How big is Careficient, Inc.'s plan?

Careficient, Inc.'s plan reported $4.8M in assets and 84 participants for 2025.

Original filing (PDF)20260423220535NAL0011284226098

Careficient, Inc.

Name: Careficient, Inc. — Careficient, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Careficient, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Careficient, Inc. 401(k) Plan

401(k) retirement plan · Careficient, Inc.'s Careficient, Inc. 401(k) Plan held $4.8M in plan assets for 84 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Careficient, Inc.'s EIN is 81-4799745.

EIN 81-4799745

Plan number 001

Plan year 2025

ACK ID 20260423220535NAL0011284226098

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Careficient, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score