· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COMPLETE CARE SANTA BARBARA LLC — COMPLETE CARE AT HOME 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721094304NAL0000486371001
COMPLETE CARE SANTA BARBARA LLC
Form 5500-SF
FILING_RECEIVED
COMPLETE CARE AT HOME 401(K) PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
32
Plan assets (EOY)
$297K
Net assets (EOY)
$297K
Plan health score (directional)
81
/ 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
90
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
COMPLETE CARE SANTA BARBARA LLC
.
Find decision makers
Plan sponsor
Name
COMPLETE CARE SANTA BARBARA LLC
EIN
81-0895326
Address
271 N FAIRVIEW RD · STE 101 · GOLETA, CA · 93117
Phone
(805) 705-8991
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
2025-07-21
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
SUPPLE SENIOR CARE LLC
SUPPLE SENIOR CARE 401K PLAN
$297K · 81 participants
AUNOVA HOME CARE, LLC 401(K) PLAN
AUNOVA HOME CARE, LLC 401(K) PLAN
$297K · 16 participants
GENESIS RETIREMENT LLC
GENESIS RETIREMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$296K · 33 participants
FRIENDS OF CAROLINE HOSPICE OF
FRIENDS OF CAROLINE HOSPICE OF 401(K) PROFIT SHARING PLAN & TRUST
$296K · 35 participants
A-1 HOSPICE CARE INC
A-1 HOSPICE CARE INC 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 28% 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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$297K · 32 participants
FIDUCIARY WISE, LLC FBO PSYCHIATRY NORTHWEST, LLC
THE OPEN 401K MEP FIDUCIARY WISE, LLC
$296K · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
