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LOWER VALLEY CARE ADVOCATES, LLC — LOWER VALLEY CARE ADVOCATES, LLC 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250825083543NAL0003822723001
LOWER VALLEY CARE ADVOCATES, LLC
Form 5500-SF
FILING_RECEIVED
LOWER VALLEY CARE ADVOCATES, LLC 403(B) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
1
Plan assets (EOY)
$89K
Net assets (EOY)
$89K
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
LOWER VALLEY CARE ADVOCATES, LLC
.
Find decision makers
Plan sponsor
Name
LOWER VALLEY CARE ADVOCATES, LLC
EIN
26-1155099
Address
61 MAIN STREET SUITE 5 · CENTERBROOK, CT · 06409
Phone
(860) 767-2695
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-08-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 6% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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