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Original filing (PDF)20251013074003NAL0000378963001
SENIORLINK, INC. D/B/A CAREFORTH
Form 5500
FILING_RECEIVED
CAREFORTH 401(K) PLAN
401(k) retirement plan
Active participants
742
Accounts w/ balance
990
Plan assets (EOY)
$44.1M
Net assets (EOY)
$44.1M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENIORLINK, INC. D/B/A CAREFORTH.
Plan sponsor
Name
SENIORLINK, INC. D/B/A CAREFORTH
EIN
04-3520800
Address
5975 CASTLE CREEK PARKWAY N DRIVE · SUITE 425 · INDIANAPOLIS, IN · 46250
Phone
(866) 797-2333
Industry
Information / Tech / Mediasee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $144K | — |
| COMPASS 360, LLC | 81-1939215 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THAYER PARTNERS LLC | 45-3965574 | — | INVESTMENT ADVISORY - PL | $24K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $67 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 13-1459550 | — | AUDIT | $21K | — |
Investments
32 direct securities· $44.1M(100% of reported assets)
Uncategorized
$43.8M
31 holdings
Mutual Funds
$302K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | — | — | — | $6.2M | 14.0% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $5.9M | 13.4% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $5.5M | 12.5% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $4.5M | 10.1% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $3.2M | 7.4% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $2.9M | 6.7% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $2.5M | 5.7% | |
| Vanguard 500 Index Admiral | — | — | — | $2.3M | 5.2% | |
| Vanguard Total Stock Market Idx Adm | — | — | — | $1.1M | 2.6% | |
| Money Market Fund Vanguard Federal Money Market | — | — | — | $1.0M | 2.3% | |
| Vanguard Growth Index Adm | — | — | — | $1.0M | 2.3% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $888K | 2.0% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $853K | 1.9% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $777K | 1.8% | |
| Vanguard Value Index Adm | — | — | — | $742K | 1.7% | |
| Notes receivable from participants Bearing interest at 4.50% - 10.50% | — | — | — | $650K | 1.5% | |
| Vanguard Target Retirement Income Inv | — | — | — | $496K | 1.1% | |
| Vanguard Intermediate-Term Bond Index Adm | — | — | — | $474K | 1.1% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $414K | 0.9% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $410K | 0.9% | |
| Vanguard Emerging Markets Stock Idx Adm | — | — | — | $304K | 0.7% | |
| JPMorgan Strategic Income Opportunities I | Mutual Funds | — | — | $302K | 0.7% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $272K | 0.6% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $203K | 0.5% | |
| Vanguard Inflation Protected Secs Adm | — | — | — | $174K | 0.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $173K | 0.4% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $172K | 0.4% | |
| Vanguard FTSE Social Index Adm | — | — | — | $165K | 0.4% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $151K | 0.3% | |
| Vanguard Real Estate Index Admiral | — | — | — | $149K | 0.3% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $74K | 0.2% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $2K | <0.1% |