How big is Caresoft Global Technologies I's plan?

Caresoft Global Technologies I's plan reported $2.3M in assets and 165 participants for 2024.

Original filing (PDF)20250626143804NAL0008684369001

Caresoft Global Technologies I

Name: Caresoft Global Technologies I — Caresoft Global, Form 5500 (2024)
Creator: Caresoft Global Technologies I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caresoft Global Technologies I 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Caresoft Global Technologies I's Caresoft Global Technologies I 401(k) Profit Sharing Plan & Trust held $2.3M in plan assets for 165 participants in 2024.

Signals · 1

No auditor on file

Active participants

165

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Kelly McMillan signed Caresoft Global Technologies I's 2024 Form 5500 as plan administrator.

Kelly McMillan — 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

Caresoft Global Technologies I's EIN is 88-2427345.

EIN 88-2427345

Plan number 001

Plan year 2024

ACK ID 20250626143804NAL0008684369001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caresoft Global Technologies I from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caresoft Global Technologies I's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARESOFT GLOBAL TECHNOLOGIES I.

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Plan health score

Average plan with room to improve

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

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score