How big is Caring Heart Companion Services LLC's plan?

Caring Heart Companion Services LLC's plan reported $288K in assets and 18 participants for 2024.

Original filing (PDF)20251010111034NAL0004169667001

Caring Heart Companion Services LLC

Name: Caring Heart Companion Services LLC — Caring Heart, Form 5500 (2024)
Creator: Caring Heart Companion Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caring Heart 401(k) Plan

401(k) retirement plan · Caring Heart Companion Services LLC's Caring Heart 401(k) Plan held $288K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$288K

Net assets (EOY)

$288K

People on this filing

Richard Tatum signed Caring Heart Companion Services LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Caring Heart Companion Services LLC's EIN is 20-1583565.

EIN 20-1583565

Plan number 001

Plan year 2024

ACK ID 20251010111034NAL0004169667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caring Heart Companion Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caring Heart Companion Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARING HEART COMPANION SERVICES LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

CARING HEART COMPANION SERVICES LLC

EIN

all filings

Address

21151 S WESTERN AVENUE, SUITE 265 · TORRANCE, CA · 90501

Phone

(562) 358-2273

Industry

Health Care & Social Assistance

Plan administrator