· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BIG ELM NURSING & RETIREMENT — BIG ELM NURSING & RETIREMENT CENTERS 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250526100116NAL0003743379001
BIG ELM NURSING & RETIREMENT
Form 5500-SF
FILING_RECEIVED
BIG ELM NURSING & RETIREMENT CENTERS 401K PLAN
401(k) retirement plan
Active participants
61
Accounts w/ balance
15
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
BIG ELM NURSING & RETIREMENT
.
Find decision makers
Plan sponsor
Name
BIG ELM NURSING & RETIREMENT
EIN
14-1937472
Address
1285 WEST A STREET · KANNAPOLIS, NC · 28081
Phone
(704) 932-0000
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
2025-05-26
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
EVANS MEMORIAL HOME
EVANS MEMORIAL HOME EMPLOYEE RETIREMENT PLAN
$1.2M · 77 participants
GUERNSEY RESIDENTIAL, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF GUERNSEY RESIDENTIAL, INC.
$1.2M · 16 participants
LAUREL HOUSE INC.
LAUREL HOUSE INC. EMPLOYEES PENSION PLAN
$1.2M · 127 participants
HIGHLAND MEDICAL GROUP, INC. 401(K)
HIGHLAND MEDICAL GROUP, INC. 401(K) PLAN
$1.2M · 96 participants
SAPPHIRE CENTER FOR REHABILITATION AND NURSING OF CENTRAL QUEENS, LLC
65
Knocking points off
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
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.
SAPPHIRE CENTER FOR REHABILITATION AND NURSING OF CENTRAL QUEENS, LLC 401(K) PLAN
$1.2M · 60 participants
BREAKTHROUGH INC.
BREAKTHROUGH & STEADFAST 401(K) PLAN
$1.2M · 90 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
