· 2022–2024 · DOL EFAST2

CATENIS HEALTHCARE CONCIERGE, LLC — CATENIS HEALTHCARE CONCIERGE, LLC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240520220407NAL0003955632010

CATENIS HEALTHCARE CONCIERGE, LLC

Form 5500-SF

FILING_RECEIVED

CATENIS HEALTHCARE CONCIERGE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

Plan health score

Top-tier plan health

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

56

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATENIS HEALTHCARE CONCIERGE, LLC.

Plan sponsor

Name

CATENIS HEALTHCARE CONCIERGE, LLC

EIN

92-1239642

Address

5520 SUNSET LANDING CIR · SAINT AUGUSTINE, FL · 32080

Phone

(904) 483-1279

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

2024-05-20

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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