Late participant contributionsNo ERISA fidelity bond
Active participants
148
Accounts w/ balance
157
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
Average plan with room to improve
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.
Compliance & integrity
82
Total plan cost
31
Plan health
63
Vendor & structure
100
Knocking points off
Delinquent participant contributions reported (Schedule H 4a) — 123K (6% of contributions).
No ERISA fidelity bond reported.
Total administrative cost in the bottom quartile of peers (19th percentile).
Bottom-decile employer contributions per participant (5th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARRUM HEALTH, INC..
Plan sponsor
Name
CARRUM HEALTH, INC.
EIN
46-5168842
Address
611 GATEWAY BLVD - SUITE 120 · SOUTH SAN FRANCISCO, CA · 94080
Phone
(925) 212-6567
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
THE FIDUCIARY STUDIO
EIN
45-1739578
City
ERIE, PA
Phone
(866) 497-5501
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
No Schedule C providers reported
Investments
22 direct securities· $5.6M(100% of reported assets)
