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Original filing (PDF)20251015221327NAL0002918627001
CARETECH LLC
Form 5500
FILING_RECEIVED
CARETECH LLC
401(k) retirement plan
Signals · 2
No auditor on file100% in single holding
Active participants
170
Accounts w/ balance
111
Plan assets (EOY)
$8K
Net assets (EOY)
$8K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 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
60
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "JANUS HENDERSON TRITON FUND N 36 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER" is 100% of plan.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (1 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARETECH LLC.
Plan sponsor
Name
CARETECH LLC
EIN
47-0818823
Address
11011 Q STREET · STE 101C · OMAHA, NE · 68137
Phone
(917) 200-1191
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-10-15
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
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1 | — |
Investments
1 direct security· $2K(31% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JANUS HENDERSON TRITON FUND N 36 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | — | — | — | $2K | 30.6% |