How big is Visiting Angels CPD LLC's plan?

Visiting Angels CPD LLC's plan reported $149K in assets and 243 participants for 2023.

Original filing (PDF)20240503235055NAL0011380179001

Visiting Angels CPD LLC

Name: Visiting Angels CPD LLC — Visiting Angels CPD LLC, Form 5500 (2023)
Creator: Visiting Angels CPD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Visiting Angels CPD LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Visiting Angels CPD LLC's Visiting Angels CPD LLC 401(k) Profit Sharing Plan & Trust held $149K in plan assets for 243 participants in 2023.

Signals · 1

No auditor on file

Active participants

243

Accounts w/ balance

150

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

Plan identifiers

Visiting Angels CPD LLC's EIN is 81-4717857.

EIN 81-4717857

Plan number 001

Plan year 2023

ACK ID 20240503235055NAL0011380179001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Visiting Angels CPD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Visiting Angels CPD LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISITING ANGELS CPD LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score