How big is Careserv Technologies, LLC's plan?

Careserv Technologies, LLC's plan reported $491K in assets and 8 participants for 2024.

Original filing (PDF)20250717162846NAL0000687649001

Careserv Technologies, LLC

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

Form 5500-SF

FILING_RECEIVED

Careserv 401(k) Plan

401(k) retirement plan · Careserv Technologies, LLC's Careserv 401(k) Plan held $491K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$491K

Net assets (EOY)

$491K

People on this filing

Marcus Bowie signed Careserv Technologies, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Careserv Technologies, LLC's EIN is 46-4073321.

EIN 46-4073321

Plan number 001

Plan year 2024

ACK ID 20250717162846NAL0000687649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Careserv Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CARESERV TECHNOLOGIES, LLC

EIN

all filings

Address

430 WINKLER DR · SUITE 500 · ALPHARETTA, GA · 30004

Phone

(678) 649-3000

Industry

Professional & Technical Services

Plan administrator