Filings through Oct 24, 2026.

Retirement plan

Prestige Care 401(k) Plan

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

Prestige Care, Inc.EIN 91-1579385Plan #001PY 2024

7700 NE PARKWAY DRIVE, SUITE 300 - VANCOUVER, WA 98662360-735-7155

Prospect flagsLow returnsLow participationLow employer contributionFailed to provide benefitCorrective distributionsFew collective trustsFund lineup: 12 funds, $26.9M

How to read this page

Total assets (EOY)

$27.2M

-12.9% from 2023

Total participants

1,020

-79.3% from 2023

Average account balance

$32,276

+4.9% from 2023

Annual return

11.55%

-5.77 pp from 2023

Benchmarks

See 4,146 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,146 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL6 years Service code 37 · EIN 04-2647786	Loan Processing	$140,742
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840	Advisory (Plan)	$62,279
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$8,009

Fund lineup

CSV with Pro

12 funds of $250K or more; 19 lines in all, holding $26.9M of the plan's $27.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).

In collective trusts0%median 0% for plans of $5M to $50M (40,449 plans)

In index funds91%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series83%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: BlackRock LifePath Index, mutual fund, 83% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages	BlackRock	Mutual fund	$22.2M	82.8%
iShares S&P 500 Index Fund BlackRock · ETF Index	BlackRock	ETF	$1.3M	4.9%
JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund	JPMorgan	Mutual fund	$1.1M	4.1%
iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index	BlackRock	ETF	$313K	1.2%
Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund	Prudential (PGIM)	Mutual fund	$291K	1.1%
American Funds Washington Mutual Capital Group · Mutual fund	Capital Group	Mutual fund	$290K	1.1%
iShares MSCI EAFE International Index Fund BlackRock · ETF Index	BlackRock	ETF	$230K	0.9%
Mid Cap Growth Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$205K	0.8%
MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$188K	0.7%
Invesco Developing Markets Fund Invesco · Mutual fund	Invesco	Mutual fund	$147K	0.5%

See the other 9 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T2A3H3D

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.
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

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$211K

$728 / participant

Recordkeeping$141K66.7%
Investment mgmt$70K33.3%

% of EOY assets

0.775%

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: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL6 years

Service code 37 · EIN 04-2647786

Loan Processing

$140,742

WELLS FARGO BANK, N.A.6 years

Filed as: WELLS FARGO CLEARING SERVICES LLC

Service code 27 · EIN 23-2384840

Advisory (Plan)

$62,279

STRATEGIC ADVISORS, INC.3 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$8,009

Fund

Dollars

% of funds%

BlackRock LifePath Index

BlackRock · Mutual fund

Target-date, 9 vintages

$22.2M

82.8%

iShares S&P 500 Index Fund

BlackRock · ETF

Index

$1.3M

4.9%

JPMorgan Large Cap Growth Fund

JPMorgan · Mutual fund

$1.1M

4.1%

iShares U.S. Aggregate Bond Index Fund

BlackRock · ETF

Index

$313K

1.2%

Pgim Total Return Bond Fund

Prudential (PGIM) · Mutual fund

$291K

1.1%

American Funds Washington Mutual

Capital Group · Mutual fund

$290K

1.1%

iShares MSCI EAFE International Index Fund

BlackRock · ETF

Index

$230K

0.9%

Mid Cap Growth Fund

Manager not matched · Mutual fund

$205K

0.8%

MFS Mid Cap Value Fund R6

MFS (Sun Life) · Mutual fund

$188K

0.7%

Invesco Developing Markets Fund

Invesco · Mutual fund

$147K

0.5%

Prestige Care 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Prestige Care 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