· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAPUANO HOME HEALTH CARE, INC. — CAPUANO 401(K) RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602140804NAL0017687968001
CAPUANO HOME HEALTH CARE, INC.
Form 5500-SF
FILING_RECEIVED
CAPUANO 401(K) RETIREMENT PLAN & TRUST
401(k) retirement plan
Active participants
58
Accounts w/ balance
31
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAPUANO HOME HEALTH CARE, INC.
.
Find decision makers
Plan sponsor
Name
CAPUANO HOME HEALTH CARE, INC.
EIN
04-3313363
Address
265 BENTON DRIVE · SUITE 201 · EAST LONGMEADOW, MA · 01028
Phone
(413) 783-8640
Industry
Health Care & Social Assistance
see 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
2025-06-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
COMPLETE HOME HEALTH CARE, LLC
COMPLETE HOME HEALTH CARE, LLC 401(K) PLAN
$1.6M · 83 participants
CORINTHIAN HEALTH CARE SERVICES INC
CORINTHIAN HEALTH CARE SERVICES INC 401(K) PROFIT SHARING PLAN
$1.6M · 12 participants
CARING HOSPICE SERVICES OF NEW
CARING HOSPICE SERVICES OF NEW 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 37 participants
ASSISTANCE HOME CARE
ASSISTANCE HOME CARE 401K PLAN
$1.6M · 21 participants
JOY HEALTH SERVICES
80
Knocking points off
53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JHS FINANCIAL FREEDOM 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 81 participants
GUARDIAN HEALTH SERVICE CO.
GUARDIAN HEALTH SERVICE CO. PENSION PLAN
$1.6M · 1 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
