· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARING WORKS, INC. — CARING WORKS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250227104021NAL0003957232001
CARING WORKS, INC.
Form 5500-SF
FILING_RECEIVED
CARING WORKS 401(K) PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
24
Plan assets (EOY)
$743K
Net assets (EOY)
$743K
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
CARING WORKS, INC.
.
Find decision makers
Plan sponsor
Name
CARING WORKS, INC.
EIN
56-2370081
Address
2785 LAWRENCEVILLE HWY, SUITE 205 · DECATUR, GA · 30033
Phone
(404) 371-1230
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-27
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
APNA GHAR, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF APNA GHAR, INC.
$742K · 11 participants
THE RESCUE MISSION OF ROANOKE, INC.
THE RESCUE MISSION OF ROANOKE, INC. 403(B) PLAN
$745K · 96 participants
NEVADA PARTNERSHIP FOR HOMELESS YOUTH
403(B) THRIFT PLAN FOR EMPLOYEES OF NEVADA PARTNERSHIP FOR HOMELESS YOUTH
$745K · 17 participants
JEFFCO ACTION CENTER, INC.
THE ACTION CENTER 401(K) PLAN
$741K · 35 participants
CRISIS CENTER, INC.
CRISIS CENTER, INC. 403(B) PLAN
65
Knocking points off
Only 42% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$740K · 111 participants
E Z VIEW GROUP HOME, INC
E Z VIEW GROUP HOME, INC 401K SAFE HARBOR PROFIT SHARING PLAN
$739K · 18 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
