· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CALDWELL COUNTY SMART START — CALDWELL COUNTY SMART START 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611062058NAL0015501121001
CALDWELL COUNTY SMART START
Form 5500-SF
FILING_RECEIVED
CALDWELL COUNTY SMART START 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$378K
Net assets (EOY)
$378K
Plan health score (directional)
89
/ 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
CALDWELL COUNTY SMART START
.
Find decision makers
Plan sponsor
Name
CALDWELL COUNTY SMART START
EIN
20-1090467
Address
143 CEDAR VALLEY ROAD SUITE 111 · PO BOX 689 · HUDSON, NC · 28638
Phone
(828) 426-5437
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
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
KING INVESTMENTS OF ORLANDO, LLC
KING INVESTMENTS OF ORLANDO, LLC 401(K) PLAN
$378K · 58 participants
EXTENDED DAY SERVICES
EXTENDED DAY SERVICES 401(K) RETIREMENT PLAN
$377K · 67 participants
POCONO SERVICES FOR FAMILIES AND CHILDREN, INC.
POCONO SERVICES FOR FAMILIES AND CHILDREN 401(K) PLAN
$377K · 72 participants
KAI'S JUSTICE LEARNING ACADEMY, INC.
KAI'S JUSTICE LEARNING ACADEMY, INC. CASH BALANCE PENSION PLAN AND TRUST
$377K · 14 participants
FAMILY AND CHILDREN S CENTER, INC.
100
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.
TAX DEFERRED ANNUITY PLAN OF FAMILY AND CHILDREN S CENTER, INC.
$379K
DAWN OF DISCOVERY LLC
DAWN OF DISCOVERY LLC 401(K)
$379K · 15 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
