· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE RESPITE CONNECTION — THE RESPITE CONNECTION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014162053NAL0006779778001
THE RESPITE CONNECTION
Form 5500-SF
FILING_RECEIVED
THE RESPITE CONNECTION 401(K) PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
41
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
THE RESPITE CONNECTION
.
Find decision makers
Plan sponsor
Name
THE RESPITE CONNECTION
EIN
81-0557246
Address
2670 106TH STREET, SUITE 220 · URBANDALE, IA · 50322
Phone
(515) 237-5231
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
KMETKO & ASSOCIATES, LTD.
KMETKO & ASSOCIATES, LTD. RETIREMENT SAVINGS PLAN
$2.4M · 18 participants
MIDCOAST MAINE COMMUNITY ACTION
MIDCOAST MAINE COMMUNITY ACTION
$2.4M · 43 participants
WEST VALLEY COMMUNITY SERVICES OF SANTA CLARA COUNTRY, INC.
WEST VALLEY COMMUNITY SERVICES, INC. 403(B) PLAN
$2.4M · 37 participants
SOLEDAD ENRICHMENT ACTION
SOLEDAD ENRICHMENT ACTION RETIREMENT PLAN
$2.4M · 142 participants
ALCOHOLISM COUNCIL OF BUTLER COUNTY OHIO, INC.
65
Knocking points off
Only 45% 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.
ALCOHOLISM COUNCIL OF BUTLER COUNTY, OHIO 401(K) PROFIT SHARING PLAN
$2.4M · 16 participants
JEWISH COUNCIL FOR THE AGING OF GREATER WASHI
JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON TAX-DEFERRED ANNUITY
$2.4M · 16 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B