%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$78K	1.2%
Fidelity Freedom Index 2060 Institutional Fund Mutual Fund	Mutual Funds	—	—	$70K	1.0%
Hartford Dividend and Growth Fund Mutual Fund	Other securities	—	—	$64K	0.9%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$62K	0.9%
Janus Henderson Triton Fund Mutual Fund	Mutual Funds	—	—	$43K	0.6%
Fidelity Advisor International Cap Fund Mutual Fund	Mutual Funds	—	—	$28K	0.4%
DFA International Sustainability Core Fund Mutual Fund	Mutual Funds	—	—	$17K	0.3%
PIMCO Income Fund Mutual Fund	Mutual Funds	—	—	$12K	0.2%
DFA Real Estate Securities Fund Mutual Fund	Mutual Funds	—	—	$10K	0.1%
Undiscovered Managers Behavioral Value Fund Mutual Fund	Other securities	—	—	$5K	<0.1%
DFA Commodity Strategy Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%