Filings through Oct 24, 2026.

Retirement plan

Davetta Care LLC 401(k) Plan

Name: DAVETTA CARE LLC - DAVETTA CARE LLC 401(K) PLAN (2025) Form 5500
Creator: DAVETTA CARE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVETTA CARE LLC 401(K) PLAN, DAVETTA CARE LLC

Davetta Care LLCEIN 82-2834865Plan #001PY 2025

2230 E ALLEGHENY AVE - PHILADELPHIA, PA 19134267-534-3656davettacare.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow participationLow assets / participantLow employer contributionLow participant contributionLow fidelity bondFew collective trustsFund lineup: 14 funds, $364K

How to read this page

Total assets (EOY)

$369K

No prior year

Total participants

743

No prior year

Average account balance

$754

No prior year

Annual return

0.00%

No prior year

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

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Fund lineup

CSV with Pro

14 funds hold $364K of the plan's $369K. From the 2025 filing. Recordkeeper: Not identified.

In collective trusts0%median 0% for plans under $5M (7,738 plans)

In index funds100%median 19% for plans under $5M (7,738 plans)

In the main target-date series0%median 39% for plans under $5M (7,738 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$156K	42.9%
Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$106K	29.1%
Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$51K	14.1%
Registered investment companies Vanguard Real Estate Index Fund Admiral Vanguard · Mutual fund Index	Vanguard	Mutual fund	$27K	7.5%
Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$19K	5.3%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2K	0.6%
Nuveen Core Impact Bond Fund TIAA (Nuveen) · Mutual fund	TIAA (Nuveen)	Mutual fund	$636	0.2%
DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund	Dimensional	Mutual fund	$293	<0.1%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$257	<0.1%
Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$219	<0.1%

See the other 4 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2S2T3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$784

$1 / participant

Investment mgmt$65984.1%
Other / not subdivided$12515.9%

% of EOY assets

0.213%

all-in expense ratio

Categories reported

1 / 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: LEE CPA AUDIT GROUP
Auditor EIN: 814637885
Audit fees: $0
Opinion code: Unqualified

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Fund

Dollars

% of funds%

Vanguard Total Stock Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$156K

42.9%

Vanguard Total International Stock Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$106K

29.1%

Vanguard Total Bond Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$51K

14.1%

Registered investment companies Vanguard Real Estate Index Fund Admiral

Vanguard · Mutual fund

Index

$27K

7.5%

Vanguard Total International Bond Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$19K

5.3%

Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$2K

0.6%

Nuveen Core Impact Bond Fund

TIAA (Nuveen) · Mutual fund

$636

0.2%

DFA Global Real Estate Securities Portfolio Shares

Dimensional · Mutual fund

$293

<0.1%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$257

<0.1%

Vanguard Growth Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$219

<0.1%

Davetta Care LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Davetta Care LLC 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