How big is Home Caregivers Partnership LLC's plan?

Home Caregivers Partnership LLC's plan reported $3.6M in assets and 1,244 participants for 2024.

Original filing (PDF)20251011132822NAL0004777027002

Home Caregivers Partnership LLC

Name: Home Caregivers Partnership LLC — Canyon & Red Rock, Form 5500 (2024)
Creator: Home Caregivers Partnership LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Canyon & Red Rock 401(k) Plan

401(k) retirement plan · Home Caregivers Partnership LLC's Canyon & Red Rock 401(k) Plan held $3.6M in plan assets for 1,244 participants in 2024.

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

1,244

Accounts w/ balance

363

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Tyson Cichos signed Home Caregivers Partnership LLC's 2024 Form 5500 as plan administrator.

Tyson Cichos — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Home Caregivers Partnership LLC's EIN is 20-1216329.

EIN 20-1216329

Plan number 001

Plan year 2024

ACK ID 20251011132822NAL0004777027002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Home Caregivers Partnership LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Home Caregivers Partnership LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOME CAREGIVERS PARTNERSHIP LLC.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

HOME CAREGIVERS PARTNERSHIP LLC

EIN

all filings

Address

450 S 900 E, SUITE 100 · SALT LAKE CITY, UT · 84102

Phone

(801) 485-6166

Industry

Health Care & Social Assistance

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

2025-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

30 direct securities· $3.6M(100% of reported assets)

Mutual Funds

$3.5M

25 holdings

Other securities

$74K

4 holdings

Common Stocks

$17K

1 holding

					% of plan
American Funds 2030 Target Retirement Mutual Funds	Mutual Funds	—	—	$586K	16.2%
American Funds 2055 Target Retirement Mutual Funds	Mutual Funds	—	—	$454K	12.5%
American Funds 2050 Target Retirement Mutual Funds	Mutual Funds	—	—	$390K	10.8%
American Funds 2045 Target Retirement Mutual Funds	Mutual Funds	—	—	$378K	10.4%
American Funds 2060 Target Retirement Mutual Funds	Mutual Funds	—	—	$378K	10.4%
American Funds 2040 Target Retirement Mutual Funds	Mutual Funds	—	—	$319K	8.8%
American Funds 2035 Target Retirement Mutual Funds	Mutual Funds	—	—	$250K	6.9%
American Funds 2065 Target Retirement Mutual Funds	Mutual Funds	—	—	$227K	6.3%
American Funds Growth Fund of America Mutual Funds	Mutual Funds	—	—	$168K	4.6%
American Funds Growth Portfolio Mutual Funds	Mutual Funds	—	—	$78K	2.2%
American Funds Growth and Income Fund Mutual Funds	Mutual Funds	—	—	$71K	2.0%
American Funds 2025 Target Retirement Mutual Funds	Mutual Funds	—	—	$61K	1.7%
Washington Mutual Investors Fund Mutual Funds	Other securities	—	—	$56K	1.5%
American Funds Small Cap World Fund Mutual Funds	Mutual Funds	—	—	$39K	1.1%
American Funds 2020 Target Retirement Mutual Funds	Mutual Funds	—	—	$27K	0.8%
American Funds Balanced Fund Mutual Funds	Mutual Funds	—	—	$25K	0.7%
American Funds New Perspective Fund Mutual Funds	Mutual Funds	—	—	$22K	0.6%
American Funds Fund Moderate Growth and Income Mutual Funds	Mutual Funds	—	—	$21K	0.6%
The Investment Company of America Mutual Funds	Common Stocks	—	—	$17K	0.5%
Fundamental Investors Mutual Funds	Other securities	—	—	$12K	0.3%
American Funds International Growth and Income Mutual Funds	Mutual Funds	—	—	$10K	0.3%
American Funds Global Growth Portfolio Mutual Funds	Mutual Funds	—	—	$7K	0.2%
American Funds High Income Trust Mutual Funds	Mutual Funds	—	—	$6K	0.2%
U.S. Government Securities Funds Mutual Funds	Other securities	—	—	$5K	0.1%
American Funds New World Fund Mutual Funds	Mutual Funds	—	—	$4K	0.1%
American Funds Fund Conservative Growth and Income Mutual Funds	Mutual Funds	—	—	$3K	<0.1%
American Funds 2070 Target Retirement Mutual Funds	Mutual Funds	—	—	$2K	<0.1%
American Funds U.S. Government Money Market Fund Mutual Funds	Mutual Funds	—	—	$2K	<0.1%
American Funds Preservation Portfolio Mutual Funds	Mutual Funds	—	—	$1K	<0.1%
American Mutual Fund Mutual Funds	Other securities	—	—	$1K	<0.1%