Original filing (PDF)20260208214241NAL0000586547001

CAREFREE FINANCIAL MANAGEMENT, INC.

Name: CAREFREE FINANCIAL MANAGEMENT, INC. — CAREFREE FINANCIAL MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CAREFREE FINANCIAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

CAREFREE FINANCIAL MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 2.7 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$494K

Net assets (EOY)

$494K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAREFREE FINANCIAL MANAGEMENT, INC..

Plan sponsor

Name

CAREFREE FINANCIAL MANAGEMENT, INC.

EIN

20-8744270all filings

Address

PO BOX 774 · AUSTIN, TX · 78767

Phone

(512) 481-9506

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator