Original filing (PDF)20251015091453NAL0002069155001

CARERING HEALTH, LLC

Name: CARERING HEALTH, LLC — CARERING 401(K) PLAN, Form 5500 (2024)
Creator: CARERING HEALTH, LLC

Form 5500

FILING_RECEIVED

CARERING 401(K) PLAN

401(k) retirement plan

Signals · 2

92% in single holdingNo recordkeeper disclosed

Active participants

1,901

Accounts w/ balance

230

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARERING HEALTH, LLC.

Plan sponsor

Name

CARERING HEALTH, LLC

EIN

81-1260980

Address

6100 DUTCHMANS LANE · LOUISVILLE, KY · 40205

Phone

(502) 351-7000

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CHERRY BEKAERT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT LLC	23-3038464	—	CONTRACT ADMINISTRATOR	$12K	—

Investments

3 direct securities · 1 pooled fund· $169K(7% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$84K

1 holding

OTHER

$77K

1 holding

Uncategorized

$7K

2 holdings

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust

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