How big is Home Care BOOK's plan?

Home Care BOOK's plan reported $65K in assets and 17 participants for 2024.

Original filing (PDF)20250812190339NAL0008266721001

Home Care BOOK

Name: Home Care BOOK — Home Care BOOK 401(k) Plan, Form 5500 (2024)
Creator: Home Care BOOK
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Home Care BOOK 401(k) Plan

401(k) retirement plan · Home Care BOOK's Home Care BOOK 401(k) Plan held $65K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

People on this filing

Nick Pauleit signed Home Care BOOK's 2024 Form 5500 as plan administrator.

Nick Pauleit — 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

Home Care BOOK's EIN is 47-1965925.

EIN 47-1965925

Plan number 001

Plan year 2024

ACK ID 20250812190339NAL0008266721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Home Care BOOK from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Home Care BOOK's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOME CARE BOOK.

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Plan health score

Above-average plan

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 (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HOME CARE BOOK

EIN

all filings

Address

8080 N CENTRAL EXPY · SUITE 1700 · DALLAS, TX · 75206

Phone

(214) 377-0711

Industry

Health Care & Social Assistance

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

2025-08-12

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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