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Original filing (PDF)20251012084919NAL0000293186001
TRUE CARE VENTURES LLC
Form 5500
FILING_RECEIVED
TRUE CARE VENTURES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No auditor on file~169 bps in Sched C fees
Active participants
10,870
Accounts w/ balance
432
Plan assets (EOY)
$528K
Net assets (EOY)
$528K
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 4% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUE CARE VENTURES LLC.
Plan sponsor
Name
TRUE CARE VENTURES LLC
EIN
92-1836043
Address
3611-14TH AVENUE, #340 · BROOKLYN, NY · 11218
Phone
(718) 854-8783
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2024-12-31
Filed
2025-10-12
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
Investments
26 direct securities · 1 pooled fund· $528K(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.
Registered Investment Companies
$509K
26 holdings
Common Collective Trust
$18K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $77K | 14.6% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $66K | 12.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $54K | 10.1% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $47K | 8.9% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $42K | 8.0% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $39K | 7.3% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $31K | 5.8% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $24K | 4.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $18K | 3.5% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $16K | 3.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $15K | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $14K | 2.7% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $14K | 2.6% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $11K | 2.0% | |
| MFS TOTAL RETURN - R6 365 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $10K | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $10K | 1.8% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $7K | 1.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $6K | 1.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $5K | 1.0% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $5K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $4K | 0.8% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $3K | 0.5% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $3K | 0.5% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $2K | 0.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $2K | 0.4% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $2K | 0.4% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $1K | 0.2% |
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