Original filing (PDF)20260102082100NAL0003602018001

SAVVY HOME CARE LLC

Name: SAVVY HOME CARE LLC — SAVVY HOME CARE 401K PLAN, Form 5500 (2024)
Creator: SAVVY HOME CARE LLC

Form 5500-SF

FILING_RECEIVED

SAVVY HOME CARE 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.5 mo

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

SAVVY HOME CARE LLC

EIN

83-4283040

Address

219 MORTON AVE · FOLSOM, PA · 19033

Phone

(267) 496-6900

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

2026-01-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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$16K · 14 participants

ROO HOME CARE LLC

ROO HOME CARE LLC 401(K) PLAN

$16K · 66 participants

JR INVESTMENTS 2 LLC

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$16K · 2 participants

MIANGEL HOME HEALTHCARE

MIANGEL HOME HEALTH CARE 401(K) PLAN

$16K · 21 participants

SILVER SKY HOSPICE INC

$16K · 29 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Filed 1.5 months past the 10.5-month grace window.
Only 10% as many balances as active participants — suggests many active employees aren't deferring.

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.