How big is KARE Partners, LLC's plan?

KARE Partners, LLC's plan reported $768K in assets and 102 participants for 2024.

Original filing (PDF)20250605170439NAL0009306147001

KARE Partners, LLC

Name: KARE Partners, LLC — KARE Partners, LLC 401(k) Plan, Form 5500 (2024)
Creator: KARE Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KARE Partners, LLC 401(k) Plan

401(k) retirement plan · KARE Partners, LLC's KARE Partners, LLC 401(k) Plan held $768K in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

People on this filing

Shirley Horner signed KARE Partners, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KARE Partners, LLC's EIN is 84-3297846.

EIN 84-3297846

Plan number 002

Plan year 2024

ACK ID 20250605170439NAL0009306147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KARE Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KARE Partners, 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 KARE PARTNERS, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off