Original filing (PDF)20240506220354NAL0024949057060

CHARLIN PERSONAL CARE LLC

Name: CHARLIN PERSONAL CARE LLC — CHARLIN PERSONAL CARE LLC 401(K) PLAN, Form 5500 (2023)
Creator: CHARLIN PERSONAL CARE LLC

Form 5500-SF

FILING_RECEIVED

CHARLIN PERSONAL CARE LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$699

Net assets (EOY)

$699

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLIN PERSONAL CARE LLC.

Plan sponsor

Name

CHARLIN PERSONAL CARE LLC

EIN

83-1320035

Address

400 CHISHOLM PLACE SUITE 400 · PLANO, TX · 75075

Phone

(972) 834-6008

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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