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Original filing (PDF)20241030101006NAL0000349939001
DAVETTA CARE LLC
Form 5500
FILING_RECEIVED
DAVETTA CARE LLC PLAN
Health & welfare plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVETTA CARE LLC.
Plan sponsor
Name
DAVETTA CARE LLC
EIN
82-2834865
Address
2230 E ALLEGHENY AVE · PHILADELPHIA, PA · 191343830
Phone
(267) 534-3656
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
GIOVANNI MARRERO
EIN
82-2834865
City
PHILADELPHIA, PA
Phone
(267) 534-3656
Plan characteristics
Plan number
503
Plan year
2023
Plan year begin
2023-05-01
Tax period
2024-04-30
Filed
2024-10-30
Welfare benefit codes
4D · Dental
4B · Life Insurance
4E · Vision
4F · Temporary Disability (accident and sickness)
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAVIGATION BENEFITS LLC | 81-1242192 | NARBERTH, PA | TPA | $33K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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