How big is Caretree Inc.'s plan?

Caretree Inc.'s plan reported $88K in assets and 2 participants for 2023.

Original filing (PDF)20241002121527NAL0004779315001

Caretree Inc.

Name: Caretree Inc. — Caretree Inc. 401(k) Plan, Form 5500 (2023)
Creator: Caretree Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caretree Inc. 401(k) Plan

401(k) retirement plan · Caretree Inc.'s Caretree Inc. 401(k) Plan held $88K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

Barry Mione signed Caretree Inc.'s 2023 Form 5500 as plan administrator.

Barry Mione — 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

Caretree Inc.'s EIN is 46-2075036.

EIN 46-2075036

Plan number 001

Plan year 2023

ACK ID 20241002121527NAL0004779315001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Caretree Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Caretree Inc.'s plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Plan sponsor

Name

CARETREE INC.

EIN

all filings

Address

1225 N CALIFORNIA AVE APT 2B · CHICAGO, IL · 606223186

Phone

(515) 321-3161

Industry

Professional & Technical Services

Plan administrator

Name

SAVEDAY, INC

EIN

47-4977095

City

AUSTIN, TX

Phone

(650) 684-7283

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-02

Pension benefit codes

2T · Default investment account (QDIA)

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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 providers

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