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Original filing (PDF)20251029135604NAL0000493555001
CARMEL HOME
Form 5500-SF
FILING_RECEIVED
CARMEL HOME 403(B)
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
126
Accounts w/ balance
25
Plan assets (EOY)
$238K
Net assets (EOY)
$238K
Plan health score (directional)
72
/ 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
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 20% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARMEL HOME.
Plan sponsor
Name
CARMEL HOME
EIN
47-5065015
Address
2501 OLD HARTFORD ROAD · OWENSBORO, KY · 42303
Phone
(270) 683-0227
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
2025-10-29
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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