How big is Customize Care, LLC's plan?

Customize Care, LLC's plan reported $820K in assets and 107 participants for 2024.

Original filing (PDF)20250930122130NAL0013185968001

Customize Care, LLC

Name: Customize Care, LLC — Customize Care, LLC 401(k), Form 5500 (2024)
Creator: Customize Care, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Customize Care, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Customize Care, LLC's Customize Care, LLC 401(k) Profit Sharing Plan held $820K in plan assets for 107 participants in 2024.

Signals · 1

High average account balance

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$820K

Net assets (EOY)

$820K

Plan identifiers

Customize Care, LLC's EIN is 27-4483746.

EIN 27-4483746

Plan number 001

Plan year 2024

ACK ID 20250930122130NAL0013185968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Customize Care, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Customize Care, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUSTOMIZE CARE, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score