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BIRELEY FAMILY CARES INC — BIRELEY FAMILY CARES INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250717142333NAL0000439585001
BIRELEY FAMILY CARES INC
Form 5500-SF
FILING_RECEIVED
BIRELEY FAMILY CARES INC 401(K) PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
15
Plan assets (EOY)
$407K
Net assets (EOY)
$407K
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
BIRELEY FAMILY CARES INC
.
Find decision makers
Plan sponsor
Name
BIRELEY FAMILY CARES INC
EIN
45-4070721
Address
1001 WEST GLEN OAKS LANE, SUITE · #104 · MEQUON, WI · 53092
Phone
(262) 365-1443
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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PRISTINE CARE HOME HEALTH SERVICES, INC.
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THE RIGHT WAY FAMILY HOME INC
65
Knocking points off
Only 33% 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE RIGHT WAY FAMILY HOME INC 401(K) PROFIT SHARING PLAN & TRUST
$406K · 38 participants
PAMPERING PLUS INC.
PAMPERING PLUS INC. 401(K) PLAN
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Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
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$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
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JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
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$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
