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IRENE WORTHAM CENTER, INC. — 403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260105123556NAL0007178642001
IRENE WORTHAM CENTER, INC.
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN OF IRENE WORTHAM CENTER, INC
401(k) retirement plan
Active participants
97
Accounts w/ balance
38
Plan assets (EOY)
$972K
Net assets (EOY)
$972K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
IRENE WORTHAM CENTER, INC.
.
Find decision makers
Plan sponsor
Name
IRENE WORTHAM CENTER, INC.
EIN
56-0733452
Address
916 W. CHAPEL ROAD · ASHEVILLE, NC · 28803
Phone
(828) 274-6050
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-05
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 39% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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