Filings through Oct 24, 2026.

Retirement plan

The Promptcare Companies, Inc. 401(k) Plan

Name: THE PROMPTCARE COMPANIES, INC. - THE PROMPTCARE COMPANIES, INC. 401(K) PLAN (2025) Form 5500
Creator: THE PROMPTCARE COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PROMPTCARE COMPANIES, INC. 401(K) PLAN, THE PROMPTCARE COMPANIES, INC.

The Promptcare Companies, Inc.EIN 22-2773861Plan #002PY 2025

41 SPRING STREET, SUITE 103 - NEW PROVIDENCE, NJ 07976732-692-2706

Prospect flagsLow employer contributionCorrective distributionsFew collective trustsFund lineup: 19 funds, $29.4M

How to read this page

Total assets (EOY)

$34.7M

+14.6% from 2024

Total participants

999

+2.7% from 2024

Average account balance

$39,187

+9.4% from 2024

Annual return

16.27%

+1.43 pp from 2024

Benchmarks

See 4,075 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,075 peers

Snapshot2025

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Analytics

See the 9-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$79,935
MERRILL LYNCH PIERCE FENNER & SMITH8 years Service code 17 · EIN 13-5674085	Pension Consulting	$64,839
THE MANDMARBLESTONE GROUP LLC8 years Service code 13 · EIN 20-4780677	Contract Administrator	$40,054

Fund lineup

CSV with Pro

19 funds of $250K or more; 17 lines in all, holding $29.4M of the plan's $30.3M. From the 2024 filing. Recordkeeper: Principal.

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds12%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series71%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: American Funds Target Date, mutual fund, 71% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
American Funds Target Date Manager not matched · Mutual fund Target-date, 12 vintages	Not yet matched	Mutual fund	$21.0M	71.3%
Goldman Sachs LgCp Gr ln R6 Fd Goldman Sachs · Mutual fund	Goldman Sachs	Mutual fund	$2.3M	7.7%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.1M	7.0%
Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$656K	2.2%
MFS Value Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$597K	2.0%
Voya Intermediate Bond Fund Class R6 Voya · Mutual fund	Voya	Mutual fund	$541K	1.8%
Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$515K	1.8%
Macquarie International Core E Macquarie / Nomura · Other	Macquarie / Nomura	Other	$495K	1.7%
Principal Global Investors SmallCap S&P 600 Index Principal · Mutual fund IndexRecordkeeper's own fund	Principal	Mutual fund	$417K	1.4%
Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$265K	0.9%

See the other 7 lines in this lineup with Pro.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$170K

$191 / participant

Investment mgmt$21K12.5%
Contract admin$105K61.8%
Other / not subdivided$44K25.7%

% of EOY assets

0.490%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP8 years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$79,935

MERRILL LYNCH PIERCE FENNER & SMITH8 years

Service code 17 · EIN 13-5674085

Pension Consulting

$64,839

THE MANDMARBLESTONE GROUP LLC8 years

Service code 13 · EIN 20-4780677

Contract Administrator

$40,054

Fund

Dollars

% of funds%

American Funds Target Date

Manager not matched · Mutual fund

Target-date, 12 vintages

$21.0M

71.3%

Goldman Sachs LgCp Gr ln R6 Fd

Goldman Sachs · Mutual fund

$2.3M

7.7%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$2.1M

7.0%

Janus Henderson Triton Fund Class N

Janus Henderson · Mutual fund

$656K

2.2%

MFS Value Fund R6

MFS (Sun Life) · Mutual fund

$597K

2.0%

Voya Intermediate Bond Fund Class R6

Voya · Mutual fund

$541K

1.8%

Vanguard Mid-Cap Growth Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$515K

1.8%

Macquarie International Core E

Macquarie / Nomura · Other

$495K

1.7%

Principal Global Investors SmallCap S&P 600 Index

Principal · Mutual fund

IndexRecordkeeper's own fund

$417K

1.4%

Vanguard Small-Cap Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$265K

0.9%

The Promptcare Companies, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

The Promptcare Companies, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion