form5500lookup

Form 5500 · Retirement plan · INDIANAPOLIS, IN

SENIORLINK, INC. D/B/A CAREFORTH

The filing calls this plan CAREFORTH 401(K) PLAN.

SENIORLINK, INC. D/B/A CAREFORTH of INDIANAPOLIS, IN's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3520800 · plan 001 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
990
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA LIFE INSURANCE COMPANY—990December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
COMPASS 360, LLC
EIN 81-1939215
TRANSAMERICA RETIREMENT SOLUTIONS
Recordkeeping and information management · EIN 13-3689044
$144,395
paid directly by the plan
THAYER PARTNERS LLC
INVESTMENT ADVISORY - PL · EIN 45-3965574
$24,120
paid directly by the plan
FORVIS MAZARS, LLP
Accounting and audit · EIN 13-1459550
$21,366
paid directly by the plan
COMPASS 360, LLC
Recordkeeping and information management · EIN 81-1939215
$14,820
paid directly by the plan
TRANSAMERICA TRUST COMPANY
TRUSTEE · EIN 42-0947998
$67
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$44,073,016
Paid out in benefits
$3,720,389
Participants at the start of the year
990
Participants with account balances
990

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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