Back to filter
Original filing (PDF)20250718155447NAL0002043873001
ICARE USA
Form 5500-SF
FILING_RECEIVED
ICARE USA
401(k) retirement plan
Active participants
45
Accounts w/ balance
45
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ICARE USA.
Plan sponsor
Name
ICARE USA
EIN
45-3199838
Address
4700 FALLS OF NEUSE RD · SUITE 245 · RALEIGH, NC · 27609
Phone
(919) 624-9095
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
STRUSS OPTICAL, INC.
STRUSS OPTICAL, INC. SAFE HARBOR 401(K) PLAN
$3.1M · 4 participants
PAUL TRAN, O.D., P.A. DBA TRAN VISION CENTER
TRAN VISION CENTER 401K PROFIT SHARING PLAN
$3.0M
DEXTON LLC
DEXTON LLC 401(K) PLAN
$3.3M · 18 participants
KENNEDY AND PERKINS, INC
KENNEDY & PERKINS, INC. 401(K) PROFIT SHARING PLAN
$3.0M · 39 participants
EYE EXPRESS, INC.
EYE EXPRESS, INC. PENSION PLAN
$3.0M · 7 participants
EMERGING VISION, INC.
EMERGING VISION, INC. 401(K) EMPLOYEE SAVINGS PLAN
$3.4M · 36 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
