Original filing (PDF)20251009165634NAL0006929409001

CAREPOINT, LLC.

Name: CAREPOINT, LLC. — COLLABORATIVE RETIREMENT TRUST, Form 5500 (2024)
Creator: CAREPOINT, LLC.

Form 5500-SF

FILING_RECEIVED

COLLABORATIVE RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

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 CAREPOINT, LLC..

Plan sponsor

Name

CAREPOINT, LLC.

EIN

92-2073899all filings

Address

2600 S. DOUGLAS RD · PH 10 · CORAL GABLES, FL · 33134

Phone

(305) 542-7798

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

COLLABORATIVE OFFICE SERVICES LLC

EIN

84-3755476

City

RENO, NV

Phone

(203) 622-2000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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