Back to filter
Original filing (PDF)20250923075817NAL0006060017001
PARTNERS IN CARE
Form 5500
FILING_RECEIVED
PARTNERS IN CARE 403(B) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
208
Accounts w/ balance
260
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTNERS IN CARE.
Plan sponsor
Name
PARTNERS IN CARE
EIN
93-0756143
Address
2075 NE WYATT COURT · BEND, OR · 97701
Phone
(541) 382-5882
Industry
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
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
JONES & ROTH, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | — | SEATTLE, WA | NONE | $33K | — |
| RANDALL & HURLEY | 91-1661080 | LIBERTY LAKE, WA | NONE | $5K | — |
Investments
28 direct securities · 1 pooled fund· $15.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$15.2M
28 holdings
Common Collective Trust
$202K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF Target Retirement 2035 R4 Mutual fund | — | — | — | $2.5M | 16.2% | |
| AF Target Retirement 2025 R4 Mutual fund | — | — | — | $2.3M | 15.0% | |
| AF Target Retirement 2030 R4 Mutual fund | — | — | — | $2.0M | 12.5% | |
| AF Target Retirement 2045 R4 Mutual fund | — | — | — | $1.9M | 12.5% | |
| AF Target Retirement 2040 R4 Mutual fund | — | — | — | $1.1M | 7.3% | |
| AF Target Retirement 2050 R4 Mutual fund | — | — | — | $601K | 3.9% | |
| JP Morgan Large Cap Growth R6 Mutual fund | — | — | — | $580K | 3.7% | |
| AF Target Retirement 2055 R4 Mutual fund | — | — | — | $559K | 3.6% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $549K | 3.5% | |
| AF Washington Mutual R4 Mutual fund | — | — | — | $522K | 3.4% | |
| Northern Sustainablility Index K Mutual fund | — | — | — | $449K | 2.9% | |
| Conestoga Small Cap Investors Mutual fund | — | — | — | $326K | 2.1% | |
| Registered investment companies AF American Balanced R4 Mutual fund | — | — | — | $310K | 2.0% | |
| AF Europacific Gr R4 Mutual fund | — | — | — | $284K | 1.8% | |
| AF Target Retirement 2020 R4 Mutual fund | — | — | — | $219K | 1.4% | |
| STANDARD STABLE ASSET FUND III STANDARD INSURANCE COMPANY · EIN 85-3527257 / PN 001 | Common Collective Trust | — | — | $202K | 1.3% | |
| AF Target Retirement 2060 R4 Mutual fund | — | — | — | $194K | 1.2% | |
| Vanguard FTSE Social Index Adm Mutual fund | — | — | — | $137K | 0.9% | |
| Vanguard Total Bond Market Index Adm Mutual fund | — | — | — | $120K | 0.8% | |
| Participant loans 4.25% - 9.50% interest - | — | — | — | $106K | 0.7% | |
| PGIM Total Return Bond R4 Mutual fund | — | — | — | $97K | 0.6% | |
| AF Target Retirement 2065 R4 Mutual fund | — | — | — | $70K | 0.5% | |
| Vanguard Extended Market Idx Adm Mutual fund | — | — | — | $63K | 0.4% | |
| DFA US Targeted Value I Mutual fund | — | — | — | $34K | 0.2% | |
| AF Target Retirement 2010 R4 Mutual fund | — | — | — | $32K | 0.2% | |
| Vanguard REIT Index Adm Mutual fund | — | — | — | $29K | 0.2% | |
| Fidelity Emerging Markets Mutual fund | — | — | — | $26K | 0.2% | |
| Fidelity Adv Infln Prot Bond Instl Prem Mutual fund | — | — | — | $6K | <0.1% | |
| AF Target Retirement 2015 R4 Mutual fund | — | — | — | $3K | <0.1% |