Filings through Sep 24, 2026.

Retirement plan

Careabout 401(k) Plan

Name: CAREABOUT MSO, LLC - CAREABOUT 401(K) PLAN (2024) Form 5500
Creator: CAREABOUT MSO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAREABOUT 401(K) PLAN, CAREABOUT MSO, LLC

Careabout Mso, LLCEIN 87-4407782Plan #001PY 2024

530 FIFTH AVENUE, FLOOR 21 - NEW YORK, NY 10036917-282-7848

Prospect flagsFailed to transmit contributionsFew collective trustsFund lineup: 31 funds, $167M

Top hat statement on fileNQDC

Filed April 22, 2025

Plan administrator

Administrator name

530 Fifth Ave 21st Floor

New York, NY 10036

Email Phone

Name, email and phone are on Solo, $4.99 for your first month.

Plans declared (1)

CareAbout Health Deferred Compensation Plan325 emp

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Total assets (EOY)

$176.9M

No prior year

Total participants

2,165

No prior year

Average account balance

$103,930

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,436 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,436 peers

Snapshot2024

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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

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$72,013
ALLIANCE PENSION CONSULTANTS, LLC1+ years Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439	Advisory (Plan)	$41,247
KAUFMAN ROSSIN & CO1+ years Filed as: KAUFMAN ROSSIN CPAS Service code 16 · EIN 59-1818353	Consulting	$13,125
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 16 AMG OPS - FEE GROUP · CLEVELAND, OH 44101	Consulting	$12,976

Fund lineup

CSV with Team

31 funds of $250K or more; 32 lines in all, holding $167M of the plan's $177M. From the 2024 filing. Recordkeeper: Fidelity (FMR).

In collective trusts0%median 0% for plans of $50M to $250M (10,671 plans)

In index funds81%median 25% for plans of $50M to $250M (10,671 plans)

In the main target-date series0%median 35% for plans of $50M to $250M (10,671 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
FIS Fdm Index 2030 IPR Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$25.8M	15.5%
FIS 500 Index Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$24.2M	14.5%
FIS Fdm Index 2035 IPR Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$19.0M	11.4%
FIS Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund	Fidelity (FMR)	Mutual fund	$15.1M	9.1%
FIS Fdm Index 2040 IPR Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$10.9M	6.6%
FIS Fdm Index 2020 IPR Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$9.9M	6.0%
FIS Fdm Index 2045 IPR Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$6.2M	3.7%
FIS Fdm Index 2050 IPR Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$4.5M	2.7%
Lincoln Stable Value Account Lincoln Financial · Insurance contract	Lincoln Financial	Insurance contract	$4.1M	2.4%
FIS Fdm Index Inc IPR Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$4.0M	2.4%

See the other 22 lines in this lineup with Solo.

Covers 60,908 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 codes2E2F2G2J2K2R2S2A2T3D2U

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$140K

$80 / participant

Recordkeeping$72K51.5%
Investment mgmt$55K39.1%
Other / not subdivided$13K9.4%

% of EOY assets

0.079%

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: PRICEKUBECKA, PLLC
Auditor EIN: 752783674
Audit fees: $13,125
Opinion code: Unqualified

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Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$72,013

ALLIANCE PENSION CONSULTANTS, LLC1+ years

Filed as: ALLIANT RETIREMENT SERVICES

Service code 27 · EIN 33-0785439

Advisory (Plan)

$41,247

KAUFMAN ROSSIN & CO1+ years

Filed as: KAUFMAN ROSSIN CPAS

Service code 16 · EIN 59-1818353

Consulting

$13,125

PNC BANK, N.A.1+ years

Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT

Service code 16

AMG OPS - FEE GROUP · CLEVELAND, OH 44101

Consulting

$12,976

Fund

Dollars

% of funds%

FIS Fdm Index 2030 IPR

Manager not matched · Mutual fund

Index

$25.8M

15.5%

FIS 500 Index

Manager not matched · Mutual fund

Index

$24.2M

14.5%

FIS Fdm Index 2035 IPR

Manager not matched · Mutual fund

Index

$19.0M

11.4%

FIS Contrafund

Fidelity (FMR) · Mutual fund

Recordkeeper's own fund

$15.1M

9.1%

FIS Fdm Index 2040 IPR

Manager not matched · Mutual fund

Index

$10.9M

6.6%

FIS Fdm Index 2020 IPR

Manager not matched · Mutual fund

Index

$9.9M

6.0%

FIS Fdm Index 2045 IPR

Manager not matched · Mutual fund

Index

$6.2M

3.7%

FIS Fdm Index 2050 IPR

Manager not matched · Mutual fund

Index

$4.5M

2.7%

Lincoln Stable Value Account

Lincoln Financial · Insurance contract

$4.1M

2.4%

FIS Fdm Index Inc IPR

Manager not matched · Mutual fund

Index

$4.0M

2.4%

Careabout 401(k) Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Careabout 401(k) Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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