· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ELDER OPTIONS — ELDER OPTIONS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250320120843NAL0012968402001
ELDER OPTIONS
Form 5500-SF
FILING_RECEIVED
ELDER OPTIONS 401(K) PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
17
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ELDER OPTIONS
.
Find decision makers
Plan sponsor
Name
ELDER OPTIONS
EIN
04-3728758
Address
630 MAIN STREET · PLACERVILLE, CA · 95667
Phone
(530) 626-6939
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Outpatient Care Centers plans
FUTURE DIAGNOSTICS GROUP, LLC
FUTURE DIAGNOSTICS GROUP RETIREMENT SAVINGS PLAN
$1.1M · 49 participants
PARTNERS IN REHAB, LLC
PARTNERS IN REHAB LLC 401K PS PLAN
$1.1M · 10 participants
SURGERY ONE, LLC
SURGERY ONE, LLC 401(K) PLAN
$1.1M · 4 participants
NATURAL MEDICINE INSTITUTE INC
NATURAL MEDICINE INSTITUTE INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 3 participants
ANDREW S FLOREA MD INC
ANDREW S FLOREA MD INC 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
Only 32% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 14 participants
U.S. CANCER THERAPIES, LLC
U.S. CANCER THERAPIES 401(K) PLAN
$1.0M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
