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Original filing (PDF)20250916173245NAL0002053569001
FAMILY CARE NETWORK, PLLC
Form 5500
FILING_RECEIVED
NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
510
Accounts w/ balance
677
Plan assets (EOY)
$108.8M
Net assets (EOY)
$108.8M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 69% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY CARE NETWORK, PLLC.
Plan sponsor
Name
FAMILY CARE NETWORK, PLLC
EIN
91-1753976
Address
709 W. ORCHARD DRIVE, SUITE 4 · BELLINGHAM, WA · 98225
Phone
(360) 318-8800
Industry
Offices of Physicians· 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
2025-09-16
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP | 71-0927304 | SAN DIEGO, CA | NONE | $88K | — |
| NWPS, INC. | 91-2090931 | SEATTLE, WA | NONE | $67K | — |
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | SAN FRANCISCO, CA | NONE | $28K | — |
Investments
32 direct securities · 1 pooled fund· $98.8M(91% 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
$95.0M
32 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Registered Investment Company | — | — | — | $13.5M | 12.4% | |
| American Funds Balanced Registered Investment Company | — | — | — | $11.5M | 10.6% | |
| American Funds Growth Registered Investment Company | — | — | — | $9.0M | 8.3% | |
| American Funds Fundamental Investors Registered Investment Company | — | — | — | $7.6M | 6.9% | |
| American Funds New Perspective Registered Investment Company | — | — | — | $5.8M | 5.3% | |
| American Funds Capital World Growth & Income Registered Investment Company | — | — | — | $4.7M | 4.3% | |
| American Funds AMCAP Registered Investment Company | — | — | — | $4.7M | 4.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.4% | |
| American Funds Washington Mutual Investors Registered Investment Company | — | — | — | $3.4M | 3.2% | |
| American Funds Capital Income Builder Registered Investment Company | — | — | — | $3.3M | 3.0% | |
| American Funds Bond Fund of America Registered Investment Company | — | — | — | $3.0M | 2.8% | |
| American Funds 2050 Target Date Registered Investment Company | — | — | — | $2.9M | 2.7% | |
| American Funds Investment Company of America Registered Investment Company | — | — | — | $2.7M | 2.5% | |
| American Funds 2045 Target Date Registered Investment Company | — | — | — | $2.6M | 2.4% | |
| Vanguard International Stock Index Registered Investment Company | — | — | — | $2.3M | 2.1% | |
| Vanguard Bond Market Registered Investment Company | — | — | — | $2.2M | 2.1% | |
| American Funds 2020 Target Date Registered Investment Company | — | — | — | $2.2M | 2.0% | |
| American Funds 2040 Target Date Registered Investment Company | — | — | — | $2.0M | 1.8% | |
| American Funds 2055 Target Date Registered Investment Company | — | — | — | $1.9M | 1.8% | |
| American Funds New World Registered Investment Company | — | — | — | $1.9M | 1.7% | |
| American Funds 2030 Target Date Registered Investment Company | — | — | — | $1.9M | 1.7% | |
| American Funds U.S. Government Securities Registered Investment Company | — | — | — | $1.4M | 1.3% | |
| American Funds 2060 Target Date Registered Investment Company | — | — | — | $760K | 0.7% | |
| American Funds 2025 Target Date Registered Investment Company | — | — | — | $750K | 0.7% | |
| American Funds EuroPacific Growth Registered Investment Company | — | — | — | $748K | 0.7% | |
| 9.50%, maturing through May 2034 0 | — | — | — | $459K | 0.4% | |
| American Funds 2035 Target Date Registered Investment Company | — | — | — | $451K | 0.4% | |
| American Funds Intermediate Bond Registered Investment Company | — | — | — | $340K | 0.3% | |
| American Funds Capital World Bond Registered Investment Company | — | — | — | $308K | 0.3% | |
| Vanguard International Bond Index Registered Investment Company | — | — | — | $240K | 0.2% | |
| American Funds 2065 Target Date Registered Investment Company | — | — | — | $227K | 0.2% | |
| Vanguard Inflation Index Fund Registered Investment Company | — | — | — | $124K | 0.1% | |
| American Funds 2015 Target Date Registered Investment Company | — | — | — | $37K | <0.1% |