How big is Carelinc Options LLC's plan?

Carelinc Options LLC's plan reported $3.9M in assets and 52 participants for 2024.

Original filing (PDF)20250731133400NAL0002614291001

Carelinc Options LLC

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

Form 5500-SF

FILING_RECEIVED

Carelinc Options LLC 401(k) Plan

401(k) retirement plan · Carelinc Options LLC's Carelinc Options LLC 401(k) Plan held $3.9M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Peggy Barbero signed Carelinc Options LLC's 2024 Form 5500 as plan administrator.

Peggy Barbero — 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

Carelinc Options LLC's EIN is 43-1822124.

EIN 43-1822124

Plan number 001

Plan year 2024

ACK ID 20250731133400NAL0002614291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carelinc Options 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 CARELINC OPTIONS 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