Back to filter
Original filing (PDF)20250424220544NAL0004634211065
CAREOLOGY LLC
Form 5500-SF
FILING_RECEIVED
CAREOLOGY LLC 401(K) PLAN
401(k) retirement plan
Active participants
111
Accounts w/ balance
51
Plan assets (EOY)
$66K
Net assets (EOY)
$66K
Plan health score (directional)
81
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 46% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAREOLOGY LLC.
Plan sponsor
Name
CAREOLOGY LLC
EIN
85-3948470
Address
4848 DORR ST · TOLEDO, OH · 43615
Phone
(419) 973-2259
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
IMANA RN LLC
IMANA RN LLC 401(K) PROFIT SHARING PLAN & TRUST
$66K · 3 participants
PRIMUS INCORPORATED
PRIMUS INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST
$66K · 17 participants
O T DELIVERY SYSTEMS INC
O T DELIVERY SYSTEMS INC
$66K · 17 participants
ORDUNO COUNTRY HOME
ORDUNO COUNTRY HOME 401(K) PROFIT SHARING PLAN & TRUST
$66K · 6 participants
COMPASSION COUNTS SENIOR CARE
COMPASSION COUNTS SENIOR CARE 401(K) PROFIT SHARING PLAN & TRUST
$66K · 55 participants
IN HOME COMPANIONS
IN HOME COMPANIONS 401(K) PROFIT SHARING PLAN & TRUST
$66K · 57 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants