Original filing (PDF)20251014134943NAL0002939889001

CARE MATTERS LLC

Name: CARE MATTERS LLC — CARE MATTERS LLC 401(K) PLAN, Form 5500 (2024)
Creator: CARE MATTERS LLC

Form 5500-SF

FILING_RECEIVED

CARE MATTERS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARE MATTERS LLC.

Plan sponsor

Name

CARE MATTERS LLC

EIN

47-4103487

Address

8018 W CAPITOL DR · SUITE 7 · MILWAUKEE, WI · 53222

Phone

(414) 585-0224

Industry

Health Care & Social Assistancesee all

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

2025-10-14

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

FENWICK BEHAVIORAL SERVICES

FENWICK BEHAVIORAL SERVICES 401K PLAN

$54K · 5 participants

VNA PRIVATE DUTY, INC.

VNA PRIVATE DUTY, INC. 401(K) PLAN

$54K · 6 participants

ALZHEIMER'S FAMILY CAREGIVER SUPPORT CENTER, INC

ALZHEIMER'S FAMILY SUPPORT CENTER 403(B) PLAN

$54K · 15 participants

RIVERS HEALTHCARE SERVICES INC

RIVERS HEALTHCARE SERVICES INC - 401(K)

$54K · 6 participants

TRUSTED HEARTS HOMECARE SOLUTION

TRUSTED HEARTS HOMECARE SOLUTIONS LLC 401K